|
1001
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$702K
|
-$10.6K
|
-124
|
-1%
|
|
|
1002
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$695K
|
-$98.1K
|
-1,144
|
-12%
|
|
|
1003
|
Collective Family Office
York,
Pennsylvania
|
$694K
|
+$396K
|
+4,612
|
+119%
|
|
|
1004
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$692K
|
-$172
|
-2
|
-0%
|
|
|
1005
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$687K
|
-$36.4K
|
-424
|
-5%
|
|
|
1006
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$686K
|
-$30.5K
|
-356
|
-4%
|
|
|
1007
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$686K
|
-$258K
|
-3,008
|
-26%
|
|
|
1008
|
Clare Market Investments
Dallas,
Texas
|
$684K
|
-$102K
|
-1,192
|
-13%
|
|
|
1009
|
Stratos Investment Management
Beachwood,
Ohio
|
$681K
|
+$343
|
+4
|
+0%
|
|
|
1010
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$681K
|
-$8.2M
|
-95,658
|
-92%
|
|
|
1011
|
First American Bank
Dundee,
Illinois
|
$680K
|
+$21.8K
|
+254
|
+3%
|
|
|
1012
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$679K
|
+$6.17K
|
+72
|
+0.9%
|
|
|
1013
|
MCF Advisors
Covington,
Kentucky
|
$675K
|
–
|
–
|
–
|
|
|
1014
|
Sather Financial Group
Victoria,
Texas
|
$674K
|
–
|
–
|
–
|
|
|
1015
|
Ritholtz Wealth Management
New York
|
$673K
|
+$114K
|
+1,334
|
+19%
|
|
|
1016
|
WESPAC Advisors
Orinda,
California
|
$670K
|
+$245K
|
+2,860
|
+54%
|
|
|
1017
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$666K
|
-$26.6K
|
-310
|
-4%
|
|
|
1018
|
Solstein Capital
Menlo Park,
California
|
$666K
|
+$53.2K
|
+620
|
+8%
|
|
|
1019
|
Blue Fin Capital
Warren,
Rhode Island
|
$665K
|
-$57.8K
|
-674
|
-8%
|
|
|
1020
|
Rappaport Reiches Capital Management
Skokie`,
Illinois
|
$663K
|
+$117K
|
+1,366
|
+20%
|
|
|
1021
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$661K
|
-$515
|
-6
|
-0.1%
|
|
|
1022
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$659K
|
-$23.8K
|
-278
|
-3%
|
|
|
1023
|
Vontobel Holding
Zurich,
Switzerland
|
$657K
|
-$131K
|
-1,530
|
-16%
|
|
|
1024
|
Aries Wealth Management
Portland,
Maine
|
$657K
|
-$49.7K
|
-580
|
-7%
|
|
|
1025
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$655K
|
-$156K
|
-1,818
|
-19%
|
|
