|
1001
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$1.5M
|
+$108K
|
+482
|
+8%
|
|
|
1002
|
Patron Partners
Houston,
Texas
|
$1.5M
|
+$132K
|
+591
|
+10%
|
|
|
1003
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$1.5M
|
-$223
|
-1
|
-0%
|
|
|
1004
|
Romano Brothers & Co
Evanston,
Illinois
|
$1.49M
|
-$176K
|
-788
|
-11%
|
|
|
1005
|
Lee Financial
Dallas,
Texas
|
$1.49M
|
-$31K
|
-139
|
-2%
|
|
|
1006
|
First American Bank
Dundee,
Illinois
|
$1.48M
|
-$109K
|
-488
|
-7%
|
|
|
1007
|
Paulson Wealth Management
Wheaton,
Illinois
|
$1.48M
|
+$76.5K
|
+343
|
+6%
|
|
|
1008
|
NBC Securities
Birmingham,
Alabama
|
$1.47M
|
-$446
|
-2
|
-0%
|
|
|
1009
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.46M
|
-$6.02K
|
-27
|
-0.4%
|
|
|
1010
|
Hall Capital Management
Barrington,
Rhode Island
|
$1.46M
|
+$12K
|
+54
|
+0.9%
|
|
|
1011
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$1.46M
|
+$278K
|
+1,247
|
+25%
|
|
|
1012
|
Trivium Point Advisory
Westport,
Connecticut
|
$1.46M
|
-$1.79M
|
-8,043
|
-57%
|
|
|
1013
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$1.46M
|
+$9.59K
|
+43
|
+0.7%
|
|
|
1014
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$1.46M
|
-$1.11K
|
-5
|
-0.1%
|
|
|
1015
|
Muirfield Wealth Advisors
Charlotte,
North Carolina
|
$1.45M
|
-$39.5K
|
-177
|
-3%
|
|
|
1016
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.45M
|
+$693K
|
+3,105
|
+104%
|
|
|
1017
|
Wisconsin Wealth Advisors
Sun Prairie,
Wisconsin
|
$1.45M
|
+$56.7K
|
+254
|
+4%
|
|
|
1018
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$1.44M
|
-$82.3K
|
-369
|
-6%
|
|
|
1019
|
Westover Capital Advisors
Wilmington,
Delaware
|
$1.43M
|
-$4.91K
|
-22
|
-0.4%
|
|
|
1020
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$1.43M
|
+$551K
|
+2,472
|
+69%
|
|
|
1021
|
Madden Advisory Services
Jacksonville,
Florida
|
$1.43M
|
+$27K
|
+121
|
+2%
|
|
|
1022
|
Ironwood Financial
Tucson,
Arizona
|
$1.43M
|
–
|
–
|
–
|
|
|
1023
|
Custos Family Office
Austin,
Texas
|
$1.43M
|
-$157K
|
-704
|
-10%
|
|
|
1024
|
S&T Bank
Indiana,
Pennsylvania
|
$1.42M
|
–
|
–
|
–
|
|
|
1025
|
Berkeley Capital Partners
Milton,
Georgia
|
$1.42M
|
-$7.58K
|
-34
|
-0.6%
|
|
