|
1001
|
Personal CFO Solutions
Chester,
New Jersey
|
$612K
|
+$55.2K
|
+646
|
+10%
|
|
|
1002
|
|
$611K
|
-$1.28K
|
-15
|
-0.2%
|
|
|
1003
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$608K
|
-$16.1K
|
-188
|
-3%
|
|
|
1004
|
Citizens Financial Group
Providence,
Rhode Island
|
$606K
|
-$453K
|
-5,302
|
-43%
|
|
|
1005
|
AlphaCore Capital
La Jolla,
California
|
$601K
|
-$99.1K
|
-1,159
|
-14%
|
|
|
1006
|
Colony Group
Boston,
Massachusetts
|
$600K
|
-$8.98K
|
-105
|
-1%
|
|
|
1007
|
Sunbelt Securities
Houston,
Texas
|
$599K
|
+$35.4K
|
+414
|
+6%
|
|
|
1008
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$599K
|
–
|
–
|
–
|
|
|
1009
|
Parkside Investments
Deerfield,
Illinois
|
$598K
|
–
|
–
|
–
|
|
|
1010
|
Balentine LLC
Atlanta,
Georgia
|
$596K
|
-$538K
|
-6,291
|
-47%
|
|
|
1011
|
Welch & Forbes
Boston,
Massachusetts
|
$594K
|
-$63.2K
|
-739
|
-10%
|
|
|
1012
|
|
$593K
|
-$17.1K
|
-200
|
-3%
|
|
|
1013
|
Transatlantique Private Wealth
New York
|
$592K
|
+$26.9K
|
+314
|
+5%
|
|
|
1014
|
IFG Advisors
St. Louis,
Missouri
|
$592K
|
–
|
–
|
–
|
|
|
1015
|
HM Payson & Co
Portland,
Maine
|
$591K
|
-$19.7K
|
-230
|
-3%
|
|
|
1016
|
Orca Investment Management
Roseburg,
Oregon
|
$591K
|
–
|
–
|
–
|
|
|
1017
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$591K
|
+$373K
|
+4,359
|
+170%
|
|
|
1018
|
Texas Capital Bancshares
Dallas,
Texas
|
$591K
|
+$591K
|
+6,916
|
New
|
|
|
1019
|
TriaGen Wealth Management
Calabasas,
California
|
$590K
|
–
|
–
|
–
|
|
|
1020
|
Clifford Group
Wayland,
Massachusetts
|
$587K
|
+$113K
|
+1,317
|
+24%
|
|
|
1021
|
Mission Wealth Management
Santa Barbara,
California
|
$586K
|
+$77.1K
|
+902
|
+15%
|
|
|
1022
|
Schonfeld Strategic Advisors
New York
|
$579K
|
+$580K
|
+6,780
|
New
|
|
|
1023
|
West Oak Capital
Westlake Village,
California
|
$577K
|
-$97.2K
|
-1,137
|
-14%
|
|
|
1024
|
Icon Wealth Partners
Houston,
Texas
|
$575K
|
+$263K
|
+3,071
|
+84%
|
|
|
1025
|
Douglass Winthrop Advisors
New York
|
$575K
|
+$86K
|
+1,005
|
+18%
|
|
