|
1001
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$490K
|
+$136
|
+1
|
+0%
|
|
|
1002
|
Access Financial Services
Minneapolis,
Minnesota
|
$490K
|
+$471K
|
+3,473
|
New
|
|
|
1003
|
Welch & Forbes
Boston,
Massachusetts
|
$487K
|
+$43.2K
|
+319
|
+10%
|
|
|
1004
|
Realta Investment Advisors
Wilmington,
Delaware
|
$484K
|
+$24.5K
|
+181
|
+6%
|
|
|
1005
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$483K
|
–
|
–
|
–
|
|
|
1006
|
BCS Wealth Management
Johnson City,
Tennessee
|
$483K
|
+$12.2K
|
+90
|
+3%
|
|
|
1007
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$482K
|
-$3.12K
|
-23
|
-0.7%
|
|
|
1008
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$482K
|
+$4.47K
|
+33
|
+1%
|
|
|
1009
|
Verus Financial Partners
Richmond,
Virginia
|
$482K
|
+$248K
|
+1,829
|
+115%
|
|
|
1010
|
Spreng Capital Management
Bucyrus,
Ohio
|
$480K
|
+$176K
|
+1,300
|
+62%
|
|
|
1011
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$480K
|
–
|
–
|
–
|
|
|
1012
|
Comerica Bank
Dallas,
Texas
|
$479K
|
-$709K
|
-5,233
|
-61%
|
|
|
1013
|
Personal CFO Solutions
Chester,
New Jersey
|
$479K
|
+$460K
|
+3,394
|
New
|
|
|
1014
|
Tiedemann Advisors
New York
|
$473K
|
-$712K
|
-5,250
|
-61%
|
|
|
1015
|
Summit Trail Advisors
New York
|
$473K
|
–
|
–
|
–
|
|
|
1016
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$471K
|
-$2.71K
|
-20
|
-0.6%
|
|
|
1017
|
Vicus Capital
State College,
Pennsylvania
|
$471K
|
+$1.49K
|
+11
|
+0.3%
|
|
|
1018
|
Magnus Financial Group
New York
|
$471K
|
+$2.17K
|
+16
|
+0.5%
|
|
|
1019
|
Chevy Chase Trust
Bethesda,
Maryland
|
$465K
|
-$94.9K
|
-700
|
-18%
|
|
|
1020
|
Trinity Financial Advisors
Columbus,
Ohio
|
$464K
|
+$446K
|
+3,288
|
New
|
|
|
1021
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$459K
|
–
|
–
|
–
|
|
|
1022
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$458K
|
–
|
–
|
–
|
|
|
1023
|
Appleton Partners
Boston,
Massachusetts
|
$457K
|
-$163K
|
-1,206
|
-27%
|
|
|
1024
|
Mairs & Power Inc
St Paul,
Minnesota
|
$452K
|
–
|
–
|
–
|
|
|
1025
|
Icon Wealth Partners
Houston,
Texas
|
$451K
|
–
|
–
|
–
|
|
