|
1001
|
Howard Wealth Management
Madison,
Connecticut
|
$753K
|
+$21.4K
|
+232
|
+3%
|
|
|
1002
|
UMB Bank
Kansas City,
Missouri
|
$752K
|
–
|
–
|
–
|
|
|
1003
|
Golden State Equity Partners
South Coast Metro,
California
|
$751K
|
+$203K
|
+2,208
|
+34%
|
|
|
1004
|
Wealth Effects
Boston,
Massachusetts
|
$751K
|
–
|
–
|
–
|
|
|
1005
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$751K
|
-$64.1K
|
-696
|
-7%
|
|
|
1006
|
Advyzon Investment Management
Lisle,
Illinois
|
$750K
|
-$573K
|
-6,224
|
-42%
|
|
|
1007
|
Vickerman Investment Advisors
Spokane,
Washington
|
$749K
|
–
|
–
|
–
|
|
|
1008
|
Destiny Wealth Partners
Tavares,
Florida
|
$749K
|
+$791K
|
+8,592
|
New
|
|
|
1009
|
Hamilton Wealth
Encino,
California
|
$747K
|
+$788K
|
+8,560
|
New
|
|
|
1010
|
Donalies Financial Planning
Washington,
District of Columbia
|
$744K
|
-$33.9K
|
-368
|
-4%
|
|
|
1011
|
Segment Wealth Management
Houston,
Texas
|
$742K
|
-$261K
|
-2,840
|
-25%
|
|
|
1012
|
Capital Performance Advisors
Walnut Creek,
California
|
$742K
|
+$58.2K
|
+632
|
+8%
|
|
|
1013
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$739K
|
+$75.1K
|
+816
|
+11%
|
|
|
1014
|
Kraematon Investment Advisors
Braintree,
Massachusetts
|
$735K
|
-$14K
|
-152
|
-2%
|
|
|
1015
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$731K
|
+$109K
|
+1,184
|
+16%
|
|
|
1016
|
Alchemi Wealth
Essex,
Connecticut
|
$731K
|
+$13.3K
|
+144
|
+2%
|
|
|
1017
|
Calder Financial
Downingtown,
Pennsylvania
|
$730K
|
-$124K
|
-1,352
|
-14%
|
|
|
1018
|
RB Capital Management
Reno,
Nevada
|
$729K
|
+$19.2K
|
+208
|
+3%
|
|
|
1019
|
J. Derek Lewis & Associates
Newport Beach,
California
|
$727K
|
+$78.1K
|
+848
|
+11%
|
|
|
1020
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$727K
|
+$737K
|
+8,000
|
+2,381%
|
|
|
1021
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$722K
|
–
|
–
|
–
|
|
|
1022
|
Chris Bulman
Roseville,
California
|
$719K
|
+$24.3K
|
+264
|
+3%
|
|
|
1023
|
American Capital Advisory
Ketchum,
Idaho
|
$717K
|
–
|
–
|
–
|
|
|
1024
|
Sterling Capital Management
Charlotte,
North Carolina
|
$715K
|
+$2.21K
|
+24
|
+0.3%
|
|
|
1025
|
Financial Council
Towson,
Maryland
|
$714K
|
–
|
–
|
–
|
|
