|
1001
|
Summit Financial Strategies
Columbus,
Ohio
|
$345K
|
+$3.88K
|
+21
|
+1%
|
|
|
1002
|
Skyline Advisors
Bellingham,
Washington
|
$344K
|
–
|
–
|
–
|
|
|
1003
|
Fidelis Capital Partners
Tampa,
Florida
|
$343K
|
+$36.9K
|
+200
|
+12%
|
|
|
1004
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$343K
|
–
|
–
|
–
|
|
|
1005
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$341K
|
+$1.85K
|
+10
|
+0.5%
|
|
|
1006
|
Guardian Wealth Management (Illinois)
Peoria,
Illinois
|
$340K
|
+$93.3K
|
+505
|
+37%
|
|
|
1007
|
Next Level Private
Harrison,
New York
|
$340K
|
–
|
–
|
–
|
|
|
1008
|
AQR Capital Management
Greenwich,
Connecticut
|
$340K
|
+$49.1K
|
+266
|
+17%
|
|
|
1009
|
New Hampshire Trust
Concord,
New Hampshire
|
$338K
|
–
|
–
|
–
|
|
|
1010
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$338K
|
-$8.13K
|
-44
|
-2%
|
|
|
1011
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$338K
|
+$40.6K
|
+220
|
+13%
|
|
|
1012
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$338K
|
–
|
–
|
–
|
|
|
1013
|
BOK Financial Private Wealth
Denver,
Colorado
|
$337K
|
–
|
–
|
–
|
|
|
1014
|
Park Edge Advisors
Cleveland,
Ohio
|
$337K
|
–
|
–
|
–
|
|
|
1015
|
Austin Wealth Management
Austin,
Texas
|
$336K
|
-$24.6K
|
-133
|
-7%
|
|
|
1016
|
Lodestar Private Asset Management
Alamo,
California
|
$336K
|
+$98.6K
|
+534
|
+41%
|
|
|
1017
|
Solutions 4 Wealth
Southlake,
Texas
|
$336K
|
–
|
–
|
–
|
|
|
1018
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$334K
|
+$2.22K
|
+12
|
+0.7%
|
|
|
1019
|
Appleton Partners
Boston,
Massachusetts
|
$332K
|
-$20.7K
|
-112
|
-6%
|
|
|
1020
|
QRG Capital Management
Chicago,
Illinois
|
$331K
|
+$57.3K
|
+310
|
+21%
|
|
|
1021
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$331K
|
-$2.03K
|
-11
|
-0.6%
|
|
|
1022
|
Client 1st Advisory Group
Dunedin,
Florida
|
$330K
|
–
|
–
|
–
|
|
|
1023
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$329K
|
-$17.4K
|
-94
|
-5%
|
|
|
1024
|
American National Bank & Trust
Wichita Falls,
Texas
|
$329K
|
+$81.8K
|
+443
|
+33%
|
|
|
1025
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$324K
|
+$59.7K
|
+323
|
+23%
|
|
