|
1001
|
Continuum Advisory
Eagle,
Idaho
|
$760K
|
-$60K
|
-450
|
-7%
|
|
|
1002
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$759K
|
+$159K
|
+1,193
|
+26%
|
|
|
1003
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$757K
|
-$133K
|
-1,000
|
-15%
|
|
|
1004
|
Addison Capital
Conshohocken,
Pennsylvania
|
$757K
|
+$2.53K
|
+19
|
+0.3%
|
|
|
1005
|
|
$754K
|
-$29.3K
|
-220
|
-4%
|
|
|
1006
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$754K
|
–
|
–
|
–
|
|
|
1007
|
Overbrook Management Corp
New York
|
$749K
|
–
|
–
|
–
|
|
|
1008
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$747K
|
+$269K
|
+2,019
|
+54%
|
|
|
1009
|
First National Trust
Hermitage,
Pennsylvania
|
$745K
|
+$484K
|
+3,632
|
+171%
|
|
|
1010
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$742K
|
+$17.9K
|
+134
|
+2%
|
|
|
1011
|
McDaniel Terry & Co
Austin,
Texas
|
$742K
|
+$155K
|
+1,161
|
+25%
|
|
|
1012
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$738K
|
+$8.67K
|
+65
|
+1%
|
|
|
1013
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$737K
|
-$26.7K
|
-200
|
-3%
|
|
|
1014
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$734K
|
-$6.67K
|
-50
|
-0.9%
|
|
|
1015
|
R.M. Davis Inc
Portland,
Maine
|
$734K
|
–
|
–
|
–
|
|
|
1016
|
Wealth Management Solutions
Exton,
Pennsylvania
|
$733K
|
+$755K
|
+5,665
|
New
|
|
|
1017
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$732K
|
+$24.7K
|
+185
|
+3%
|
|
|
1018
|
Symmetry Partners
Glastonbury,
Connecticut
|
$731K
|
–
|
–
|
–
|
|
|
1019
|
Advisor Partners
Walnut Creek,
California
|
$730K
|
-$2.93K
|
-22
|
-0.4%
|
|
|
1020
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$729K
|
+$18.9K
|
+142
|
+3%
|
|
|
1021
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$727K
|
+$282K
|
+2,116
|
+60%
|
|
|
1022
|
Financial Engines Advisors
Santa Clara,
California
|
$721K
|
+$13.1K
|
+98
|
+2%
|
|
|
1023
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$717K
|
-$32.9K
|
-247
|
-4%
|
|
|
1024
|
Powell Investment Advisors
Miami,
Florida
|
$714K
|
–
|
–
|
–
|
|
|
1025
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$713K
|
–
|
–
|
–
|
|
