|
1001
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$1.88M
|
+$1.48M
|
+33,311
|
+404%
|
|
|
1002
|
3Chopt Investment Partners
Richmond,
Virginia
|
$1.86M
|
+$160K
|
+3,583
|
+10%
|
|
|
1003
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$1.86M
|
-$108K
|
-2,419
|
-6%
|
|
|
1004
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$1.85M
|
+$347K
|
+7,798
|
+23%
|
|
|
1005
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.85M
|
-$478K
|
-10,739
|
-21%
|
|
|
1006
|
Strategic Financial Planning
Plano,
Texas
|
$1.84M
|
-$24.4K
|
-548
|
-1%
|
|
|
1007
|
Willis Johnson & Associates
Houston,
Texas
|
$1.83M
|
+$35.9K
|
+805
|
+2%
|
|
|
1008
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.83M
|
+$1.81M
|
+40,573
|
New
|
|
|
1009
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.82M
|
-$63.9K
|
-1,434
|
-3%
|
|
|
1010
|
Lodestone Wealth Management
Spokane,
Washington
|
$1.82M
|
+$123K
|
+2,760
|
+7%
|
|
|
1011
|
Aureus Asset Management
Boston,
Massachusetts
|
$1.81M
|
-$570K
|
-12,787
|
-24%
|
|
|
1012
|
Calton & Associates
Tampa,
Florida
|
$1.81M
|
-$1.39M
|
-31,104
|
-44%
|
|
|
1013
|
Hardy Reed
Tupelo,
Mississippi
|
$1.78M
|
-$19.1K
|
-428
|
-1%
|
|
|
1014
|
CIC Wealth
Rockville,
Maryland
|
$1.77M
|
+$175K
|
+3,925
|
+11%
|
|
|
1015
|
Flower City Capital
Pittsford,
New York
|
$1.77M
|
-$58.7K
|
-1,318
|
-3%
|
|
|
1016
|
Soltis Investment Advisors
St. George,
Utah
|
$1.76M
|
+$18.2K
|
+409
|
+1%
|
|
|
1017
|
Buck Wealth Strategies
Denver,
Colorado
|
$1.76M
|
+$1.74M
|
+39,009
|
New
|
|
|
1018
|
Callan Family Office
Radnor,
Pennsylvania
|
$1.75M
|
–
|
–
|
–
|
|
|
1019
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.74M
|
-$131K
|
-2,930
|
-7%
|
|
|
1020
|
Drive Wealth Management
Lehi,
Utah
|
$1.73M
|
-$349K
|
-7,837
|
-17%
|
|
|
1021
|
Advisor Partners II
Walnut Creek,
California
|
$1.72M
|
+$1.29M
|
+29,056
|
+322%
|
|
|
1022
|
Asset Dedication LLC
San Francisco,
California
|
$1.72M
|
+$7.62K
|
+171
|
+0.5%
|
|
|
1023
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$1.71M
|
-$20.3K
|
-455
|
-1%
|
|
|
1024
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$1.7M
|
+$13.4K
|
+300
|
+0.8%
|
|
|
1025
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$1.7M
|
-$70.6K
|
-1,585
|
-4%
|
|
