|
101
|
Personal CFO Solutions
Chester,
New Jersey
|
$528K
|
-$165K
|
-2,004
|
-25%
|
|
|
102
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$518K
|
+$22.4K
|
+273
|
+5%
|
|
|
103
|
United Asset Strategies
Garden City,
New York
|
$500K
|
-$116K
|
-1,410
|
-20%
|
|
|
104
|
Wealth Management Partners
Tucson,
Arizona
|
$497K
|
-$308K
|
-3,746
|
-39%
|
|
|
105
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$486K
|
-$260K
|
-3,159
|
-36%
|
|
|
106
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$486K
|
+$53.4K
|
+650
|
+13%
|
|
|
107
|
Mercer Global Advisors
Denver,
Colorado
|
$484K
|
+$247K
|
+3,009
|
+115%
|
|
|
108
|
Csenge Advisory Group
Clearwater,
Florida
|
$481K
|
-$117K
|
-1,428
|
-20%
|
|
|
109
|
J.W. Cole Advisors
Tampa,
Florida
|
$472K
|
+$85.3K
|
+1,038
|
+23%
|
|
|
110
|
SteelPeak Wealth
Woodland Hills,
California
|
$460K
|
+$52.4K
|
+637
|
+14%
|
|
|
111
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$459K
|
-$26.7K
|
-325
|
-6%
|
|
|
112
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$457K
|
-$411
|
-5
|
-0.1%
|
|
|
113
|
Harbour Investments
Madison,
Wisconsin
|
$457K
|
+$10.6K
|
+129
|
+2%
|
|
|
114
|
Western Wealth Management
Golden,
Colorado
|
$456K
|
-$239K
|
-2,912
|
-35%
|
|
|
115
|
Aviance Capital Partners
Naples,
Florida
|
$450K
|
+$1.81K
|
+22
|
+0.4%
|
|
|
116
|
Advisornet Financial
Minnetonka,
Minnesota
|
$450K
|
+$337K
|
+4,100
|
+365%
|
|
|
117
|
PGIM Custom Harvest
Newark,
New Jersey
|
$423K
|
+$66.8K
|
+813
|
+20%
|
|
|
118
|
Oppenheimer & Co
New York
|
$419K
|
+$21K
|
+255
|
+6%
|
|
|
119
|
Empirical Wealth Management
Seattle,
Washington
|
$400K
|
+$381K
|
+4,635
|
New
|
|
|
120
|
American Financial Advisors
Marietta,
Georgia
|
$395K
|
–
|
–
|
–
|
|
|
121
|
WealthBridge Capital Management
Westerville,
Ohio
|
$384K
|
-$96.6K
|
-1,175
|
-21%
|
|
|
122
|
Rockefeller Capital Management
New York
|
$384K
|
+$22.9K
|
+279
|
+7%
|
|
|
123
|
Kestra Private Wealth Services
Austin,
Texas
|
$379K
|
+$11.1K
|
+135
|
+3%
|
|
|
124
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$374K
|
–
|
–
|
–
|
|
|
125
|
Essex Financial Services
Essex,
Connecticut
|
$373K
|
–
|
–
|
–
|
|
