|
1001
|
Summit Financial Strategies
Columbus,
Ohio
|
$524K
|
-$1.52K
|
-21
|
-0.3%
|
|
|
1002
|
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
|
$523K
|
+$267K
|
+3,680
|
+105%
|
|
|
1003
|
Barrett & Company
Providence,
Rhode Island
|
$521K
|
+$145
|
+2
|
+0%
|
|
|
1004
|
Avidian Wealth Enterprises
Houston,
Texas
|
$521K
|
-$105K
|
-1,448
|
-17%
|
|
|
1005
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$521K
|
-$57.2K
|
-788
|
-10%
|
|
|
1006
|
Access Financial Services
Minneapolis,
Minnesota
|
$521K
|
-$82K
|
-1,130
|
-14%
|
|
|
1007
|
Cooper Financial Group
Irvine,
California
|
$513K
|
+$513K
|
+7,062
|
New
|
|
|
1008
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$513K
|
+$103K
|
+1,423
|
+25%
|
|
|
1009
|
Fairway Wealth
Independence,
Ohio
|
$512K
|
+$102K
|
+1,408
|
+25%
|
|
|
1010
|
Welch & Forbes
Boston,
Massachusetts
|
$512K
|
+$10.2K
|
+140
|
+2%
|
|
|
1011
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$512K
|
-$484K
|
-6,670
|
-48%
|
|
|
1012
|
Arlington Trust
Birmingham,
Alabama
|
$511K
|
–
|
–
|
–
|
|
|
1013
|
Mustard Seed Financial
Magnolia,
Arkansas
|
$508K
|
-$9.72K
|
-134
|
-2%
|
|
|
1014
|
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
$505K
|
+$154K
|
+2,127
|
+44%
|
|
|
1015
|
ProVise Management Group
Clearwater,
Florida
|
$503K
|
-$17.4K
|
-240
|
-3%
|
|
|
1016
|
Vontobel Holding
Zurich,
Switzerland
|
$501K
|
–
|
–
|
–
|
|
|
1017
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$497K
|
+$2.83K
|
+39
|
+0.6%
|
|
|
1018
|
Savvy Advisors Inc
New York
|
$491K
|
+$202K
|
+2,780
|
+70%
|
|
|
1019
|
Abacus Planning Group
Columbia,
South Carolina
|
$491K
|
–
|
–
|
–
|
|
|
1020
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$490K
|
–
|
–
|
–
|
|
|
1021
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$490K
|
-$161K
|
-2,213
|
-25%
|
|
|
1022
|
Truepoint Inc
Cincinnati,
Ohio
|
$489K
|
+$74.2K
|
+1,022
|
+18%
|
|
|
1023
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$487K
|
+$3.92K
|
+54
|
+0.8%
|
|
|
1024
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$485K
|
-$11.9K
|
-164
|
-2%
|
|
|
1025
|
Procyon Advisors
Shelton,
Connecticut
|
$484K
|
+$1.31K
|
+18
|
+0.3%
|
|
