|
301
|
Personal CFO Solutions
Chester,
New Jersey
|
$721K
|
-$124K
|
-918
|
-15%
|
|
|
302
|
Davenport & Co
Richmond,
Virginia
|
$719K
|
+$87.9K
|
+650
|
+15%
|
|
|
303
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$707K
|
-$29.2K
|
-216
|
-4%
|
|
|
304
|
KWMG LLC
Overland Park,
Kansas
|
$704K
|
–
|
–
|
–
|
|
|
305
|
Roundview Capital
Princeton,
New Jersey
|
$701K
|
+$67.9K
|
+502
|
+11%
|
|
|
306
|
|
$699K
|
–
|
–
|
–
|
|
|
307
|
Private Vista
Chicago,
Illinois
|
$693K
|
-$9.33K
|
-69
|
-1%
|
|
|
308
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$692K
|
-$8.25K
|
-61
|
-1%
|
|
|
309
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$684K
|
+$647K
|
+4,789
|
New
|
|
|
310
|
Eaton Vance Management
Boston,
Massachusetts
|
$680K
|
–
|
–
|
–
|
|
|
311
|
Royal Fund Management
Lady Lake,
Florida
|
$677K
|
+$641K
|
+4,738
|
New
|
|
|
312
|
Physician Wealth Advisors
Midvale,
Utah
|
$672K
|
+$63.3K
|
+468
|
+12%
|
|
|
313
|
Total Investment Management
Scottsdale,
Arizona
|
$662K
|
+$137K
|
+1,013
|
+28%
|
|
|
314
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$654K
|
–
|
–
|
–
|
|
|
315
|
Ashfield Capital Partners
San Francisco,
California
|
$646K
|
–
|
–
|
–
|
|
|
316
|
Argent Wealth Management
Waltham,
Massachusetts
|
$637K
|
–
|
–
|
–
|
|
|
317
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$635K
|
-$11.4K
|
-84
|
-2%
|
|
|
318
|
Next Capital Management
New York
|
$633K
|
–
|
–
|
–
|
|
|
319
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$632K
|
+$2.7K
|
+20
|
+0.5%
|
|
|
320
|
Nachman Norwood & Parrott
Greenville,
South Carolina
|
$630K
|
-$33.8K
|
-250
|
-5%
|
|
|
321
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$626K
|
-$2.03K
|
-15
|
-0.3%
|
|
|
322
|
Merit Financial Group
Alpharetta,
Georgia
|
$624K
|
-$14.7K
|
-109
|
-2%
|
|
|
323
|
Brown Advisory
Baltimore,
Maryland
|
$618K
|
-$1.49K
|
-11
|
-0.3%
|
|
|
324
|
Ironwood Financial
Tucson,
Arizona
|
$614K
|
+$2.57K
|
+19
|
+0.4%
|
|
|
325
|
Snowden Capital Advisors
New York
|
$613K
|
-$11.1K
|
-82
|
-2%
|
|
