|
1001
|
RMR Capital Management
Tustin,
California
|
$1.91M
|
+$256K
|
+3,444
|
+15%
|
|
|
1002
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$1.91M
|
+$33.3K
|
+448
|
+2%
|
|
|
1003
|
BankPlus Wealth Management
Jackson,
Mississippi
|
$1.91M
|
+$375K
|
+5,044
|
+23%
|
|
|
1004
|
First County Bank
Stamford,
Connecticut
|
$1.9M
|
+$73.4K
|
+988
|
+4%
|
|
|
1005
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$1.9M
|
+$58K
|
+780
|
+3%
|
|
|
1006
|
Laraway Financial Advisors
Saint Cloud,
Minnesota
|
$1.89M
|
-$39.5K
|
-532
|
-2%
|
|
|
1007
|
MONECO Advisors
Fairfield,
Connecticut
|
$1.89M
|
-$200K
|
-2,696
|
-9%
|
|
|
1008
|
NBC Securities
Birmingham,
Alabama
|
$1.89M
|
+$20.5K
|
+276
|
+1%
|
|
|
1009
|
Curio Wealth
Annapolis,
Maryland
|
$1.88M
|
-$29.1K
|
-392
|
-1%
|
|
|
1010
|
MidAtlantic Capital Management
Richmond,
Virginia
|
$1.88M
|
+$72.2K
|
+972
|
+4%
|
|
|
1011
|
Neuberger Berman Group
New York
|
$1.88M
|
+$258K
|
+3,476
|
+15%
|
|
|
1012
|
Oxford Financial Group
Carmel,
Indiana
|
$1.88M
|
-$24.4K
|
-328
|
-1%
|
|
|
1013
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$1.88M
|
+$26.2K
|
+352
|
+1%
|
|
|
1014
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$1.88M
|
-$43.1K
|
-580
|
-2%
|
|
|
1015
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$1.88M
|
+$1.94M
|
+26,132
|
New
|
|
|
1016
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$1.86M
|
-$4.75K
|
-64
|
-0.2%
|
|
|
1017
|
Yarger Wealth Strategies
Westerville,
Ohio
|
$1.85M
|
-$33.3K
|
-448
|
-2%
|
|
|
1018
|
Clearview Wealth Management
Irvine,
California
|
$1.84M
|
+$1.91M
|
+25,664
|
New
|
|
|
1019
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$1.83M
|
+$1.9M
|
+25,548
|
New
|
|
|
1020
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$1.83M
|
–
|
–
|
–
|
|
|
1021
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.83M
|
-$3.63M
|
-48,832
|
-66%
|
|
|
1022
|
Opulen Financial Group
Arlington,
Virginia
|
$1.83M
|
+$7.13K
|
+96
|
+0.4%
|
|
|
1023
|
John A. Wolfe & Associates
Portage,
Michigan
|
$1.83M
|
-$55.3K
|
-744
|
-3%
|
|
|
1024
|
Planning Directions
Glen Mills,
Pennsylvania
|
$1.82M
|
-$234K
|
-3,148
|
-11%
|
|
|
1025
|
Citadel Advisors
Miami,
Florida
|
$1.82M
|
+$1.89M
|
+25,392
|
New
|
|
