|
1001
|
Moser Wealth Advisors
Bellevue,
Washington
|
$629K
|
-$153K
|
-6,429
|
-21%
|
|
|
1002
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$625K
|
-$17.9K
|
-753
|
-3%
|
|
|
1003
|
PFG Investments
Woodbury,
New York
|
$624K
|
-$50.9K
|
-2,136
|
-8%
|
|
|
1004
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$623K
|
+$585K
|
+24,531
|
New
|
|
|
1005
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$622K
|
+$4.79K
|
+201
|
+0.8%
|
|
|
1006
|
Kanawha Capital Management
Richmond,
Virginia
|
$615K
|
-$18.3K
|
-768
|
-3%
|
|
|
1007
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$612K
|
+$575K
|
+24,135
|
New
|
|
|
1008
|
Builder Investment Group
Atlanta,
Georgia
|
$610K
|
+$572
|
+24
|
+0.1%
|
|
|
1009
|
Moors & Cabot
Boston,
Massachusetts
|
$609K
|
-$45.5K
|
-1,911
|
-7%
|
|
|
1010
|
Windham Capital Management
Boston,
Massachusetts
|
$604K
|
+$5.79K
|
+243
|
+1%
|
|
|
1011
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$604K
|
+$206K
|
+8,625
|
+57%
|
|
|
1012
|
Fulcrum Capital
Seattle,
Washington
|
$603K
|
–
|
–
|
–
|
|
|
1013
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$603K
|
-$2.43K
|
-102
|
-0.4%
|
|
|
1014
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$602K
|
-$2.24M
|
-93,918
|
-80%
|
|
|
1015
|
Rothschild Investment LLC
Chicago,
Illinois
|
$601K
|
+$107K
|
+4,500
|
+23%
|
|
|
1016
|
Jefferies Financial Group
New York
|
$599K
|
-$48.5K
|
-2,037
|
-8%
|
|
|
1017
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$595K
|
-$36K
|
-1,512
|
-6%
|
|
|
1018
|
SOL Capital Management
Rockville,
Maryland
|
$593K
|
+$557K
|
+23,355
|
New
|
|
|
1019
|
Nalls Sherbakoff Group
Knoxville,
Tennessee
|
$592K
|
+$4.65K
|
+195
|
+0.8%
|
|
|
1020
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$591K
|
-$123K
|
-5,181
|
-18%
|
|
|
1021
|
Breakwater Capital Group
Paramus,
New Jersey
|
$589K
|
+$18.9K
|
+792
|
+4%
|
|
|
1022
|
Advisor Resource Council
Dallas,
Texas
|
$588K
|
+$553K
|
+23,187
|
New
|
|
|
1023
|
WBI Investments
Red Bank,
New Jersey
|
$586K
|
-$32.1K
|
-1,347
|
-6%
|
|
|
1024
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$585K
|
-$6.93K
|
-291
|
-1%
|
|
|
1025
|
Zacks Investment Management
Chicago,
Illinois
|
$582K
|
+$268K
|
+11,250
|
+96%
|
|
