|
1001
|
Mission Wealth Management
Santa Barbara,
California
|
$225K
|
+$23K
|
+48
|
+11%
|
|
|
1002
|
Congress Asset Management
Boston,
Massachusetts
|
$223K
|
–
|
–
|
–
|
|
|
1003
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$223K
|
–
|
–
|
–
|
|
|
1004
|
Marcum Wealth
Cleveland,
Ohio
|
$222K
|
–
|
–
|
–
|
|
|
1005
|
Washington Trust Bank
Spokane,
Washington
|
$219K
|
+$230K
|
+480
|
New
|
|
|
1006
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$217K
|
–
|
–
|
–
|
|
|
1007
|
Lesa Sroufe & Co
Seattle,
Washington
|
$215K
|
–
|
–
|
–
|
|
|
1008
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$215K
|
–
|
–
|
–
|
|
|
1009
|
Essex Savings Bank
Essex,
Connecticut
|
$212K
|
+$222K
|
+464
|
New
|
|
|
1010
|
Soundmark Wealth Management
Kirkland,
Washington
|
$210K
|
+$958
|
+2
|
+0.4%
|
|
|
1011
|
Concentric Wealth Management
Lafayette,
California
|
$210K
|
–
|
–
|
–
|
|
|
1012
|
Investment Advisory Services
The Woodlands,
Texas
|
$210K
|
–
|
–
|
–
|
|
|
1013
|
First Pacific Financial
Vancouver,
Washington
|
$210K
|
-$144K
|
-300
|
-40%
|
|
|
1014
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$209K
|
–
|
–
|
–
|
|
|
1015
|
Mather Group
Chicago,
Illinois
|
$208K
|
-$7.67K
|
-16
|
-3%
|
|
|
1016
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$207K
|
-$2.4K
|
-5
|
-1%
|
|
|
1017
|
Tradition Wealth Management
Edina,
Minnesota
|
$207K
|
–
|
–
|
–
|
|
|
1018
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$206K
|
-$16.8K
|
-35
|
-7%
|
|
|
1019
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$206K
|
+$217K
|
+452
|
New
|
|
|
1020
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$206K
|
+$479
|
+1
|
+0.2%
|
|
|
1021
|
Exeter Financial
Scottsdale,
Arizona
|
$205K
|
–
|
–
|
–
|
|
|
1022
|
Westside Investment Management
Santa Monica,
California
|
$205K
|
–
|
–
|
–
|
|
|
1023
|
Financial Partners Group (Tennessee)
Gallatin,
Tennessee
|
$204K
|
-$77.2K
|
-161
|
-27%
|
|
|
1024
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$203K
|
-$6.71K
|
-14
|
-3%
|
|
|
1025
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$203K
|
–
|
–
|
–
|
|
