|
1001
|
Strategic Financial Concepts
San Antonio,
Texas
|
$2.03M
|
-$145K
|
-3,164
|
-6%
|
|
|
1002
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$2.02M
|
+$27.8K
|
+607
|
+1%
|
|
|
1003
|
Arrowroot Family Office
Marina Del Rey,
California
|
$2.02M
|
+$561K
|
+12,262
|
+36%
|
|
|
1004
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$2.02M
|
+$1.42K
|
+31
|
+0.1%
|
|
|
1005
|
LPWM LLC
Minneapolis,
Minnesota
|
$2.02M
|
+$95.1K
|
+2,079
|
+5%
|
|
|
1006
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$2.01M
|
-$348K
|
-7,604
|
-14%
|
|
|
1007
|
Meridian Management
Little Rock,
Arkansas
|
$1.99M
|
-$98.9K
|
-2,161
|
-5%
|
|
|
1008
|
One Wealth Advisors
San Francisco,
California
|
$1.99M
|
-$8.33K
|
-182
|
-0.4%
|
|
|
1009
|
Shufro Rose & Co
New York
|
$1.99M
|
+$144K
|
+3,149
|
+7%
|
|
|
1010
|
PFG Investments
Woodbury,
New York
|
$1.98M
|
+$499K
|
+10,897
|
+32%
|
|
|
1011
|
Jefferies Financial Group
New York
|
$1.97M
|
+$1.24M
|
+27,130
|
+151%
|
|
|
1012
|
Sterling Financial Planning
Sparta,
New Jersey
|
$1.95M
|
-$67.8K
|
-1,482
|
-3%
|
|
|
1013
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$1.95M
|
+$300K
|
+6,545
|
+17%
|
|
|
1014
|
Collective Family Office
York,
Pennsylvania
|
$1.93M
|
+$286K
|
+6,252
|
+16%
|
|
|
1015
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$1.93M
|
-$201K
|
-4,389
|
-9%
|
|
|
1016
|
Perennial Investment Advisors
Los Angeles,
California
|
$1.92M
|
+$104K
|
+2,262
|
+5%
|
|
|
1017
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$1.91M
|
-$1.6M
|
-34,921
|
-44%
|
|
|
1018
|
Lodestone Wealth Management
Spokane,
Washington
|
$1.91M
|
+$90K
|
+1,966
|
+5%
|
|
|
1019
|
Highline Wealth Partners
Sherman Oaks,
California
|
$1.91M
|
-$20.7K
|
-452
|
-1%
|
|
|
1020
|
Pachira Investments
Dana Point,
California
|
$1.91M
|
+$233K
|
+5,094
|
+13%
|
|
|
1021
|
Column Capital Advisors
Indianapolis,
Indiana
|
$1.91M
|
-$8.12M
|
-177,414
|
-33%
|
|
|
1022
|
Affinity Capital Advisors
Berkeley,
California
|
$1.9M
|
-$362K
|
-7,914
|
-15%
|
|
|
1023
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$1.9M
|
-$44.8K
|
-979
|
-2%
|
|
|
1024
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$1.9M
|
-$7.05M
|
-154,139
|
-78%
|
|
|
1025
|
Essex Financial Services
Essex,
Connecticut
|
$1.89M
|
+$196K
|
+4,288
|
+11%
|
|
