|
1001
|
Keel Point
Huntsville,
Alabama
|
$391K
|
+$6.15K
|
+32
|
+2%
|
|
|
1002
|
Summit Financial Strategies
Columbus,
Ohio
|
$390K
|
+$10.6K
|
+55
|
+3%
|
|
|
1003
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$389K
|
+$42.3K
|
+220
|
+13%
|
|
|
1004
|
HSBC Holdings
London,
United Kingdom
|
$389K
|
-$401K
|
-2,085
|
-52%
|
|
|
1005
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$389K
|
–
|
–
|
–
|
|
|
1006
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$388K
|
+$24.6K
|
+128
|
+7%
|
|
|
1007
|
Sapient Capital
Indianapolis,
Indiana
|
$388K
|
–
|
–
|
–
|
|
|
1008
|
Wilson & Boucher Capital Management
Moraga,
California
|
$386K
|
–
|
–
|
–
|
|
|
1009
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$385K
|
–
|
–
|
–
|
|
|
1010
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$385K
|
-$9.04K
|
-47
|
-2%
|
|
|
1011
|
Fiduciary Trust
Boston,
Massachusetts
|
$382K
|
+$366K
|
+1,902
|
New
|
|
|
1012
|
CGC Financial Services
Lake Oswego,
Oregon
|
$382K
|
–
|
–
|
–
|
|
|
1013
|
Team Hewins
Redwood City,
California
|
$381K
|
–
|
–
|
–
|
|
|
1014
|
SteelPeak Wealth
Woodland Hills,
California
|
$381K
|
+$2.5K
|
+13
|
+0.7%
|
|
|
1015
|
Curi RMB Capital
Chicago,
Illinois
|
$380K
|
+$44.2K
|
+230
|
+14%
|
|
|
1016
|
Investments & Financial Planning LLC
Lexington,
Kentucky
|
$380K
|
-$199K
|
-1,035
|
-35%
|
|
|
1017
|
Strategic Blueprint
Atlanta,
Georgia
|
$379K
|
-$376K
|
-1,957
|
-51%
|
|
|
1018
|
Evercore Wealth Management
New York
|
$378K
|
-$9.61K
|
-50
|
-3%
|
|
|
1019
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$378K
|
-$1.92K
|
-10
|
-0.5%
|
|
|
1020
|
Skyline Advisors
Bellingham,
Washington
|
$378K
|
–
|
–
|
–
|
|
|
1021
|
SpiderRock Advisors
Wilimington,
Delaware
|
$378K
|
+$362K
|
+1,882
|
New
|
|
|
1022
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$377K
|
–
|
–
|
–
|
|
|
1023
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$376K
|
+$360K
|
+1,873
|
New
|
|
|
1024
|
Venturi Wealth Management
Austin,
Texas
|
$375K
|
+$321K
|
+1,671
|
+844%
|
|
|
1025
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$375K
|
–
|
–
|
–
|
|
