|
1001
|
Strategic Blueprint
Atlanta,
Georgia
|
$327K
|
+$338K
|
+1,880
|
New
|
|
|
1002
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$324K
|
-$68.9K
|
-383
|
-17%
|
|
|
1003
|
ClariVest Asset Management
San Diego,
California
|
$324K
|
-$12.8K
|
-71
|
-4%
|
|
|
1004
|
Fiduciary Group
Savannah,
Georgia
|
$323K
|
-$6.84K
|
-38
|
-2%
|
|
|
1005
|
Lourd Capital
Beverly Hills,
California
|
$321K
|
+$88.5K
|
+492
|
+36%
|
|
|
1006
|
Brighton Jones LLC
Seattle,
Washington
|
$320K
|
-$76.5K
|
-425
|
-19%
|
|
|
1007
|
|
$318K
|
-$409K
|
-2,273
|
-55%
|
|
|
1008
|
Acima Private Wealth
Richmond,
Virginia
|
$315K
|
–
|
–
|
–
|
|
|
1009
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$313K
|
–
|
–
|
–
|
|
|
1010
|
Financial Advocates Investment Management
Olympia,
Washington
|
$309K
|
+$15.3K
|
+85
|
+5%
|
|
|
1011
|
Centric Wealth Management
Chicago,
Illinois
|
$309K
|
+$59.9K
|
+333
|
+23%
|
|
|
1012
|
Oakworth Capital
Birmingham,
Alabama
|
$306K
|
+$1.98K
|
+11
|
+0.6%
|
|
|
1013
|
Princeton Capital Management
Red Bank,
New Jersey
|
$305K
|
–
|
–
|
–
|
|
|
1014
|
New England Research & Management
Chicago,
Illinois
|
$304K
|
-$126K
|
-700
|
-29%
|
|
|
1015
|
FAS Wealth Partners
Leawood,
Kansas
|
$303K
|
-$720
|
-4
|
-0.2%
|
|
|
1016
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$301K
|
-$1.29M
|
-7,143
|
-81%
|
|
|
1017
|
REDW Wealth
Albuquerque,
New Mexico
|
$301K
|
–
|
–
|
–
|
|
|
1018
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$299K
|
+$30.2K
|
+168
|
+11%
|
|
|
1019
|
Ballentine Partners
Waltham,
Massachusetts
|
$297K
|
+$20.9K
|
+116
|
+7%
|
|
|
1020
|
Addison Capital
Conshohocken,
Pennsylvania
|
$295K
|
–
|
–
|
–
|
|
|
1021
|
RFG Advisory
Birmingham,
Alabama
|
$295K
|
+$22.7K
|
+126
|
+8%
|
|
|
1022
|
SNS Financial Group
Minneapolis,
Minnesota
|
$294K
|
–
|
–
|
–
|
|
|
1023
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$293K
|
+$26.4K
|
+147
|
+10%
|
|
|
1024
|
American National Bank & Trust
Wichita Falls,
Texas
|
$293K
|
+$37.4K
|
+208
|
+14%
|
|
|
1025
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$290K
|
-$30.4K
|
-169
|
-9%
|
|
