|
1001
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$868K
|
+$27K
|
+197
|
+4%
|
|
|
1002
|
Parsons Capital Management
Providence,
Rhode Island
|
$864K
|
–
|
–
|
–
|
|
|
1003
|
BBVA USA Bancshares
Houston,
Texas
|
$862K
|
-$13.9K
|
-101
|
-2%
|
|
|
1004
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$859K
|
-$11K
|
-80
|
-1%
|
|
|
1005
|
Belpointe Asset Management
Reno,
Nevada
|
$859K
|
+$39K
|
+284
|
+5%
|
|
|
1006
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$858K
|
+$747K
|
+5,443
|
New
|
|
|
1007
|
ProVise Management Group
Clearwater,
Florida
|
$854K
|
+$139K
|
+1,013
|
+23%
|
|
|
1008
|
Avidian Wealth Enterprises
Houston,
Texas
|
$852K
|
+$70K
|
+510
|
+10%
|
|
|
1009
|
Evermay Wealth Management
Arlington,
Virginia
|
$851K
|
+$13.9K
|
+101
|
+2%
|
|
|
1010
|
Bank of the West
Monterey Park,
California
|
$851K
|
+$78.3K
|
+571
|
+12%
|
|
|
1011
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$845K
|
-$217K
|
-1,585
|
-23%
|
|
|
1012
|
SimplyRich
Carlsbad,
California
|
$843K
|
–
|
–
|
–
|
|
|
1013
|
Arden Trust
Wilmington,
Delaware
|
$840K
|
-$13.7K
|
-100
|
-2%
|
|
|
1014
|
|
$839K
|
+$148K
|
+1,081
|
+25%
|
|
|
1015
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$836K
|
-$3.02K
|
-22
|
-0.4%
|
|
|
1016
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$829K
|
+$46.7K
|
+340
|
+7%
|
|
|
1017
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$828K
|
+$265K
|
+1,932
|
+58%
|
|
|
1018
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$826K
|
+$6.04K
|
+44
|
+0.8%
|
|
|
1019
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$825K
|
-$931K
|
-6,788
|
-56%
|
|
|
1020
|
AMG Funds
Stamford,
Connecticut
|
$825K
|
-$107K
|
-780
|
-13%
|
|
|
1021
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$820K
|
+$186K
|
+1,354
|
+35%
|
|
|
1022
|
Tradewinds Capital Management
Bellingham,
Washington
|
$818K
|
–
|
–
|
–
|
|
|
1023
|
Oxford Financial Group
Carmel,
Indiana
|
$802K
|
–
|
–
|
–
|
|
|
1024
|
GSA Capital Partners
London,
United Kingdom
|
$796K
|
+$694K
|
+5,055
|
New
|
|
|
1025
|
M&R Capital Management
Summit,
New Jersey
|
$791K
|
-$123K
|
-900
|
-15%
|
|
