|
1001
|
Lee Financial
Dallas,
Texas
|
$1.6M
|
+$496
|
+2
|
+0%
|
|
|
1002
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$1.6M
|
-$4.96K
|
-20
|
-0.3%
|
|
|
1003
|
Willow Creek Wealth Management
Sebastopol,
California
|
$1.59M
|
+$524K
|
+2,112
|
+51%
|
|
|
1004
|
OFC Financial Planning
Short Hills,
New Jersey
|
$1.59M
|
-$21.8K
|
-88
|
-1%
|
|
|
1005
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.58M
|
+$29K
|
+117
|
+2%
|
|
|
1006
|
Romano Brothers & Co
Evanston,
Illinois
|
$1.58M
|
-$27.3K
|
-110
|
-2%
|
|
|
1007
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$1.57M
|
-$59K
|
-238
|
-4%
|
|
|
1008
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$1.56M
|
-$92.3K
|
-372
|
-6%
|
|
|
1009
|
Tompkins Financial
Ithaca,
New York
|
$1.55M
|
-$118K
|
-475
|
-7%
|
|
|
1010
|
Muirfield Wealth Advisors
Charlotte,
North Carolina
|
$1.55M
|
-$1.74K
|
-7
|
-0.1%
|
|
|
1011
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$1.55M
|
+$41.2K
|
+166
|
+3%
|
|
|
1012
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$1.55M
|
+$185K
|
+746
|
+14%
|
|
|
1013
|
Private Trust Company
Cleveland,
Ohio
|
$1.55M
|
+$295K
|
+1,189
|
+24%
|
|
|
1014
|
Berkeley Capital Partners
Milton,
Georgia
|
$1.54M
|
+$15.4K
|
+62
|
+1%
|
|
|
1015
|
Westover Capital Advisors
Wilmington,
Delaware
|
$1.54M
|
-$1.74K
|
-7
|
-0.1%
|
|
|
1016
|
Hall Capital Management
Barrington,
Rhode Island
|
$1.54M
|
-$32.5K
|
-131
|
-2%
|
|
|
1017
|
Trivium Point Advisory
Westport,
Connecticut
|
$1.53M
|
-$33.7K
|
-136
|
-2%
|
|
|
1018
|
Paulson Wealth Management
Wheaton,
Illinois
|
$1.53M
|
-$52.3K
|
-211
|
-3%
|
|
|
1019
|
PlanWiser Financial
Colorado Springs,
Colorado
|
$1.53M
|
-$50.1K
|
-202
|
-3%
|
|
|
1020
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$1.53M
|
-$16.9K
|
-68
|
-1%
|
|
|
1021
|
Clear Creek Financial Management
Silverdale,
Washington
|
$1.53M
|
+$10.9K
|
+44
|
+0.7%
|
|
|
1022
|
S&T Bank
Indiana,
Pennsylvania
|
$1.53M
|
–
|
–
|
–
|
|
|
1023
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.52M
|
-$45.9K
|
-185
|
-3%
|
|
|
1024
|
Wisconsin Wealth Advisors
Sun Prairie,
Wisconsin
|
$1.52M
|
-$27.5K
|
-111
|
-2%
|
|
|
1025
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$1.52M
|
+$51.6K
|
+208
|
+4%
|
|
