|
1001
|
Capital Group Private Client Services
Los Angeles,
California
|
$669K
|
+$410K
|
+2,582
|
+173%
|
|
|
1002
|
SEI Investments
Oaks,
Pennsylvania
|
$669K
|
+$178K
|
+1,122
|
+38%
|
|
|
1003
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$669K
|
-$920K
|
-5,799
|
-59%
|
|
|
1004
|
Ayrshire Capital Management
Westport,
Connecticut
|
$662K
|
+$55.2K
|
+348
|
+9%
|
|
|
1005
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$659K
|
-$4.13K
|
-26
|
-0.6%
|
|
|
1006
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$658K
|
–
|
–
|
–
|
|
|
1007
|
|
$657K
|
-$111K
|
-702
|
-15%
|
|
|
1008
|
Cornerstone Planning
Charlotte,
North Carolina
|
$657K
|
-$952
|
-6
|
-0.1%
|
|
|
1009
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$657K
|
–
|
–
|
–
|
|
|
1010
|
Strategic Financial Services
Utica,
New York
|
$655K
|
–
|
–
|
–
|
|
|
1011
|
SFMG Wealth Advisors
Plano,
Texas
|
$649K
|
-$570K
|
-3,591
|
-48%
|
|
|
1012
|
Grimes & Company
Westborough,
Massachusetts
|
$648K
|
+$5.71K
|
+36
|
+0.9%
|
|
|
1013
|
Trinity Financial Advisors
Columbus,
Ohio
|
$647K
|
+$41.1K
|
+259
|
+7%
|
|
|
1014
|
Kickstand Ventures
Pittsford,
New York
|
$647K
|
+$6.98K
|
+44
|
+1%
|
|
|
1015
|
PW Nova Financial Services
Newtown,
Pennsylvania
|
$646K
|
–
|
–
|
–
|
|
|
1016
|
EQ LLC
Bellevue,
Washington
|
$646K
|
+$159
|
+1
|
+0%
|
|
|
1017
|
Stone Summit Wealth
Miami,
Florida
|
$643K
|
+$7.14K
|
+45
|
+1%
|
|
|
1018
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$643K
|
-$175K
|
-1,104
|
-22%
|
|
|
1019
|
Cooke Wealth Management
Irvine,
California
|
$642K
|
-$230K
|
-1,448
|
-27%
|
|
|
1020
|
CX Institutional
Auburn,
Indiana
|
$641K
|
-$2.22K
|
-14
|
-0.4%
|
|
|
1021
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$639K
|
+$3.49K
|
+22
|
+0.6%
|
|
|
1022
|
NTV Asset Management
Charleston,
West Virginia
|
$637K
|
+$29.5K
|
+186
|
+5%
|
|
|
1023
|
Frisch Financial Group
Melville,
New York
|
$636K
|
–
|
–
|
–
|
|
|
1024
|
Milestone Asset Management Group
Avon,
Connecticut
|
$632K
|
+$476
|
+3
|
+0.1%
|
|
|
1025
|
Tradewinds Capital Management
Bellingham,
Washington
|
$632K
|
–
|
–
|
–
|
|
