|
1001
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$171K
|
+$3.5K
|
+16
|
+2%
|
|
|
1002
|
First Command Advisory Services
Fort Worth,
Texas
|
$168K
|
+$120K
|
+548
|
+403%
|
|
|
1003
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$166K
|
+$15.5K
|
+71
|
+12%
|
|
|
1004
|
Financial Life Planners
Tempe,
Arizona
|
$164K
|
–
|
–
|
–
|
|
|
1005
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
$164K
|
-$387K
|
-1,770
|
-73%
|
|
|
1006
|
Mosley Wealth Management
Anaheim,
California
|
$154K
|
-$322K
|
-1,473
|
-70%
|
|
|
1007
|
Murphy & Mullick Capital Management
Smithtown,
New York
|
$149K
|
–
|
–
|
–
|
|
|
1008
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$149K
|
+$5.91K
|
+27
|
+5%
|
|
|
1009
|
Financial Management Professionals
Austin,
Texas
|
$144K
|
+$112K
|
+510
|
+662%
|
|
|
1010
|
Grove Bank & Trust
Miami,
Florida
|
$140K
|
-$2.63K
|
-12
|
-2%
|
|
|
1011
|
Pacer Advisors
Malvern,
Pennsylvania
|
$135K
|
-$7K
|
-32
|
-5%
|
|
|
1012
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$130K
|
–
|
–
|
–
|
|
|
1013
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$127K
|
+$109K
|
+500
|
+3,125%
|
|
|
1014
|
Swiss Re
Zurich,
Switzerland
|
$124K
|
+$89.9K
|
+411
|
+428%
|
|
|
1015
|
Pingora Partners
Wilson,
Wyoming
|
$123K
|
–
|
–
|
–
|
|
|
1016
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$121K
|
+$108K
|
+495
|
New
|
|
|
1017
|
CVA Family Office
Denver,
Colorado
|
$120K
|
+$1.31K
|
+6
|
+1%
|
|
|
1018
|
Crewe Advisors
Salt Lake City,
Utah
|
$117K
|
+$1.97K
|
+9
|
+2%
|
|
|
1019
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$114K
|
–
|
–
|
–
|
|
|
1020
|
True Wealth Design
Akron,
Ohio
|
$110K
|
+$35.4K
|
+162
|
+57%
|
|
|
1021
|
OV Management
Minneapolis,
Minnesota
|
$109K
|
-$438
|
-2
|
-0.4%
|
|
|
1022
|
TFC Financial Management
Boston,
Massachusetts
|
$108K
|
+$26.3K
|
+120
|
+38%
|
|
|
1023
|
GW&K Investment Management
Boston,
Massachusetts
|
$104K
|
+$20.3K
|
+93
|
+28%
|
|
|
1024
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$104K
|
+$92.5K
|
+423
|
New
|
|
|
1025
|
Purpose Unlimited Inc
Toronto,
|
$103K
|
–
|
–
|
–
|
|
