|
1001
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$372K
|
–
|
–
|
–
|
|
|
1002
|
Mraz Amerine & Associates
Modesto,
California
|
$371K
|
+$152K
|
+1,105
|
+69%
|
|
|
1003
|
Cooper Financial Group
Irvine,
California
|
$369K
|
-$8.93K
|
-65
|
-2%
|
|
|
1004
|
Fusion Family Wealth
Woodbury,
New York
|
$369K
|
+$1.1K
|
+8
|
+0.3%
|
|
|
1005
|
Kalos Management
Alpharetta,
Georgia
|
$368K
|
+$147K
|
+1,073
|
+68%
|
|
|
1006
|
Formidable Asset Management
Cincinnati,
Ohio
|
$367K
|
-$24K
|
-175
|
-6%
|
|
|
1007
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$367K
|
-$3.16K
|
-23
|
-0.9%
|
|
|
1008
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$367K
|
–
|
–
|
–
|
|
|
1009
|
Fermata Advisors
Sonoma,
California
|
$367K
|
+$367K
|
+2,673
|
New
|
|
|
1010
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$365K
|
-$4.81K
|
-35
|
-1%
|
|
|
1011
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$364K
|
-$76.3K
|
-555
|
-17%
|
|
|
1012
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$363K
|
–
|
–
|
–
|
|
|
1013
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$363K
|
+$357K
|
+2,600
|
New
|
|
|
1014
|
Oppenheimer Asset Management
New York
|
$361K
|
-$167K
|
-1,216
|
-32%
|
|
|
1015
|
Curi RMB Capital
Chicago,
Illinois
|
$361K
|
+$11K
|
+80
|
+3%
|
|
|
1016
|
TimeScale Financial
Danvers,
Massachusetts
|
$361K
|
+$70.1K
|
+510
|
+24%
|
|
|
1017
|
First Business Financial Services
Madison,
Wisconsin
|
$359K
|
–
|
–
|
–
|
|
|
1018
|
McDonald Partners
Cleveland,
Ohio
|
$359K
|
–
|
–
|
–
|
|
|
1019
|
Madison Wealth Partners
Madison,
Wisconsin
|
$359K
|
+$8.38K
|
+61
|
+2%
|
|
|
1020
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$359K
|
+$359K
|
+2,610
|
New
|
|
|
1021
|
HUB Investment Partners
Austin,
Texas
|
$357K
|
-$365K
|
-2,656
|
-51%
|
|
|
1022
|
Vigilant Capital Management
Portland,
Maine
|
$356K
|
–
|
–
|
–
|
|
|
1023
|
LexAurum Advisors
Overland Park,
Kansas
|
$355K
|
-$67.5K
|
-491
|
-16%
|
|
|
1024
|
REDW Wealth
Albuquerque,
New Mexico
|
$355K
|
-$31.1K
|
-226
|
-8%
|
|
|
1025
|
SNS Financial Group
Minneapolis,
Minnesota
|
$355K
|
-$16.5K
|
-120
|
-4%
|
|
