|
1001
|
Roundview Capital
Princeton,
New Jersey
|
$587K
|
-$9.56K
|
-60
|
-2%
|
|
|
1002
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$587K
|
+$112K
|
+704
|
+23%
|
|
|
1003
|
Avity Investment Management
Greenwich,
Connecticut
|
$584K
|
+$40.6K
|
+255
|
+7%
|
|
|
1004
|
Intrust Bank
Wichita,
Kansas
|
$579K
|
–
|
–
|
–
|
|
|
1005
|
Access Financial Services
Minneapolis,
Minnesota
|
$577K
|
-$31.1K
|
-195
|
-5%
|
|
|
1006
|
First Personal Financial Services
Charlotte,
North Carolina
|
$577K
|
–
|
–
|
–
|
|
|
1007
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$577K
|
+$20.1K
|
+126
|
+3%
|
|
|
1008
|
Gemmer Asset Management
Walnut Creek,
California
|
$576K
|
+$15.9K
|
+100
|
+3%
|
|
|
1009
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$575K
|
+$46.4K
|
+291
|
+8%
|
|
|
1010
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$574K
|
-$155K
|
-970
|
-21%
|
|
|
1011
|
Bridges Investment Management
Omaha,
Nebraska
|
$569K
|
–
|
–
|
–
|
|
|
1012
|
BSW Wealth Partners
Boulder,
Colorado
|
$568K
|
-$216K
|
-1,356
|
-27%
|
|
|
1013
|
Capital Planning
Bellevue,
Washington
|
$565K
|
–
|
–
|
–
|
|
|
1014
|
Indie Asset Partners
Carmel,
Indiana
|
$565K
|
–
|
–
|
–
|
|
|
1015
|
Y-Intercept (HK)
Hong Kong
|
$564K
|
+$585K
|
+3,670
|
New
|
|
|
1016
|
1776 Wealth
Atlanta,
Georgia
|
$559K
|
–
|
–
|
–
|
|
|
1017
|
SG Americas Securities
New York
|
$555K
|
-$3.68M
|
-23,113
|
-86%
|
|
|
1018
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$554K
|
+$82.4K
|
+517
|
+17%
|
|
|
1019
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$552K
|
–
|
–
|
–
|
|
|
1020
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$549K
|
-$15.9K
|
-100
|
-3%
|
|
|
1021
|
Soundmark Wealth Management
Kirkland,
Washington
|
$549K
|
-$1.43K
|
-9
|
-0.3%
|
|
|
1022
|
Disciplined Investments
Tulsa,
Oklahoma
|
$546K
|
-$10K
|
-63
|
-2%
|
|
|
1023
|
Covenant Asset Management
Chester,
New Jersey
|
$545K
|
-$7.97K
|
-50
|
-1%
|
|
|
1024
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$545K
|
+$47.8K
|
+300
|
+9%
|
|
|
1025
|
Wealthquest
Cincinnati,
Ohio
|
$544K
|
+$43.8K
|
+275
|
+8%
|
|
