|
1001
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$5.4M
|
-$9.01K
|
-22
|
-0.2%
|
|
|
1002
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$5.4M
|
+$1.2M
|
+2,933
|
+31%
|
|
|
1003
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$5.39M
|
+$382K
|
+932
|
+8%
|
|
|
1004
|
Family Wealth Partners
Matthews,
North Carolina
|
$5.38M
|
+$5.04M
|
+12,312
|
New
|
|
|
1005
|
SP Asset Management
Cupertino,
California
|
$5.38M
|
+$2.03M
|
+4,953
|
+67%
|
|
|
1006
|
BCGM Wealth Management
Lafayette,
Indiana
|
$5.37M
|
-$80.2K
|
-196
|
-2%
|
|
|
1007
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$5.36M
|
-$1.6M
|
-3,917
|
-24%
|
|
|
1008
|
Better Money Decisions
Santa Fe,
New Mexico
|
$5.35M
|
+$386K
|
+942
|
+8%
|
|
|
1009
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$5.33M
|
+$300K
|
+734
|
+6%
|
|
|
1010
|
Wakefield Asset Management
Englewood,
Colorado
|
$5.31M
|
-$105K
|
-256
|
-2%
|
|
|
1011
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$5.3M
|
–
|
–
|
–
|
|
|
1012
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$5.29M
|
+$39.7K
|
+97
|
+0.8%
|
|
|
1013
|
D'Orazio & Associates
Falls Church,
Virginia
|
$5.29M
|
–
|
–
|
–
|
|
|
1014
|
Allworth Financial
Folsom,
California
|
$5.26M
|
-$16.5M
|
-40,378
|
-77%
|
|
|
1015
|
Creative Financial Designs
Kokomo,
Indiana
|
$5.24M
|
+$706K
|
+1,724
|
+17%
|
|
|
1016
|
Private Portfolio Partners
Paramus,
New Jersey
|
$5.23M
|
+$178K
|
+436
|
+4%
|
|
|
1017
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$5.23M
|
-$1.03M
|
-2,515
|
-17%
|
|
|
1018
|
Saxon Interests
Houston,
Texas
|
$5.19M
|
+$4.61M
|
+11,263
|
+1,831%
|
|
|
1019
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$5.18M
|
+$314K
|
+766
|
+7%
|
|
|
1020
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$5.17M
|
-$32.5M
|
-79,272
|
-87%
|
|
|
1021
|
Gradient Capital Advisors
San Diego,
California
|
$5.17M
|
-$661K
|
-1,614
|
-12%
|
|
|
1022
|
International Assets Investment Management
Orlando,
Florida
|
$5.16M
|
+$451K
|
+1,102
|
+10%
|
|
|
1023
|
Florida Financial Advisors
Tampa,
Florida
|
$5.15M
|
+$4.83M
|
+11,795
|
New
|
|
|
1024
|
Mission Wealth Management
Santa Barbara,
California
|
$5.15M
|
-$931K
|
-2,275
|
-16%
|
|
|
1025
|
Savvy Advisors Inc
New York
|
$5.14M
|
+$4.82M
|
+11,763
|
New
|
|
