|
1001
|
ClientFirst Wealth Management
Little Rock,
Arkansas
|
$214K
|
–
|
–
|
–
|
|
|
1002
|
Financial Engines Advisors
Santa Clara,
California
|
$214K
|
+$213K
|
+8,124
|
New
|
|
|
1003
|
1900 Wealth Management
San Antonio,
Texas
|
$214K
|
+$213K
|
+8,145
|
New
|
|
|
1004
|
ETFidea
Syracuse,
New York
|
$213K
|
–
|
–
|
–
|
|
|
1005
|
Linscomb Wealth
Houston,
Texas
|
$211K
|
-$10.4K
|
-399
|
-5%
|
|
|
1006
|
Donor Advised Charitable Giving
San Francisco,
California
|
$211K
|
+$1.33K
|
+51
|
+0.6%
|
|
|
1007
|
Archer Investment Corporation
Carmel,
Indiana
|
$210K
|
+$21.4K
|
+816
|
+11%
|
|
|
1008
|
Cordasco Financial Network
Naples,
Florida
|
$210K
|
+$209K
|
+7,992
|
New
|
|
|
1009
|
Vigilant Capital Management
Portland,
Maine
|
$209K
|
+$12.3K
|
+471
|
+6%
|
|
|
1010
|
CJM Wealth Advisers
Falls Church,
Virginia
|
$208K
|
–
|
–
|
–
|
|
|
1011
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$207K
|
-$96K
|
-3,666
|
-32%
|
|
|
1012
|
Allied Investment Advisors
Billings,
Montana
|
$207K
|
–
|
–
|
–
|
|
|
1013
|
My Personal CFO LLC
Vancouver,
Washington
|
$207K
|
–
|
–
|
–
|
|
|
1014
|
Laraway Financial Advisors
Saint Cloud,
Minnesota
|
$207K
|
+$11.8K
|
+450
|
+6%
|
|
|
1015
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$207K
|
+$207K
|
+7,887
|
New
|
|
|
1016
|
Keystone Wealth Services
Palm Desert,
California
|
$206K
|
+$205K
|
+7,836
|
New
|
|
|
1017
|
Waverly Advisors
Birmingham,
Alabama
|
$205K
|
–
|
–
|
–
|
|
|
1018
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$204K
|
+$1.33K
|
+51
|
+0.7%
|
|
|
1019
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$204K
|
+$26.1K
|
+996
|
+15%
|
|
|
1020
|
Catalyst Private Wealth
San Mateo,
California
|
$203K
|
+$202K
|
+7,701
|
New
|
|
|
1021
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$202K
|
–
|
–
|
–
|
|
|
1022
|
Stokes Family Office
New Orleans,
Louisiana
|
$202K
|
+$4.4K
|
+168
|
+2%
|
|
|
1023
|
ERn Financial LLC
Middleton,
Wisconsin
|
$202K
|
+$201K
|
+7,677
|
New
|
|
|
1024
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$202K
|
+$201K
|
+7,686
|
New
|
|
|
1025
|
Sterling Financial Planning
Sparta,
New Jersey
|
$201K
|
-$96.9K
|
-3,699
|
-33%
|
|
