|
1001
|
Nordwand Advisors
Radnor,
Pennsylvania
|
$2.53M
|
–
|
–
|
–
|
|
|
1002
|
Eclectic Associates
Fullerton,
California
|
$2.53M
|
+$79.9K
|
+1,471
|
+3%
|
|
|
1003
|
Atlas Legacy Advisors
Los Angeles,
California
|
$2.52M
|
+$479K
|
+8,821
|
+23%
|
|
|
1004
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$2.52M
|
+$72.9K
|
+1,342
|
+3%
|
|
|
1005
|
Greenspring Advisors
Towson,
Maryland
|
$2.5M
|
+$2.53M
|
+46,545
|
New
|
|
|
1006
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$2.49M
|
+$61.3K
|
+1,129
|
+2%
|
|
|
1007
|
Opes Wealth Management
Menlo Park,
California
|
$2.49M
|
-$42.6K
|
-785
|
-2%
|
|
|
1008
|
Victory Financial Group
Austin,
Texas
|
$2.47M
|
-$1.13M
|
-20,795
|
-31%
|
|
|
1009
|
Columbia River Financial Group
Vancouver,
Washington
|
$2.47M
|
-$100K
|
-1,850
|
-4%
|
|
|
1010
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$2.47M
|
–
|
–
|
–
|
|
|
1011
|
A&I Financial Services
Lone Tree,
Colorado
|
$2.46M
|
+$74.6K
|
+1,373
|
+3%
|
|
|
1012
|
Hegarty Advisors
Garden City,
New York
|
$2.46M
|
+$2.49M
|
+45,783
|
New
|
|
|
1013
|
Private Trust Company
Cleveland,
Ohio
|
$2.45M
|
+$27.4K
|
+505
|
+1%
|
|
|
1014
|
Nova R Wealth
Overland Park,
Kansas
|
$2.45M
|
+$629K
|
+11,581
|
+34%
|
|
|
1015
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$2.42M
|
+$1.33M
|
+24,430
|
+119%
|
|
|
1016
|
Summit Wealth Partners
Orlando,
Florida
|
$2.42M
|
-$92.8K
|
-1,708
|
-4%
|
|
|
1017
|
Rialto Wealth Management
Syracuse,
New York
|
$2.41M
|
+$23.5K
|
+433
|
+1%
|
|
|
1018
|
Foster & Motley
Cincinnati,
Ohio
|
$2.4M
|
+$265K
|
+4,885
|
+12%
|
|
|
1019
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$2.4M
|
-$29.3K
|
-540
|
-1%
|
|
|
1020
|
Ballast Inc
Lexington,
Kentucky
|
$2.38M
|
-$157K
|
-2,887
|
-6%
|
|
|
1021
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$2.38M
|
–
|
–
|
–
|
|
|
1022
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$2.38M
|
-$180K
|
-3,320
|
-7%
|
|
|
1023
|
Pacific Financial Group
Bellevue,
Washington
|
$2.37M
|
+$1.93M
|
+35,582
|
+423%
|
|
|
1024
|
Green Ridge Wealth Planning
Montville,
New Jersey
|
$2.36M
|
+$2.38M
|
+43,902
|
New
|
|
|
1025
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$2.36M
|
-$1.93M
|
-35,606
|
-45%
|
|
