|
1001
|
Caldwell Trust
Venice,
Florida
|
$3.08M
|
-$33K
|
-432
|
-1%
|
|
|
1002
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$3.07M
|
-$129K
|
-1,692
|
-4%
|
|
|
1003
|
Russell Investments Group
London,
United Kingdom
|
$3.06M
|
+$815K
|
+10,668
|
+39%
|
|
|
1004
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$3.05M
|
-$11.5K
|
-150
|
-0.4%
|
|
|
1005
|
R.M. Davis Inc
Portland,
Maine
|
$3.05M
|
–
|
–
|
–
|
|
|
1006
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$3.03M
|
+$3.67K
|
+48
|
+0.1%
|
|
|
1007
|
WESPAC Advisors
Orinda,
California
|
$3.01M
|
+$1.33M
|
+17,340
|
+86%
|
|
|
1008
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$3M
|
+$106K
|
+1,386
|
+4%
|
|
|
1009
|
North Star Asset Management
Neenah,
Wisconsin
|
$3M
|
-$917
|
-12
|
-0%
|
|
|
1010
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$2.99M
|
+$103K
|
+1,344
|
+4%
|
|
|
1011
|
JT Stratford LLC
Gainesville,
Georgia
|
$2.98M
|
-$25.2K
|
-330
|
-0.9%
|
|
|
1012
|
Diversify Advisory Services
Sandy,
Utah
|
$2.98M
|
+$462K
|
+6,042
|
+20%
|
|
|
1013
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$2.97M
|
-$39.4K
|
-516
|
-1%
|
|
|
1014
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$2.97M
|
–
|
–
|
–
|
|
|
1015
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$2.97M
|
–
|
–
|
–
|
|
|
1016
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$2.96M
|
-$50K
|
-654
|
-2%
|
|
|
1017
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$2.96M
|
+$217K
|
+2,838
|
+8%
|
|
|
1018
|
Independent Wealth Network
Urbandale,
Iowa
|
$2.96M
|
+$63.3K
|
+828
|
+2%
|
|
|
1019
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$2.96M
|
-$98.1K
|
-1,284
|
-3%
|
|
|
1020
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$2.94M
|
+$148K
|
+1,932
|
+6%
|
|
|
1021
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$2.94M
|
+$402K
|
+5,256
|
+17%
|
|
|
1022
|
Trinity Financial Advisors
Columbus,
Ohio
|
$2.94M
|
+$13.8K
|
+180
|
+0.5%
|
|
|
1023
|
|
$2.93M
|
+$657K
|
+8,604
|
+31%
|
|
|
1024
|
Private Trust Company
Cleveland,
Ohio
|
$2.92M
|
-$170K
|
-2,220
|
-6%
|
|
|
1025
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$2.91M
|
+$105K
|
+1,374
|
+4%
|
|
