|
1001
|
Scott Capital Advisors
Portland,
Oregon
|
$3.35M
|
+$426K
|
+8,473
|
+14%
|
|
|
1002
|
Diversified Trust
Memphis,
Tennessee
|
$3.33M
|
+$63.3K
|
+1,261
|
+2%
|
|
|
1003
|
Baron Wealth Management
Troy,
Michigan
|
$3.32M
|
+$18.2K
|
+363
|
+0.5%
|
|
|
1004
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$3.31M
|
+$2.06M
|
+41,085
|
+146%
|
|
|
1005
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$3.31M
|
+$3.48M
|
+69,198
|
New
|
|
|
1006
|
DRW Securities
Chicago,
Illinois
|
$3.29M
|
+$3.45M
|
+68,781
|
New
|
|
|
1007
|
WesBanco Bank
Wheeling,
West Virginia
|
$3.28M
|
-$373K
|
-7,426
|
-10%
|
|
|
1008
|
TD Private Client Wealth
New York
|
$3.28M
|
+$538K
|
+10,710
|
+19%
|
|
|
1009
|
Forum Financial Management
Lombard,
Illinois
|
$3.27M
|
+$327K
|
+6,520
|
+11%
|
|
|
1010
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$3.27M
|
-$1.07M
|
-21,305
|
-24%
|
|
|
1011
|
Steph & Co
Marinette,
Wisconsin
|
$3.24M
|
-$9.59K
|
-191
|
-0.3%
|
|
|
1012
|
CogentBlue Wealth Advisors
Knoxville,
Tennessee
|
$3.24M
|
+$3.4M
|
+67,773
|
New
|
|
|
1013
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$3.22M
|
-$66.9K
|
-1,332
|
-2%
|
|
|
1014
|
VERITY Wealth Advisors
Sausalito,
United States
|
$3.21M
|
+$73.4K
|
+1,462
|
+2%
|
|
|
1015
|
Gold Investment Management
Edmonton,
Alberta, Canada
|
$3.2M
|
–
|
–
|
–
|
|
|
1016
|
Jennison Associates
New York
|
$3.2M
|
+$1.41M
|
+28,037
|
+72%
|
|
|
1017
|
Shufro Rose & Co
New York
|
$3.19M
|
+$686K
|
+13,666
|
+26%
|
|
|
1018
|
Caldwell Trust
Venice,
Florida
|
$3.19M
|
+$290K
|
+5,782
|
+9%
|
|
|
1019
|
Washington Trust Bank
Spokane,
Washington
|
$3.16M
|
+$442K
|
+8,793
|
+15%
|
|
|
1020
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$3.16M
|
-$68.2K
|
-1,359
|
-2%
|
|
|
1021
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$3.16M
|
+$3.32M
|
+66,024
|
New
|
|
|
1022
|
Sincerus Advisory
New York
|
$3.13M
|
+$3.29M
|
+65,442
|
New
|
|
|
1023
|
Conning Inc
Hartford,
Connecticut
|
$3.12M
|
–
|
–
|
–
|
|
|
1024
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$3.12M
|
+$3.27M
|
+65,201
|
New
|
|
|
1025
|
Golden Road Advisors
Tampa,
Florida
|
$3.12M
|
+$47K
|
+935
|
+1%
|
|
