|
1001
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$706K
|
+$41.9K
|
+480
|
+7%
|
|
|
1002
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$705K
|
–
|
–
|
–
|
|
|
1003
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$703K
|
+$161K
|
+1,840
|
+32%
|
|
|
1004
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$701K
|
-$130K
|
-1,488
|
-17%
|
|
|
1005
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$698K
|
+$4.89K
|
+56
|
+0.8%
|
|
|
1006
|
D'Orazio & Associates
Falls Church,
Virginia
|
$696K
|
-$2.1K
|
-24
|
-0.3%
|
|
|
1007
|
Sepio Capital
Salt Lake City,
Utah
|
$692K
|
–
|
–
|
–
|
|
|
1008
|
BCGM Wealth Management
Lafayette,
Indiana
|
$692K
|
+$648K
|
+7,416
|
New
|
|
|
1009
|
HeadInvest LLC
Portland,
Maine
|
$691K
|
-$6.99K
|
-80
|
-1%
|
|
|
1010
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$691K
|
+$17.5K
|
+200
|
+3%
|
|
|
1011
|
FAS Wealth Partners
Leawood,
Kansas
|
$689K
|
+$699
|
+8
|
+0.1%
|
|
|
1012
|
Colonial Trust
Spartanburg,
South Carolina
|
$688K
|
–
|
–
|
–
|
|
|
1013
|
Timonier Family Office
Winston Salem,
North Carolina
|
$687K
|
–
|
–
|
–
|
|
|
1014
|
Brass Tax Wealth Management
Cincinnati,
Ohio
|
$686K
|
+$53.8K
|
+616
|
+9%
|
|
|
1015
|
Mengis Capital Management
Portland,
Oregon
|
$685K
|
–
|
–
|
–
|
|
|
1016
|
First Trust Advisors
Wheaton,
Illinois
|
$685K
|
-$44K
|
-504
|
-6%
|
|
|
1017
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$683K
|
–
|
–
|
–
|
|
|
1018
|
Terra Nova Asset Management
New York
|
$683K
|
–
|
–
|
–
|
|
|
1019
|
Lunt Capital Management
Holladay,
Utah
|
$683K
|
–
|
–
|
–
|
|
|
1020
|
Verus Capital Partners
Scottsdale,
Arizona
|
$683K
|
+$29.4K
|
+336
|
+5%
|
|
|
1021
|
Journey Strategic Wealth
Summit,
New Jersey
|
$682K
|
+$16.1K
|
+184
|
+3%
|
|
|
1022
|
Koshinski Asset Management
Decatur,
Illinois
|
$681K
|
-$16.8K
|
-192
|
-3%
|
|
|
1023
|
Golden State Equity Partners
South Coast Metro,
California
|
$681K
|
-$26.6K
|
-304
|
-4%
|
|
|
1024
|
Florida Financial Advisors
Tampa,
Florida
|
$680K
|
-$384K
|
-4,392
|
-38%
|
|
|
1025
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$679K
|
+$635K
|
+7,272
|
New
|
|
