|
1001
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$1.31M
|
+$65.7K
|
+146
|
+5%
|
|
|
1002
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$1.31M
|
+$1.35K
|
+3
|
+0.1%
|
|
|
1003
|
Lokken Investment Group
Lewes,
Delaware
|
$1.31M
|
+$81.5K
|
+181
|
+7%
|
|
|
1004
|
Harbour Trust & Investment Management
Michigan City,
Indiana
|
$1.3M
|
-$67.5K
|
-150
|
-5%
|
|
|
1005
|
CWA Asset Management Group
Naples,
Florida
|
$1.3M
|
+$575K
|
+1,277
|
+85%
|
|
|
1006
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$1.29M
|
+$31.5K
|
+70
|
+3%
|
|
|
1007
|
Callan Family Office
Radnor,
Pennsylvania
|
$1.29M
|
-$299K
|
-665
|
-19%
|
|
|
1008
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$1.29M
|
+$155K
|
+344
|
+14%
|
|
|
1009
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$1.29M
|
+$209K
|
+464
|
+20%
|
|
|
1010
|
Asset Dedication LLC
San Francisco,
California
|
$1.29M
|
+$50.4K
|
+112
|
+4%
|
|
|
1011
|
Zhang Financial
Portage,
Michigan
|
$1.29M
|
+$4.95K
|
+11
|
+0.4%
|
|
|
1012
|
Asset Planning Services Inc
Covington,
Louisiana
|
$1.29M
|
-$11.3K
|
-25
|
-0.9%
|
|
|
1013
|
Navalign LLC
Encino,
California
|
$1.28M
|
-$1.8K
|
-4
|
-0.1%
|
|
|
1014
|
Horizon Kinetics Asset Management
New York
|
$1.28M
|
+$131K
|
+290
|
+12%
|
|
|
1015
|
Caldwell Trust
Venice,
Florida
|
$1.28M
|
-$340K
|
-755
|
-22%
|
|
|
1016
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$1.27M
|
-$30.6K
|
-68
|
-2%
|
|
|
1017
|
PDS Planning
Dublin,
Ohio
|
$1.27M
|
+$192K
|
+426
|
+18%
|
|
|
1018
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.27M
|
+$94.5K
|
+210
|
+8%
|
|
|
1019
|
G&S Capital
Denver,
Colorado
|
$1.26M
|
-$73.4K
|
-163
|
-6%
|
|
|
1020
|
Coppell Advisory Solutions
Coppell,
Texas
|
$1.26M
|
+$1.24M
|
+2,752
|
+7,644%
|
|
|
1021
|
GTS Securities
Miami,
Florida
|
$1.25M
|
-$155K
|
-345
|
-11%
|
|
|
1022
|
Texas Bank & Trust
Longview,
Texas
|
$1.25M
|
+$223K
|
+496
|
+23%
|
|
|
1023
|
Mission Wealth Management
Santa Barbara,
California
|
$1.24M
|
+$99.9K
|
+222
|
+9%
|
|
|
1024
|
Simplicity Wealth
Summit,
New Jersey
|
$1.24M
|
+$670K
|
+1,489
|
+128%
|
|
|
1025
|
Mattern Wealth Management
Lawrence,
Kansas
|
$1.23M
|
-$250K
|
-555
|
-17%
|
|
