|
1001
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$903K
|
+$2.24K
|
+28
|
+0.2%
|
|
|
1002
|
Smith Asset Management
Chiefland,
Florida
|
$903K
|
+$65.4K
|
+818
|
+7%
|
|
|
1003
|
Clearstead Advisors
Cleveland,
Ohio
|
$901K
|
-$44.8K
|
-560
|
-5%
|
|
|
1004
|
Next Level Wealth Planning
Meridian,
Idaho
|
$895K
|
+$4.72K
|
+59
|
+0.5%
|
|
|
1005
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$895K
|
-$15.5K
|
-194
|
-2%
|
|
|
1006
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$892K
|
–
|
–
|
–
|
|
|
1007
|
Vantage Investment Partners
Kansas City,
Missouri
|
$891K
|
–
|
–
|
–
|
|
|
1008
|
PlanVest Financial
Gaithersburg,
Maryland
|
$884K
|
+$924K
|
+11,554
|
New
|
|
|
1009
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$879K
|
-$71.9K
|
-899
|
-7%
|
|
|
1010
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
$877K
|
+$89.3K
|
+1,116
|
+11%
|
|
|
1011
|
Midwest Financial Network
Tinley Park,
Illinois
|
$874K
|
+$419K
|
+5,233
|
+85%
|
|
|
1012
|
|
$871K
|
-$40.4K
|
-505
|
-4%
|
|
|
1013
|
Troutman Wealth Management
Malvern,
Pennsylvania
|
$867K
|
-$39.2K
|
-490
|
-4%
|
|
|
1014
|
Carmel Capital Partners
San Diego,
California
|
$866K
|
+$397K
|
+4,962
|
+78%
|
|
|
1015
|
Avior Wealth Management
Omaha,
Nebraska
|
$865K
|
-$116K
|
-1,448
|
-11%
|
|
|
1016
|
Blue Edge Capital
Richmond,
Virginia
|
$865K
|
+$201K
|
+2,507
|
+28%
|
|
|
1017
|
SFM LLC
Manchester,
New Hampshire
|
$861K
|
-$1.39M
|
-17,431
|
-61%
|
|
|
1018
|
|
$860K
|
+$899K
|
+11,239
|
New
|
|
|
1019
|
POM Investment Strategies
Raleigh,
North Carolina
|
$859K
|
-$25.8M
|
-322,056
|
-97%
|
|
|
1020
|
Delta Wealth Advisors
Indianapolis,
Indiana
|
$857K
|
-$1.88M
|
-23,497
|
-68%
|
|
|
1021
|
Lockerman Financial Group
Newport Beach,
California
|
$853K
|
+$13.4K
|
+168
|
+2%
|
|
|
1022
|
|
$851K
|
+$173K
|
+2,159
|
+24%
|
|
|
1023
|
Chemistry Wealth Management
New York
|
$849K
|
-$10.9K
|
-136
|
-1%
|
|
|
1024
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$849K
|
-$208K
|
-2,605
|
-19%
|
|
|
1025
|
Fountainhead AM
Warren,
New Jersey
|
$847K
|
+$587K
|
+7,334
|
+196%
|
|
