|
1001
|
Personal CFO Solutions
Chester,
New Jersey
|
$506K
|
-$10.1K
|
-22
|
-2%
|
|
|
1002
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$506K
|
+$73.7K
|
+160
|
+16%
|
|
|
1003
|
R.M. Davis Inc
Portland,
Maine
|
$505K
|
+$1.84K
|
+4
|
+0.4%
|
|
|
1004
|
Williams Jones Wealth Management
New York
|
$505K
|
–
|
–
|
–
|
|
|
1005
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$504K
|
+$8.76K
|
+19
|
+2%
|
|
|
1006
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$501K
|
+$68.2K
|
+148
|
+16%
|
|
|
1007
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$500K
|
-$177K
|
-385
|
-27%
|
|
|
1008
|
Gryphon Financial Partners
Columbus,
Ohio
|
$500K
|
+$2.3K
|
+5
|
+0.4%
|
|
|
1009
|
Albion Financial Group
Salt Lake City,
Utah
|
$496K
|
–
|
–
|
–
|
|
|
1010
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$492K
|
+$122K
|
+265
|
+32%
|
|
|
1011
|
Invesco LLC (Illinois)
Des Plaines,
Illinois
|
$486K
|
–
|
–
|
–
|
|
|
1012
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$482K
|
-$12.4K
|
-27
|
-2%
|
|
|
1013
|
Simplify Asset Management
Las Vegas,
Nevada
|
$481K
|
-$52.5K
|
-114
|
-10%
|
|
|
1014
|
Quotient Wealth Partners
Dallas,
Texas
|
$477K
|
-$27.2K
|
-59
|
-5%
|
|
|
1015
|
Symphony Financial
Houston,
Texas
|
$476K
|
+$1.08M
|
+2,353
|
New
|
|
|
1016
|
Modern Wealth Management
Lenexa,
Kansas
|
$472K
|
+$53K
|
+115
|
+12%
|
|
|
1017
|
New England Research & Management
Chicago,
Illinois
|
$472K
|
+$488K
|
+1,060
|
New
|
|
|
1018
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$471K
|
-$4.61K
|
-10
|
-0.9%
|
|
|
1019
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$468K
|
-$102K
|
-221
|
-17%
|
|
|
1020
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$468K
|
-$16.6K
|
-36
|
-3%
|
|
|
1021
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$468K
|
-$11.1K
|
-24
|
-2%
|
|
|
1022
|
Parallax Volatility Advisers
San Francisco,
California
|
$466K
|
+$481K
|
+1,043
|
+34,767%
|
|
|
1023
|
|
$465K
|
+$482K
|
+1,045
|
New
|
|
|
1024
|
TFB Advisors
Overland Park,
Kansas
|
$463K
|
+$7.37K
|
+16
|
+2%
|
|
|
1025
|
Richardson Financial Services
Medway,
Massachusetts
|
$461K
|
+$2.77K
|
+6
|
+0.6%
|
|
