|
1001
|
Creekside Partners
Petaluma,
California
|
$251K
|
+$2.83K
|
+34
|
+1%
|
|
|
1002
|
Brass Tax Wealth Management
Cincinnati,
Ohio
|
$250K
|
-$6.57K
|
-79
|
-3%
|
|
|
1003
|
Insigneo Advisory Services
Miami,
Florida
|
$250K
|
+$247K
|
+2,973
|
New
|
|
|
1004
|
GEM Asset Management
Plymouth,
Michigan
|
$249K
|
+$246K
|
+2,960
|
New
|
|
|
1005
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$247K
|
–
|
–
|
–
|
|
|
1006
|
Univest Financial
Souderton,
Pennsylvania
|
$246K
|
+$416
|
+5
|
+0.2%
|
|
|
1007
|
Stevens Capital Partners
Omaha,
Nebraska
|
$246K
|
+$12.1K
|
+145
|
+5%
|
|
|
1008
|
Argentarii
Cincinnati,
Ohio
|
$244K
|
+$14.1K
|
+170
|
+6%
|
|
|
1009
|
Minot DeBlois Advisors
Boston,
Massachusetts
|
$244K
|
–
|
–
|
–
|
|
|
1010
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$243K
|
-$26K
|
-313
|
-10%
|
|
|
1011
|
Middleton & Co
Boston,
Massachusetts
|
$242K
|
–
|
–
|
–
|
|
|
1012
|
SWMG LLC
Fort Worth,
Texas
|
$239K
|
-$8.9K
|
-107
|
-4%
|
|
|
1013
|
Members Trust
Tampa,
Florida
|
$238K
|
-$13.2K
|
-159
|
-5%
|
|
|
1014
|
Berger Financial Group
Plymouth,
Minnesota
|
$237K
|
–
|
–
|
–
|
|
|
1015
|
Continuum Advisory
Eagle,
Idaho
|
$236K
|
-$30.3K
|
-364
|
-11%
|
|
|
1016
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$236K
|
+$233K
|
+2,800
|
New
|
|
|
1017
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$235K
|
-$27.8K
|
-334
|
-11%
|
|
|
1018
|
Baskin Financial Services
Toronto,
Ontario, Canada
|
$235K
|
–
|
–
|
–
|
|
|
1019
|
Calton & Associates
Tampa,
Florida
|
$232K
|
+$230K
|
+2,764
|
New
|
|
|
1020
|
First Horizon Corporation
Memphis,
Tennessee
|
$231K
|
+$229K
|
+2,748
|
New
|
|
|
1021
|
rebel Financial
Groveport,
Ohio
|
$231K
|
–
|
–
|
–
|
|
|
1022
|
NorthLanding Financial Partners
Rochester,
New York
|
$230K
|
+$2.75K
|
+33
|
+1%
|
|
|
1023
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$229K
|
-$3.99K
|
-48
|
-2%
|
|
|
1024
|
Peak Retirement Planning
Columbus,
Ohio
|
$227K
|
-$11.1K
|
-134
|
-5%
|
|
|
1025
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$226K
|
-$49.8K
|
-599
|
-18%
|
|
