|
1001
|
GW & Wade
Wellesley,
Massachusetts
|
$2.57M
|
+$335K
|
+1,490
|
+15%
|
|
|
1002
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$2.57M
|
-$502K
|
-2,234
|
-17%
|
|
|
1003
|
Professional Advisory Services
Vero Beach,
Florida
|
$2.56M
|
–
|
–
|
–
|
|
|
1004
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$2.56M
|
–
|
–
|
–
|
|
|
1005
|
Nikulski Financial
Bettendorf,
Iowa
|
$2.56M
|
+$35.5K
|
+158
|
+1%
|
|
|
1006
|
Whittier Trust
South Pasadena,
California
|
$2.56M
|
+$104K
|
+464
|
+4%
|
|
|
1007
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$2.56M
|
+$30.8K
|
+137
|
+1%
|
|
|
1008
|
National Wealth Management Group
Cincinnati,
Ohio
|
$2.54M
|
-$57.3K
|
-255
|
-2%
|
|
|
1009
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$2.54M
|
-$693K
|
-3,083
|
-21%
|
|
|
1010
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$2.53M
|
-$43.9K
|
-195
|
-2%
|
|
|
1011
|
Foresight Capital Management Advisors
Saline,
Michigan
|
$2.53M
|
-$43.2K
|
-192
|
-2%
|
|
|
1012
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$2.53M
|
+$304K
|
+1,353
|
+14%
|
|
|
1013
|
Avantax Planning Partners
Dubuque,
Iowa
|
$2.52M
|
+$13.7K
|
+61
|
+0.6%
|
|
|
1014
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$2.52M
|
+$178K
|
+790
|
+8%
|
|
|
1015
|
Coyle Financial Counsel
Glenview,
Illinois
|
$2.52M
|
+$397K
|
+1,766
|
+19%
|
|
|
1016
|
EARNEST Partners
Atlanta,
Georgia
|
$2.51M
|
+$1.19M
|
+5,311
|
+93%
|
|
|
1017
|
Successful Portfolios
Clearwater,
Florida
|
$2.5M
|
-$225
|
-1
|
-0%
|
|
|
1018
|
Hilltop Holdings
Dallas,
Texas
|
$2.5M
|
-$5.19M
|
-23,069
|
-68%
|
|
|
1019
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$2.49M
|
-$5.62K
|
-25
|
-0.2%
|
|
|
1020
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$2.48M
|
+$187K
|
+830
|
+8%
|
|
|
1021
|
Forum Financial Management
Lombard,
Illinois
|
$2.48M
|
+$53.3K
|
+237
|
+2%
|
|
|
1022
|
Presidio Capital Management
San Diego,
California
|
$2.48M
|
+$1.54M
|
+6,841
|
+170%
|
|
|
1023
|
Rinkey Investments
San Diego,
California
|
$2.47M
|
+$38.2K
|
+170
|
+1%
|
|
|
1024
|
Outfitter Financial
Brunswick,
Maine
|
$2.46M
|
+$152K
|
+674
|
+7%
|
|
|
1025
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$2.46M
|
–
|
–
|
–
|
|
