|
1001
|
Simon Quick Advisors
Morristown,
New Jersey
|
$571K
|
+$38.4K
|
+637
|
+7%
|
|
|
1002
|
NCM Capital Management
Ramsey,
New Jersey
|
$570K
|
–
|
–
|
–
|
|
|
1003
|
Bourgeon Capital Management
Darien,
Connecticut
|
$569K
|
+$569K
|
+9,433
|
New
|
|
|
1004
|
Morling Financial Advisors
Fremont,
California
|
$566K
|
+$5.36K
|
+89
|
+1%
|
|
|
1005
|
Resolute Wealth Strategies
Jackson,
Mississippi
|
$564K
|
-$597K
|
-9,900
|
-51%
|
|
|
1006
|
Conning Inc
Hartford,
Connecticut
|
$562K
|
-$44.5K
|
-739
|
-7%
|
|
|
1007
|
Transform Wealth
Greenwood Village,
Colorado
|
$557K
|
-$17.8K
|
-295
|
-3%
|
|
|
1008
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$552K
|
-$164K
|
-2,728
|
-23%
|
|
|
1009
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$552K
|
–
|
–
|
–
|
|
|
1010
|
|
$549K
|
-$7.05K
|
-117
|
-1%
|
|
|
1011
|
Stephens Inc
Little Rock,
Arkansas
|
$549K
|
+$191K
|
+3,173
|
+54%
|
|
|
1012
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$543K
|
–
|
–
|
–
|
|
|
1013
|
|
$542K
|
-$7.11K
|
-118
|
-1%
|
|
|
1014
|
Secure Asset Management
Troy,
Michigan
|
$541K
|
+$107K
|
+1,769
|
+25%
|
|
|
1015
|
Mindset Wealth Management
Indianapolis,
Indiana
|
$531K
|
+$75.3K
|
+1,250
|
+17%
|
|
|
1016
|
Capital Investment Advisors
Atlanta,
Georgia
|
$530K
|
-$81.2K
|
-1,348
|
-13%
|
|
|
1017
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$526K
|
+$1.45K
|
+24
|
+0.3%
|
|
|
1018
|
Graypoint LLC
Albany,
New York
|
$523K
|
+$20.1K
|
+333
|
+4%
|
|
|
1019
|
Bailard
Foster City,
California
|
$514K
|
+$514K
|
+8,523
|
New
|
|
|
1020
|
Severin Investments
St. Louis,
Missouri
|
$504K
|
+$504K
|
+8,366
|
New
|
|
|
1021
|
Edgestream Partners
Princeton,
New Jersey
|
$502K
|
-$353K
|
-5,851
|
-41%
|
|
|
1022
|
InceptionR
Lafayette,
California
|
$499K
|
+$499K
|
+8,283
|
New
|
|
|
1023
|
Ritholtz Wealth Management
New York
|
$499K
|
+$79.3K
|
+1,316
|
+19%
|
|
|
1024
|
Geneos Wealth Management
Englewood,
Colorado
|
$498K
|
-$16K
|
-265
|
-3%
|
|
|
1025
|
Montecito Bank & Trust
Santa Barbara,
California
|
$495K
|
+$147K
|
+2,440
|
+42%
|
|
