|
1001
|
Harrell Investment Partners
Austin,
Texas
|
$1.72M
|
+$623K
|
+2,872
|
+59%
|
|
|
1002
|
First Citizens Financial Corp
Mason City,
Iowa
|
$1.71M
|
+$44.7K
|
+206
|
+3%
|
|
|
1003
|
|
$1.71M
|
-$95.9K
|
-442
|
-5%
|
|
|
1004
|
Wealthgate Family Office
Boulder,
Colorado
|
$1.71M
|
+$4.99K
|
+23
|
+0.3%
|
|
|
1005
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$1.69M
|
+$316K
|
+1,455
|
+24%
|
|
|
1006
|
Courier Capital
Buffalo,
New York
|
$1.68M
|
-$416K
|
-1,919
|
-20%
|
|
|
1007
|
Brown Brothers Harriman & Co
New York
|
$1.66M
|
-$43.8K
|
-202
|
-3%
|
|
|
1008
|
Penobscot Investment Management
Boston,
Massachusetts
|
$1.66M
|
+$216K
|
+995
|
+15%
|
|
|
1009
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.65M
|
-$60.1K
|
-277
|
-4%
|
|
|
1010
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$1.65M
|
–
|
–
|
–
|
|
|
1011
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$1.65M
|
-$43.6K
|
-201
|
-3%
|
|
|
1012
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$1.64M
|
+$14.3K
|
+66
|
+0.9%
|
|
|
1013
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$1.64M
|
+$1.6M
|
+7,357
|
New
|
|
|
1014
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$1.64M
|
+$176K
|
+811
|
+12%
|
|
|
1015
|
SteelPeak Wealth
Woodland Hills,
California
|
$1.62M
|
+$1.58M
|
+7,290
|
New
|
|
|
1016
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$1.61M
|
-$108K
|
-497
|
-6%
|
|
|
1017
|
Boston Trust Walden
Boston,
Massachusetts
|
$1.6M
|
+$362K
|
+1,670
|
+30%
|
|
|
1018
|
ACG Wealth
Atlanta,
Georgia
|
$1.6M
|
+$33K
|
+152
|
+2%
|
|
|
1019
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$1.59M
|
+$151K
|
+696
|
+11%
|
|
|
1020
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$1.59M
|
+$187K
|
+860
|
+14%
|
|
|
1021
|
Focused Wealth Management
Newburgh,
New York
|
$1.58M
|
-$49K
|
-226
|
-3%
|
|
|
1022
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$1.57M
|
-$35.8K
|
-165
|
-2%
|
|
|
1023
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$1.57M
|
+$196K
|
+903
|
+15%
|
|
|
1024
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$1.56M
|
+$157K
|
+722
|
+12%
|
|
|
1025
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$1.55M
|
–
|
–
|
–
|
|
