|
1001
|
Philip James Wealth Mangement
Milton,
Georgia
|
$1.25M
|
+$1.18M
|
+7,317
|
New
|
|
|
1002
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$1.25M
|
+$65.5K
|
+407
|
+6%
|
|
|
1003
|
Bogart Wealth LLC
Mclean,
Virginia
|
$1.24M
|
+$1.03M
|
+6,407
|
+727%
|
|
|
1004
|
Arbor Wealth Advisors
Troy,
Michigan
|
$1.23M
|
+$1.16M
|
+7,231
|
New
|
|
|
1005
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$1.23M
|
+$14.5K
|
+90
|
+1%
|
|
|
1006
|
Catalina Capital Group
Torrance,
California
|
$1.23M
|
+$1.16M
|
+7,198
|
New
|
|
|
1007
|
Alera Investment Advisors
Deerfield,
Illinois
|
$1.23M
|
–
|
–
|
–
|
|
|
1008
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$1.22M
|
-$105K
|
-652
|
-8%
|
|
|
1009
|
Old North State Wealth Management
Wilmington,
North Carolina
|
$1.22M
|
+$11.7K
|
+73
|
+1%
|
|
|
1010
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$1.21M
|
-$184K
|
-1,145
|
-14%
|
|
|
1011
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$1.21M
|
+$1.15M
|
+7,122
|
New
|
|
|
1012
|
Abacus Wealth Partners
Santa Monica,
California
|
$1.21M
|
-$3.7K
|
-23
|
-0.3%
|
|
|
1013
|
Rappaport Reiches Capital Management
Skokie`,
Illinois
|
$1.21M
|
+$16.1K
|
+100
|
+1%
|
|
|
1014
|
Chicago Capital
Chicago,
Illinois
|
$1.21M
|
+$130K
|
+808
|
+13%
|
|
|
1015
|
Barclays
London,
United Kingdom
|
$1.2M
|
+$1.14M
|
+7,070
|
New
|
|
|
1016
|
Coppell Advisory Solutions
Coppell,
Texas
|
$1.2M
|
+$1.02M
|
+6,318
|
+871%
|
|
|
1017
|
Vaughan David Investments
Peoria,
Illinois
|
$1.2M
|
+$227K
|
+1,411
|
+25%
|
|
|
1018
|
Carlson Capital Management
Northfield,
Minnesota
|
$1.2M
|
+$24.3K
|
+151
|
+2%
|
|
|
1019
|
Objective Capital Management
Pepper Pike,
Ohio
|
$1.19M
|
+$156K
|
+967
|
+16%
|
|
|
1020
|
Nadler Financial Group
Deerfield,
Illinois
|
$1.19M
|
–
|
–
|
–
|
|
|
1021
|
DB Wealth Management Group
San Diego,
California
|
$1.19M
|
-$48.8K
|
-303
|
-4%
|
|
|
1022
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$1.19M
|
-$8.37K
|
-52
|
-0.7%
|
|
|
1023
|
Summit Wealth Partners
Orlando,
Florida
|
$1.19M
|
-$166K
|
-1,032
|
-13%
|
|
|
1024
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$1.19M
|
+$97.7K
|
+607
|
+10%
|
|
|
1025
|
Everett Harris & Co
Los Angeles,
California
|
$1.18M
|
–
|
–
|
–
|
|
