|
1001
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$716K
|
–
|
–
|
–
|
|
|
1002
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$713K
|
+$568
|
+12
|
+0.1%
|
|
|
1003
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$713K
|
+$31.5K
|
+666
|
+5%
|
|
|
1004
|
TrinityPoint Wealth
Milford,
Connecticut
|
$712K
|
+$512K
|
+10,818
|
+268%
|
|
|
1005
|
D.J. St. Germain
Springfield,
Massachusetts
|
$710K
|
-$33.5K
|
-708
|
-5%
|
|
|
1006
|
Old Port Advisors
Portland,
Maine
|
$709K
|
-$18.2K
|
-384
|
-3%
|
|
|
1007
|
HM Payson & Co
Portland,
Maine
|
$708K
|
+$370K
|
+7,824
|
+113%
|
|
|
1008
|
Valley Wealth Managers
Paramus,
New Jersey
|
$705K
|
-$114K
|
-2,412
|
-14%
|
|
|
1009
|
Winslow Capital Management
Minneapolis,
Minnesota
|
$704K
|
+$211K
|
+4,464
|
+44%
|
|
|
1010
|
Keystone Wealth Services
Palm Desert,
California
|
$700K
|
-$773K
|
-16,350
|
-53%
|
|
|
1011
|
Horizon Investment Services
Hammond,
Indiana
|
$700K
|
-$26.4K
|
-558
|
-4%
|
|
|
1012
|
One Wealth Advisors
San Francisco,
California
|
$698K
|
-$14.5K
|
-306
|
-2%
|
|
|
1013
|
Glenview Trust
Louisville,
Kentucky
|
$694K
|
+$237K
|
+5,016
|
+53%
|
|
|
1014
|
Matrix Asset Advisors
White Plains,
New York
|
$693K
|
+$8.23K
|
+174
|
+1%
|
|
|
1015
|
American Planning Services
Sun City Center,
Florida
|
$692K
|
-$2.97M
|
-62,850
|
-81%
|
|
|
1016
|
Financial Network Wealth Management
Draper,
Utah
|
$687K
|
-$568
|
-12
|
-0.1%
|
|
|
1017
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$687K
|
+$21.6K
|
+456
|
+3%
|
|
|
1018
|
Meridian Wealth Advisors
Austin,
Texas
|
$676K
|
–
|
–
|
–
|
|
|
1019
|
Stonegate Investment Group
Birmingham,
Alabama
|
$674K
|
+$160K
|
+3,390
|
+32%
|
|
|
1020
|
Twele Capital Management
Minnetonka,
Minnesota
|
$673K
|
-$27K
|
-570
|
-4%
|
|
|
1021
|
Overbrook Management Corp
New York
|
$673K
|
–
|
–
|
–
|
|
|
1022
|
|
$669K
|
–
|
–
|
–
|
|
|
1023
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
$668K
|
+$166K
|
+3,510
|
+34%
|
|
|
1024
|
Lenox Wealth Advisors
New York
|
$667K
|
-$86.6K
|
-1,830
|
-11%
|
|
|
1025
|
Verus Capital Partners
Scottsdale,
Arizona
|
$667K
|
+$679K
|
+14,352
|
New
|
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