|
1001
|
Clear Perspective Advisors
Aurora,
Illinois
|
$480K
|
+$236K
|
+2,479
|
+100%
|
|
|
1002
|
First Foundation Advisors
Irvine,
California
|
$478K
|
+$6.18K
|
+65
|
+1%
|
|
|
1003
|
Cambridge Advisors
Omaha,
Nebraska
|
$476K
|
-$19K
|
-200
|
-4%
|
|
|
1004
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$475K
|
+$1.9K
|
+20
|
+0.5%
|
|
|
1005
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$472K
|
-$1.71K
|
-18
|
-0.4%
|
|
|
1006
|
MKD Wealth Coaches
Troy,
Michigan
|
$470K
|
–
|
–
|
–
|
|
|
1007
|
Cresset Asset Management
Chicago,
Illinois
|
$467K
|
+$415K
|
+4,368
|
New
|
|
|
1008
|
Fisher Asset Management
Camas,
Washington
|
$462K
|
+$7.99K
|
+84
|
+2%
|
|
|
1009
|
Capital Wealth Planning
Naples,
Florida
|
$457K
|
+$99.6K
|
+1,047
|
+34%
|
|
|
1010
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$455K
|
+$390K
|
+4,100
|
+2,645%
|
|
|
1011
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$449K
|
-$79.9K
|
-840
|
-17%
|
|
|
1012
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$449K
|
-$47.6K
|
-500
|
-11%
|
|
|
1013
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$447K
|
+$31.4K
|
+330
|
+9%
|
|
|
1014
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$446K
|
+$21.4K
|
+225
|
+6%
|
|
|
1015
|
Northside Capital Management
Hood River,
Oregon
|
$445K
|
+$125K
|
+1,315
|
+46%
|
|
|
1016
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$444K
|
+$121K
|
+1,275
|
+44%
|
|
|
1017
|
Point View Wealth Management
Summit,
New Jersey
|
$442K
|
–
|
–
|
–
|
|
|
1018
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$438K
|
+$152K
|
+1,600
|
+64%
|
|
|
1019
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$437K
|
-$8.56K
|
-90
|
-2%
|
|
|
1020
|
Appleton Partners
Boston,
Massachusetts
|
$436K
|
–
|
–
|
–
|
|
|
1021
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$434K
|
-$92.2K
|
-969
|
-19%
|
|
|
1022
|
Northeast Investment Management
Boston,
Massachusetts
|
$432K
|
+$64.2K
|
+675
|
+20%
|
|
|
1023
|
St Louis Trust
Saint Louis,
Missouri
|
$428K
|
–
|
–
|
–
|
|
|
1024
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$428K
|
+$99.9K
|
+1,050
|
+36%
|
|
|
1025
|
MAI Capital Management
Independence,
Ohio
|
$426K
|
-$200K
|
-2,107
|
-35%
|
|
