|
1001
|
SC&H Financial Advisors
Sparks,
Maryland
|
$1.17M
|
+$5.05K
|
+23
|
+0.4%
|
|
|
1002
|
Western Wealth Management
Golden,
Colorado
|
$1.17M
|
+$58.6K
|
+267
|
+5%
|
|
|
1003
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$1.17M
|
-$9.44K
|
-43
|
-0.8%
|
|
|
1004
|
First American Bank
Dundee,
Illinois
|
$1.17M
|
-$6.15K
|
-28
|
-0.5%
|
|
|
1005
|
TFG Advisers
Auburn Hills,
Michigan
|
$1.17M
|
-$36.5K
|
-166
|
-3%
|
|
|
1006
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$1.17M
|
+$1.18M
|
+5,383
|
New
|
|
|
1007
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$1.15M
|
-$29.9K
|
-136
|
-3%
|
|
|
1008
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$1.15M
|
+$55.6K
|
+253
|
+5%
|
|
|
1009
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$1.15M
|
-$48.1K
|
-219
|
-4%
|
|
|
1010
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$1.14M
|
+$221K
|
+1,006
|
+24%
|
|
|
1011
|
Vident Advisory
Alpharetta,
Georgia
|
$1.14M
|
–
|
–
|
–
|
|
|
1012
|
Fortitude Family Office
Scottsdale,
Arizona
|
$1.14M
|
–
|
–
|
–
|
|
|
1013
|
FIDELIS iM
Medford,
Oregon
|
$1.13M
|
–
|
–
|
–
|
|
|
1014
|
Gryphon Financial Partners
Columbus,
Ohio
|
$1.13M
|
+$84.8K
|
+386
|
+8%
|
|
|
1015
|
|
$1.12M
|
+$1.13M
|
+5,132
|
New
|
|
|
1016
|
Tranquility Partners
Brentwood,
Tennessee
|
$1.12M
|
+$23.9K
|
+109
|
+2%
|
|
|
1017
|
First Business Financial Services
Madison,
Wisconsin
|
$1.12M
|
–
|
–
|
–
|
|
|
1018
|
Nabity-Jensen Investment Management
Omaha,
Nebraska
|
$1.12M
|
+$49.6K
|
+226
|
+5%
|
|
|
1019
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$1.11M
|
+$1.12M
|
+5,103
|
New
|
|
|
1020
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$1.11M
|
–
|
–
|
–
|
|
|
1021
|
CPA Asset Management
West Palm Beach,
Florida
|
$1.11M
|
–
|
–
|
–
|
|
|
1022
|
Fisher Asset Management
Camas,
Washington
|
$1.11M
|
+$52.3K
|
+238
|
+5%
|
|
|
1023
|
O'Rourke & Company
Boston,
Massachusetts
|
$1.1M
|
–
|
–
|
–
|
|
|
1024
|
Coastline Trust
Providence,
Rhode Island
|
$1.1M
|
+$98.8K
|
+450
|
+10%
|
|
|
1025
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$1.1M
|
–
|
–
|
–
|
|
