|
1001
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$875K
|
+$19.2K
|
+392
|
+2%
|
|
|
1002
|
Americana Partners
Houston,
Texas
|
$875K
|
+$166K
|
+3,393
|
+23%
|
|
|
1003
|
Corundum Group
Colorado Springs,
Colorado
|
$871K
|
–
|
–
|
–
|
|
|
1004
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$859K
|
-$146K
|
-2,983
|
-15%
|
|
|
1005
|
Waterfront Wealth
Overland Park,
Kansas
|
$859K
|
+$384K
|
+7,858
|
+84%
|
|
|
1006
|
Credit Suisse
Zurich,
Switzerland
|
$854K
|
-$1.14M
|
-23,318
|
-57%
|
|
|
1007
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$852K
|
-$10.8K
|
-222
|
-1%
|
|
|
1008
|
Retirement Systems of Alabama
Montgomery,
Alabama
|
$850K
|
–
|
–
|
–
|
|
|
1009
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$850K
|
+$547K
|
+11,192
|
+183%
|
|
|
1010
|
INVST
Indianapolis,
Indiana
|
$841K
|
+$812K
|
+16,625
|
New
|
|
|
1011
|
EPG Wealth Management
Atlanta,
Georgia
|
$837K
|
+$52.9K
|
+1,082
|
+7%
|
|
|
1012
|
Centric Wealth Management
Chicago,
Illinois
|
$835K
|
+$831K
|
+17,000
|
New
|
|
|
1013
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$833K
|
-$6.94K
|
-142
|
-0.8%
|
|
|
1014
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$833K
|
+$567K
|
+11,616
|
+217%
|
|
|
1015
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$827K
|
+$84.2K
|
+1,724
|
+11%
|
|
|
1016
|
Montag & Associates
Atlanta,
Georgia
|
$826K
|
+$4.74K
|
+97
|
+0.6%
|
|
|
1017
|
Howland Capital Management
Boston,
Massachusetts
|
$825K
|
+$27.7K
|
+567
|
+3%
|
|
|
1018
|
MACRO Consulting Group
Parsippany,
New Jersey
|
$823K
|
-$40.8K
|
-835
|
-5%
|
|
|
1019
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$817K
|
-$91.2K
|
-1,866
|
-10%
|
|
|
1020
|
Citizens Financial Group
Providence,
Rhode Island
|
$817K
|
+$4.2K
|
+86
|
+0.5%
|
|
|
1021
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$816K
|
+$1.95K
|
+40
|
+0.2%
|
|
|
1022
|
Magnus Financial Group
New York
|
$815K
|
-$2.23M
|
-45,686
|
-73%
|
|
|
1023
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$812K
|
+$75K
|
+1,536
|
+5%
|
|
|
1024
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$807K
|
+$303K
|
+6,208
|
+61%
|
|
|
1025
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$806K
|
-$80.6K
|
-1,650
|
-9%
|
|
