|
1001
|
Wealth Effects
Boston,
Massachusetts
|
$220K
|
–
|
–
|
–
|
|
|
1002
|
Apriem Advisors
Irvine,
California
|
$220K
|
–
|
–
|
–
|
|
|
1003
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$219K
|
–
|
–
|
–
|
|
|
1004
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$219K
|
-$5.51K
|
-37
|
-2%
|
|
|
1005
|
True Link Financial Advisors
San Francisco,
California
|
$219K
|
–
|
–
|
–
|
|
|
1006
|
Barclays
London,
United Kingdom
|
$219K
|
+$224K
|
+1,500
|
New
|
|
|
1007
|
Bensler
Bellevue,
Washington
|
$218K
|
+$1.04K
|
+7
|
+0.5%
|
|
|
1008
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$218K
|
–
|
–
|
–
|
|
|
1009
|
Stokes Family Office
New Orleans,
Louisiana
|
$217K
|
–
|
–
|
–
|
|
|
1010
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$217K
|
+$1.34K
|
+9
|
+0.6%
|
|
|
1011
|
Wrenne Financial Planning
Lexington,
Kentucky
|
$216K
|
–
|
–
|
–
|
|
|
1012
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$216K
|
-$29.1K
|
-195
|
-12%
|
|
|
1013
|
Summit Asset Management
Memphis,
Tennessee
|
$215K
|
–
|
–
|
–
|
|
|
1014
|
Brookstone Capital Management
Wheaton,
Illinois
|
$215K
|
+$220K
|
+1,474
|
New
|
|
|
1015
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$215K
|
-$47.8K
|
-321
|
-18%
|
|
|
1016
|
Bosun Asset Management
Chicago,
Illinois
|
$215K
|
–
|
–
|
–
|
|
|
1017
|
Global Wealth Management
Kingston,
New Jersey
|
$214K
|
+$1.19K
|
+8
|
+0.5%
|
|
|
1018
|
Oxler Private Wealth
Rye Brook,
New York
|
$213K
|
-$1.79K
|
-12
|
-0.8%
|
|
|
1019
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$213K
|
+$1.19K
|
+8
|
+0.6%
|
|
|
1020
|
Marco Investment Management
Atlanta,
Georgia
|
$211K
|
–
|
–
|
–
|
|
|
1021
|
Tompkins Financial
Ithaca,
New York
|
$210K
|
-$39.9K
|
-268
|
-16%
|
|
|
1022
|
Warwick Investment Management
Bryan,
Texas
|
$209K
|
-$22.1K
|
-148
|
-9%
|
|
|
1023
|
TCI Wealth Advisors
Tucson,
Arizona
|
$209K
|
+$214K
|
+1,434
|
New
|
|
|
1024
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$209K
|
+$213K
|
+1,430
|
New
|
|
|
1025
|
Capasso Planning Partners
Charleston,
South Carolina
|
$208K
|
+$212K
|
+1,424
|
New
|
|
