|
301
|
Avantax Planning Partners
Dubuque,
Iowa
|
$411K
|
+$2.33K
|
+33
|
+0.6%
|
|
|
302
|
Brass Tax Wealth Management
Cincinnati,
Ohio
|
$400K
|
+$391K
|
+5,531
|
New
|
|
|
303
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$395K
|
–
|
–
|
–
|
|
|
304
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$391K
|
–
|
–
|
–
|
|
|
305
|
Redwood Park Advisors
Redwood City,
California
|
$387K
|
-$33.9K
|
-480
|
-8%
|
|
|
306
|
Morey & Quinn Wealth Partners
Omaha,
Nebraska
|
$386K
|
-$17.6K
|
-249
|
-4%
|
|
|
307
|
BIP Wealth
Atlanta,
Georgia
|
$380K
|
+$24.5K
|
+347
|
+7%
|
|
|
308
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$379K
|
–
|
–
|
–
|
|
|
309
|
Atomi Financial Group
New York
|
$370K
|
+$362K
|
+5,122
|
New
|
|
|
310
|
Mariner
Overland Park,
Kansas
|
$368K
|
+$38.7K
|
+548
|
+12%
|
|
|
311
|
Fiduciary Wealth Partners
Boston,
Massachusetts
|
$364K
|
+$356K
|
+5,044
|
New
|
|
|
312
|
Andrews Lucia Wealth Management
Danville,
California
|
$364K
|
+$356K
|
+5,043
|
New
|
|
|
313
|
Vicus Capital
State College,
Pennsylvania
|
$356K
|
+$348K
|
+4,930
|
New
|
|
|
314
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$355K
|
+$266K
|
+3,771
|
+330%
|
|
|
315
|
Altiora Financial Group
Lebanon,
Ohio
|
$353K
|
-$85.7K
|
-1,213
|
-20%
|
|
|
316
|
PFG Investments
Woodbury,
New York
|
$349K
|
+$4.45K
|
+63
|
+1%
|
|
|
317
|
Citadel Advisors
Miami,
Florida
|
$345K
|
-$1.7K
|
-24
|
-0.5%
|
|
|
318
|
Acorn Creek Capital
Fort Collins,
Colorado
|
$341K
|
+$25.3K
|
+358
|
+8%
|
|
|
319
|
Oppenheimer & Co
New York
|
$329K
|
+$51.8K
|
+734
|
+19%
|
|
|
320
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$328K
|
+$424
|
+6
|
+0.1%
|
|
|
321
|
|
$324K
|
–
|
–
|
–
|
|
|
322
|
CGN Advisors
Manhattan,
Kansas
|
$319K
|
-$135K
|
-1,908
|
-30%
|
|
|
323
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$316K
|
+$706
|
+10
|
+0.2%
|
|
|
324
|
Kestra Private Wealth Services
Austin,
Texas
|
$305K
|
-$4.87K
|
-69
|
-2%
|
|
|
325
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$295K
|
-$23.9K
|
-339
|
-8%
|
|
