|
1001
|
Urban Wealth Management
El Segundo,
California
|
$241K
|
+$228K
|
+2,024
|
New
|
|
|
1002
|
Brio Consultants
San Francisco,
California
|
$239K
|
-$3.32M
|
-29,534
|
-94%
|
|
|
1003
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$238K
|
–
|
–
|
–
|
|
|
1004
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$238K
|
+$225K
|
+2,001
|
New
|
|
|
1005
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$237K
|
–
|
–
|
–
|
|
|
1006
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$237K
|
+$337
|
+3
|
+0.2%
|
|
|
1007
|
Roundview Capital
Princeton,
New Jersey
|
$236K
|
+$5.85K
|
+52
|
+3%
|
|
|
1008
|
Principal Financial Group
Des Moines,
Iowa
|
$235K
|
-$5.62K
|
-50
|
-2%
|
|
|
1009
|
EPG Wealth Management
Atlanta,
Georgia
|
$235K
|
+$223K
|
+1,979
|
New
|
|
|
1010
|
HT Partners
Centerbrook,
Connecticut
|
$234K
|
–
|
–
|
–
|
|
|
1011
|
Telos Capital Management
San Diego,
California
|
$233K
|
-$27.8K
|
-247
|
-11%
|
|
|
1012
|
KWB Wealth
Redlands,
California
|
$233K
|
+$220K
|
+1,956
|
New
|
|
|
1013
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$231K
|
–
|
–
|
–
|
|
|
1014
|
Farmers National Bank
Danville,
Kentucky
|
$231K
|
+$218K
|
+1,941
|
New
|
|
|
1015
|
Dearborn Partners
Chicago,
Illinois
|
$230K
|
+$217K
|
+1,930
|
New
|
|
|
1016
|
QCM Cayman
Houston,
Texas
|
$230K
|
+$217K
|
+1,930
|
New
|
|
|
1017
|
Thomasville National Bank
Thomasville,
Georgia
|
$229K
|
-$117K
|
-1,040
|
-35%
|
|
|
1018
|
Glenview Trust
Louisville,
Kentucky
|
$226K
|
-$47K
|
-418
|
-18%
|
|
|
1019
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$226K
|
+$214K
|
+1,900
|
New
|
|
|
1020
|
One Capital Management
Westlake Village,
California
|
$225K
|
-$41.5K
|
-369
|
-16%
|
|
|
1021
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$225K
|
+$213K
|
+1,894
|
New
|
|
|
1022
|
IMS Capital Management
Portland,
Oregon
|
$224K
|
+$211K
|
+1,880
|
New
|
|
|
1023
|
Landaas & Company
Milwaukee,
Wisconsin
|
$224K
|
+$211K
|
+1,880
|
New
|
|
|
1024
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$223K
|
+$211K
|
+1,877
|
New
|
|
|
1025
|
RNC Capital Management
Los Angeles,
California
|
$222K
|
+$210K
|
+1,866
|
New
|
|
