|
1001
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$533K
|
+$537K
|
+10,681
|
New
|
|
|
1002
|
Worth Asset Management
Dallas,
Texas
|
$529K
|
-$75.4K
|
-1,500
|
-13%
|
|
|
1003
|
Neuberger Berman Group
New York
|
$527K
|
+$13.4K
|
+266
|
+3%
|
|
|
1004
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$526K
|
+$21.2K
|
+422
|
+4%
|
|
|
1005
|
3 Factor Indexing
Sacramento,
California
|
$522K
|
–
|
–
|
–
|
|
|
1006
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$519K
|
-$1.71K
|
-34
|
-0.3%
|
|
|
1007
|
Boxwood Ventures
Chicago,
Illinois
|
$515K
|
-$512K
|
-10,190
|
-50%
|
|
|
1008
|
Southern Michigan Bank & Trust
Coldwater,
Michigan
|
$512K
|
-$325K
|
-6,463
|
-39%
|
|
|
1009
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$511K
|
-$201K
|
-4,000
|
-28%
|
|
|
1010
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$508K
|
–
|
–
|
–
|
|
|
1011
|
Guardsman Private Capital Management
Sarasota,
Florida
|
$501K
|
-$143K
|
-2,840
|
-22%
|
|
|
1012
|
Cedarwood Wealth
Highlands Ranch,
Colorado
|
$501K
|
-$44.1K
|
-877
|
-8%
|
|
|
1013
|
|
$500K
|
–
|
–
|
–
|
|
|
1014
|
Inspire Advisors
Meridian,
Idaho
|
$498K
|
+$495K
|
+9,855
|
New
|
|
|
1015
|
Atlas Legacy Advisors
Los Angeles,
California
|
$498K
|
-$804
|
-16
|
-0.2%
|
|
|
1016
|
CWA Asset Management Group
Naples,
Florida
|
$498K
|
-$19.8K
|
-395
|
-4%
|
|
|
1017
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$497K
|
+$494K
|
+9,834
|
New
|
|
|
1018
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$497K
|
–
|
–
|
–
|
|
|
1019
|
Cannon Wealth Management Services
Winston Salem,
North Carolina
|
$495K
|
+$491K
|
+9,777
|
New
|
|
|
1020
|
Holistic Planning
Nacogdoches,
Texas
|
$493K
|
+$266K
|
+5,286
|
+118%
|
|
|
1021
|
Procyon Advisors
Shelton,
Connecticut
|
$493K
|
-$109K
|
-2,171
|
-18%
|
|
|
1022
|
Advisory Alpha
Holland,
Michigan
|
$491K
|
+$12K
|
+239
|
+3%
|
|
|
1023
|
Transcend Capital Advisors
Madison,
New Jersey
|
$488K
|
+$12.1K
|
+240
|
+3%
|
|
|
1024
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$486K
|
–
|
–
|
–
|
|
|
1025
|
Middleton & Co
Boston,
Massachusetts
|
$486K
|
–
|
–
|
–
|
|
