|
126
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$448K
|
–
|
–
|
–
|
|
|
127
|
Life Planning Partners
Jacksonville,
Florida
|
$426K
|
–
|
–
|
–
|
|
|
128
|
Grove Bank & Trust
Miami,
Florida
|
$386K
|
+$431K
|
+8,469
|
New
|
|
|
129
|
Symphony Financial
Houston,
Texas
|
$366K
|
+$407K
|
+7,996
|
New
|
|
|
130
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$348K
|
-$30.5K
|
-600
|
-7%
|
|
|
131
|
CreativeOne Wealth
Overland Park,
Kansas
|
$341K
|
+$6.51K
|
+128
|
+2%
|
|
|
132
|
Global Retirement Partners
San Rafael,
California
|
$336K
|
+$1.83K
|
+36
|
+0.5%
|
|
|
133
|
Evoke Wealth
Los Angeles,
California
|
$327K
|
+$305K
|
+5,993
|
+508%
|
|
|
134
|
Level Financial Advisors
East Amherst,
New York
|
$291K
|
+$61.6K
|
+1,210
|
+23%
|
|
|
135
|
Willow Creek Wealth Management
Sebastopol,
California
|
$259K
|
+$289K
|
+5,673
|
New
|
|
|
136
|
Truist Financial
Charlotte,
North Carolina
|
$246K
|
+$274K
|
+5,394
|
New
|
|
|
137
|
Tarbox Family Office
Newport Beach,
California
|
$243K
|
–
|
–
|
–
|
|
|
138
|
Silver Oak Securities
Jackson,
Tennessee
|
$236K
|
+$216K
|
+4,241
|
New
|
|
|
139
|
SJS Investment Consulting
Sylvania,
Ohio
|
$221K
|
+$246K
|
+4,838
|
New
|
|
|
140
|
Vista Capital Partners
Portland,
Oregon
|
$217K
|
+$27.1K
|
+533
|
+13%
|
|
|
141
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$209K
|
+$233K
|
+4,576
|
New
|
|
|
142
|
Asset Dedication LLC
San Francisco,
California
|
$181K
|
+$73.6K
|
+1,447
|
+59%
|
|
|
143
|
Allworth Financial
Folsom,
California
|
$160K
|
+$179K
|
+3,517
|
New
|
|
|
144
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$151K
|
+$169K
|
+3,320
|
New
|
|
|
145
|
Osaic Holdings
Scottsdale,
Arizona
|
$146K
|
+$155K
|
+3,047
|
+1,869%
|
|
|
146
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$102K
|
–
|
–
|
–
|
|
|
147
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$84K
|
+$5.7K
|
+112
|
+6%
|
|
|
148
|
|
$53K
|
+$58.7K
|
+1,153
|
New
|
|
|
149
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$44K
|
–
|
–
|
–
|
|
|
150
|
Harbour Investments
Madison,
Wisconsin
|
$21K
|
–
|
–
|
–
|
|
