|
26
|
PrairieView Partners
St. Paul,
Minnesota
|
$337K
|
+$1.6K
|
+32
|
+0.5%
|
|
|
27
|
Plancorp LLC
Saint Louis,
Missouri
|
$315K
|
–
|
–
|
–
|
|
|
28
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$265K
|
–
|
–
|
–
|
|
|
29
|
Passive Capital Management
Baltimore,
Maryland
|
$260K
|
+$36.3K
|
+725
|
+18%
|
|
|
30
|
Tarbox Family Office
Newport Beach,
California
|
$258K
|
+$26.7K
|
+533
|
+13%
|
|
|
31
|
Tortoise Investment Management
White Plains,
New York
|
$242K
|
–
|
–
|
–
|
|
|
32
|
Evanson Asset Management
Carmel,
California
|
$209K
|
+$194K
|
+3,877
|
New
|
|
|
33
|
WealthShield Partners
Cary,
North Carolina
|
$202K
|
+$7.51K
|
+150
|
+4%
|
|
|
34
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$190K
|
+$36K
|
+720
|
+26%
|
|
|
35
|
Orion Capital Management
Coronado,
California
|
$143K
|
–
|
–
|
–
|
|
|
36
|
Red Lighthouse Investment Management
New York
|
$56.3K
|
–
|
–
|
–
|
|
|
37
|
Osaic Holdings
Scottsdale,
Arizona
|
$39.7K
|
–
|
–
|
–
|
|
|
38
|
WealthCollab
Bellevue,
Washington
|
$33.9K
|
+$31.5K
|
+630
|
New
|
|
|
39
|
Asset Dedication LLC
San Francisco,
California
|
$27K
|
-$540K
|
-10,794
|
-96%
|
|
|
40
|
Signature Resources Capital Management
Newport Beach,
California
|
$26.1K
|
+$24.2K
|
+484
|
New
|
|
|
41
|
Elevation Wealth Partners
Santa Rosa,
California
|
$21.7K
|
–
|
–
|
–
|
|
|
42
|
Annapolis Financial Services
Annapolis,
Maryland
|
$9.54K
|
+$2.45K
|
+49
|
+38%
|
|
|
43
|
Level Financial Advisors
East Amherst,
New York
|
$4.31K
|
+$2.85K
|
+57
|
+248%
|
|
|
44
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$283K
|
-5,468
|
Closed
|
|
|
45
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
–
|
-$1.72K
|
-35
|
Closed
|
|
