|
1001
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
$525K
|
+$509K
|
+1,809
|
New
|
|
|
1002
|
Clarius Group LLC
Seattle,
Washington
|
$524K
|
-$111K
|
-396
|
-18%
|
|
|
1003
|
Northeast Investment Management
Boston,
Massachusetts
|
$522K
|
–
|
–
|
–
|
|
|
1004
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$522K
|
–
|
–
|
–
|
|
|
1005
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$519K
|
-$7.88K
|
-28
|
-2%
|
|
|
1006
|
Personal CFO Solutions
Chester,
New Jersey
|
$519K
|
+$15.8K
|
+56
|
+3%
|
|
|
1007
|
Capital Performance Advisors
Walnut Creek,
California
|
$518K
|
+$164K
|
+581
|
+48%
|
|
|
1008
|
Segment Wealth Management
Houston,
Texas
|
$517K
|
+$59.1K
|
+210
|
+13%
|
|
|
1009
|
Drive Wealth Management
Lehi,
Utah
|
$515K
|
+$6.47K
|
+23
|
+1%
|
|
|
1010
|
Modern Wealth Management
Lenexa,
Kansas
|
$514K
|
+$9.57K
|
+34
|
+2%
|
|
|
1011
|
Hamel Associates
Chatham,
New Jersey
|
$512K
|
+$75.7K
|
+269
|
+18%
|
|
|
1012
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
$510K
|
-$44.8K
|
-159
|
-8%
|
|
|
1013
|
Longfellow Investment Management
Boston,
Massachusetts
|
$509K
|
–
|
–
|
–
|
|
|
1014
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$508K
|
–
|
–
|
–
|
|
|
1015
|
WesBanco Bank
Wheeling,
West Virginia
|
$506K
|
-$281
|
-1
|
-0.1%
|
|
|
1016
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$504K
|
–
|
–
|
–
|
|
|
1017
|
Sylvest Advisors
Dallas,
Texas
|
$503K
|
–
|
–
|
–
|
|
|
1018
|
Y-Intercept (HK)
Hong Kong
|
$502K
|
-$1.1M
|
-3,917
|
-69%
|
|
|
1019
|
VestGen Advisors
Inverness,
Illinois
|
$501K
|
+$16.3K
|
+58
|
+3%
|
|
|
1020
|
Pavion Blue Capital
Newport Beach,
California
|
$500K
|
–
|
–
|
–
|
|
|
1021
|
SYM Financial Corp
Winona Lake,
Indiana
|
$500K
|
+$3.38K
|
+12
|
+0.7%
|
|
|
1022
|
Destination Wealth Management
Walnut Creek,
California
|
$500K
|
-$281
|
-1
|
-0.1%
|
|
|
1023
|
Waddell & Associates
Memphis,
Tennessee
|
$498K
|
+$42.5K
|
+151
|
+10%
|
|
|
1024
|
Opus Capital Group
Cincinnati,
Ohio
|
$497K
|
-$64.7K
|
-230
|
-12%
|
|
|
1025
|
Busey Bank
Urbana,
Illinois
|
$495K
|
+$12.1K
|
+43
|
+3%
|
|
