|
1001
|
KWB Wealth
Redlands,
California
|
$450K
|
+$10.2K
|
+259
|
+2%
|
|
|
1002
|
Courier Capital
Buffalo,
New York
|
$450K
|
–
|
–
|
–
|
|
|
1003
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$450K
|
+$57.8K
|
+1,463
|
+16%
|
|
|
1004
|
KFA Private Wealth Group
Tysons,
Virginia
|
$446K
|
+$37.5K
|
+951
|
+10%
|
|
|
1005
|
tru Independence
Portland,
Oregon
|
$445K
|
-$19.8K
|
-502
|
-5%
|
|
|
1006
|
Formidable Asset Management
Cincinnati,
Ohio
|
$443K
|
-$25.6K
|
-649
|
-6%
|
|
|
1007
|
Good Life Advisors
Reading,
Pennsylvania
|
$439K
|
-$70K
|
-1,773
|
-15%
|
|
|
1008
|
Leo Wealth LLC
Hurst,
Texas
|
$436K
|
-$3.75K
|
-95
|
-0.9%
|
|
|
1009
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$436K
|
+$79
|
+2
|
+0%
|
|
|
1010
|
Northwest Wealth Management
Spencer,
Iowa
|
$435K
|
+$408K
|
+10,339
|
New
|
|
|
1011
|
Lodestone Wealth Management
Spokane,
Washington
|
$435K
|
-$4.62K
|
-117
|
-1%
|
|
|
1012
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$432K
|
–
|
–
|
–
|
|
|
1013
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$431K
|
-$59.2K
|
-1,499
|
-13%
|
|
|
1014
|
Savant Capital
Rockford,
Illinois
|
$430K
|
-$98.2K
|
-2,487
|
-20%
|
|
|
1015
|
Sebold Capital Management
Lisle,
Illinois
|
$429K
|
-$6.91K
|
-175
|
-2%
|
|
|
1016
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$426K
|
+$401K
|
+10,170
|
New
|
|
|
1017
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$425K
|
+$40.9K
|
+1,037
|
+12%
|
|
|
1018
|
Aries Wealth Management
Portland,
Maine
|
$423K
|
–
|
–
|
–
|
|
|
1019
|
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
|
$423K
|
–
|
–
|
–
|
|
|
1020
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$423K
|
+$396K
|
+10,039
|
New
|
|
|
1021
|
Hillcrest Wealth Advisors
Hazlet,
New Jersey
|
$421K
|
-$385K
|
-9,750
|
-49%
|
|
|
1022
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$421K
|
–
|
–
|
–
|
|
|
1023
|
Levin Capital Strategies
New York
|
$421K
|
–
|
–
|
–
|
|
|
1024
|
STAR Financial Bank
Fort Wayne,
Indiana
|
$421K
|
+$5.64K
|
+143
|
+1%
|
|
|
1025
|
Circle Wealth Management
Summit,
New Jersey
|
$419K
|
+$434
|
+11
|
+0.1%
|
|
