|
1001
|
Valley Financial Group
Ambler,
Pennsylvania
|
$5.02M
|
-$68.2K
|
-250
|
-1%
|
|
|
1002
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$5.02M
|
+$107K
|
+392
|
+2%
|
|
|
1003
|
Trevian Wealth Management
Weston,
Massachusetts
|
$5.02M
|
+$4.84M
|
+17,727
|
New
|
|
|
1004
|
Strid Group
Newtown Square,
Pennsylvania
|
$5.01M
|
-$62.7K
|
-230
|
-1%
|
|
|
1005
|
|
$5.01M
|
+$2.24M
|
+8,206
|
+87%
|
|
|
1006
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$5M
|
-$138K
|
-507
|
-3%
|
|
|
1007
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$4.98M
|
-$5.49M
|
-20,122
|
-53%
|
|
|
1008
|
Chicago Capital
Chicago,
Illinois
|
$4.98M
|
+$1.17M
|
+4,279
|
+32%
|
|
|
1009
|
Kaydan Wealth Management
Fenton,
Michigan
|
$4.97M
|
-$36.8K
|
-135
|
-0.8%
|
|
|
1010
|
Riverview Capital Advisers
Boston,
Massachusetts
|
$4.95M
|
+$25.6K
|
+94
|
+0.5%
|
|
|
1011
|
Intrua Financial
Houston,
Texas
|
$4.95M
|
-$217K
|
-795
|
-4%
|
|
|
1012
|
Lakeside Advisors
Seattle,
Washington
|
$4.95M
|
–
|
–
|
–
|
|
|
1013
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$4.94M
|
+$153K
|
+560
|
+3%
|
|
|
1014
|
Insigneo Advisory Services
Miami,
Florida
|
$4.89M
|
-$284K
|
-1,040
|
-6%
|
|
|
1015
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$4.88M
|
-$18K
|
-66
|
-0.4%
|
|
|
1016
|
Capital Performance Advisors
Walnut Creek,
California
|
$4.88M
|
+$299K
|
+1,096
|
+7%
|
|
|
1017
|
Hudson Value Partners
Palm Beach,
Florida
|
$4.87M
|
+$1.2M
|
+4,417
|
+35%
|
|
|
1018
|
|
$4.85M
|
-$100K
|
-367
|
-2%
|
|
|
1019
|
Prepared Retirement Institute
Lansdale,
Pennsylvania
|
$4.79M
|
+$686K
|
+2,516
|
+17%
|
|
|
1020
|
LGL Partners
Philadelphia,
Pennsylvania
|
$4.71M
|
-$925K
|
-3,392
|
-17%
|
|
|
1021
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$4.7M
|
-$5.46K
|
-20
|
-0.1%
|
|
|
1022
|
SilverOak Wealth Management
Edina,
Minnesota
|
$4.7M
|
-$632K
|
-2,317
|
-12%
|
|
|
1023
|
Strategic Financial Planning
Plano,
Texas
|
$4.67M
|
+$840K
|
+3,079
|
+23%
|
|
|
1024
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$4.67M
|
–
|
–
|
–
|
|
|
1025
|
TFB Advisors
Overland Park,
Kansas
|
$4.66M
|
-$26.5K
|
-97
|
-0.6%
|
|
