|
1001
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$1.44M
|
-$87.4K
|
-1,288
|
-6%
|
|
|
1002
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$1.43M
|
+$352K
|
+5,188
|
+32%
|
|
|
1003
|
Mustard Seed Financial
Magnolia,
Arkansas
|
$1.43M
|
-$6.79K
|
-100
|
-0.5%
|
|
|
1004
|
Riverbend Wealth Management
Myrtle Beach,
South Carolina
|
$1.42M
|
+$1.45M
|
+21,424
|
New
|
|
|
1005
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$1.41M
|
+$1.45M
|
+21,380
|
New
|
|
|
1006
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.4M
|
-$58.7K
|
-864
|
-4%
|
|
|
1007
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$1.4M
|
-$8.15K
|
-120
|
-0.6%
|
|
|
1008
|
Center for Financial Planning
Southfied,
Michigan
|
$1.4M
|
+$55.4K
|
+816
|
+4%
|
|
|
1009
|
Everhart Financial Group
Dublin,
Ohio
|
$1.4M
|
-$36.9K
|
-544
|
-3%
|
|
|
1010
|
Cantor Fitzgerald Investment Advisors
New York
|
$1.4M
|
-$75.8K
|
-1,116
|
-5%
|
|
|
1011
|
KPP Advisory Services
Louisville,
Kentucky
|
$1.4M
|
-$43.7K
|
-644
|
-3%
|
|
|
1012
|
OLIO Financial Planning
Mclean,
Virginia
|
$1.39M
|
+$63.5K
|
+936
|
+5%
|
|
|
1013
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$1.38M
|
+$680K
|
+10,012
|
+92%
|
|
|
1014
|
TrueWealth Advisors
Birmingham,
Alabama
|
$1.38M
|
-$37.7K
|
-556
|
-3%
|
|
|
1015
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$1.38M
|
-$801K
|
-11,792
|
-36%
|
|
|
1016
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.37M
|
–
|
–
|
–
|
|
|
1017
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$1.36M
|
+$5.16K
|
+76
|
+0.4%
|
|
|
1018
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$1.36M
|
-$285K
|
-4,192
|
-17%
|
|
|
1019
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$1.36M
|
–
|
–
|
–
|
|
|
1020
|
Coordinated Financial Services
Denver,
Colorado
|
$1.35M
|
+$1.39M
|
+20,444
|
New
|
|
|
1021
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$1.35M
|
-$11.1K
|
-164
|
-0.8%
|
|
|
1022
|
Advisory Research
Chicago,
Illinois
|
$1.35M
|
–
|
–
|
–
|
|
|
1023
|
AQR Capital Management
Greenwich,
Connecticut
|
$1.35M
|
+$76K
|
+1,120
|
+6%
|
|
|
1024
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
$1.34M
|
-$8.15K
|
-120
|
-0.6%
|
|
|
1025
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$1.34M
|
+$2.99K
|
+44
|
+0.2%
|
|
