|
1001
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$1.16M
|
+$39.1K
|
+451
|
+4%
|
|
|
1002
|
Bath Savings Trust
Bath,
Maine
|
$1.16M
|
-$62.9K
|
-726
|
-5%
|
|
|
1003
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$1.16M
|
+$73.1K
|
+844
|
+7%
|
|
|
1004
|
Knollwood Investment Advisory
Hunt Valley,
Maryland
|
$1.16M
|
–
|
–
|
–
|
|
|
1005
|
Lyell Wealth Management
Menlo Park,
California
|
$1.15M
|
-$519K
|
-5,994
|
-32%
|
|
|
1006
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$1.15M
|
-$63.8K
|
-736
|
-6%
|
|
|
1007
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$1.15M
|
+$23.5K
|
+271
|
+2%
|
|
|
1008
|
Snider Financial Group
Bellevue,
Washington
|
$1.15M
|
+$66.6K
|
+769
|
+7%
|
|
|
1009
|
Ostrum Asset Management
Paris,
France
|
$1.15M
|
-$31K
|
-358
|
-3%
|
|
|
1010
|
Canopy Partners
Cincinnati,
Ohio
|
$1.15M
|
-$10.4K
|
-120
|
-0.9%
|
|
|
1011
|
Nilsine Partners
Greenwood Village,
Colorado
|
$1.14M
|
-$16.6K
|
-191
|
-2%
|
|
|
1012
|
Creekmur Asset Management
Morton,
Illinois
|
$1.14M
|
+$287K
|
+3,316
|
+36%
|
|
|
1013
|
Private Trust Company
Cleveland,
Ohio
|
$1.14M
|
+$49.1K
|
+567
|
+5%
|
|
|
1014
|
Everence Capital Management
Goshen,
Indiana
|
$1.13M
|
-$1.2M
|
-13,830
|
-53%
|
|
|
1015
|
SageView Advisory Group
Newport Beach,
California
|
$1.13M
|
-$96.2K
|
-1,110
|
-8%
|
|
|
1016
|
AMI Asset Management
Los Angeles,
California
|
$1.13M
|
-$27M
|
-311,807
|
-96%
|
|
|
1017
|
Auxier Asset Management
Aurora,
Oregon
|
$1.13M
|
-$3.47K
|
-40
|
-0.3%
|
|
|
1018
|
GSB Wealth Management
Guilford,
Connecticut
|
$1.13M
|
+$97K
|
+1,119
|
+10%
|
|
|
1019
|
GFS Advisors
Houston,
Texas
|
$1.12M
|
+$1.06M
|
+12,255
|
New
|
|
|
1020
|
RFG Advisory
Birmingham,
Alabama
|
$1.12M
|
-$10.7K
|
-124
|
-1%
|
|
|
1021
|
Navalign LLC
Encino,
California
|
$1.11M
|
-$30.2K
|
-349
|
-3%
|
|
|
1022
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$1.11M
|
+$27.2K
|
+314
|
+3%
|
|
|
1023
|
Madrona Financial Services
Everett,
Washington
|
$1.11M
|
+$2.6K
|
+30
|
+0.2%
|
|
|
1024
|
VeraBank
Henderson,
Texas
|
$1.11M
|
-$121K
|
-1,396
|
-10%
|
|
|
1025
|
Legacy Financial Advisors
Covington,
Kentucky
|
$1.11M
|
-$24.9K
|
-287
|
-2%
|
|
