|
5201
|
Prism Planning Partners
Libertyville,
Illinois
|
$1.69M
|
+$16K
|
+56
|
+1%
|
|
|
5202
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$1.68M
|
+$149K
|
+521
|
+10%
|
|
|
5203
|
Avanda Investment Management
Singapore
|
$1.68M
|
+$835K
|
+2,920
|
+101%
|
|
|
5204
|
IFS Group
York,
Pennsylvania
|
$1.68M
|
-$273K
|
-954
|
-14%
|
|
|
5205
|
|
$1.68M
|
-$1.85M
|
-6,452
|
-53%
|
|
|
5206
|
Kapitalo Investimentos
Sao Paulo,
Brazil
|
$1.68M
|
+$380K
|
+1,327
|
+30%
|
|
|
5207
|
ATX Financial Planning
Austin,
Texas
|
$1.67M
|
-$50.3K
|
-176
|
-3%
|
|
|
5208
|
Beacon Wealthcare LLC
Raleigh,
North Carolina
|
$1.67M
|
–
|
–
|
–
|
|
|
5209
|
CMC Financial Group
Atlanta,
Georgia
|
$1.67M
|
-$541K
|
-1,891
|
-25%
|
|
|
5210
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
$1.67M
|
-$66.4K
|
-232
|
-4%
|
|
|
5211
|
Up Capital Management
Roseville,
California
|
$1.66M
|
-$8.3K
|
-29
|
-0.5%
|
|
|
5212
|
DCF Advisers
Greenwich,
Connecticut
|
$1.66M
|
–
|
–
|
–
|
|
|
5213
|
Wealthstar Advisors
Plano,
Texas
|
$1.66M
|
+$572
|
+2
|
+0%
|
|
|
5214
|
Citrine Capital
San Francisco,
California
|
$1.66M
|
+$43.8K
|
+153
|
+3%
|
|
|
5215
|
Sheridan Capital Management
San Rafael,
California
|
$1.66M
|
+$572
|
+2
|
+0%
|
|
|
5216
|
Copia Wealth Management
Bend,
Oregon
|
$1.66M
|
-$16.9K
|
-59
|
-1%
|
|
|
5217
|
Tepp RIA
Westfield,
New Jersey
|
$1.66M
|
+$131K
|
+457
|
+9%
|
|
|
5218
|
SoundView Advisors
Olympia,
Washington
|
$1.66M
|
+$42.9K
|
+150
|
+3%
|
|
|
5219
|
Gruss & Co
West Palm Beach,
Florida
|
$1.65M
|
+$429K
|
+1,500
|
+36%
|
|
|
5220
|
CDM Financial Counseling Services
Norwich,
Connecticut
|
$1.65M
|
-$200K
|
-700
|
-11%
|
|
|
5221
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$1.65M
|
-$49.5K
|
-173
|
-3%
|
|
|
5222
|
FORM Wealth Advisors
Lake Geneva,
Wisconsin
|
$1.64M
|
-$40.6K
|
-142
|
-2%
|
|
|
5223
|
Equity Wealth Partners
Independence,
Missouri
|
$1.63M
|
+$551K
|
+1,925
|
+52%
|
|
|
5224
|
Opulen Financial Group
Arlington,
Virginia
|
$1.63M
|
+$128K
|
+449
|
+9%
|
|
|
5225
|
GatePass Capital
Independence,
Ohio
|
$1.63M
|
+$124K
|
+434
|
+8%
|
|
