|
501
|
Elevation Wealth Partners
Santa Rosa,
California
|
$13.7K
|
+$13.4K
|
+44
|
+880%
|
|
|
502
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$13.6K
|
-$12.8K
|
-42
|
-46%
|
|
|
503
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$11.8K
|
-$304
|
-1
|
-2%
|
|
|
504
|
Bell Investment Advisors
Oakland,
California
|
$11.2K
|
–
|
–
|
–
|
|
|
505
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$11.2K
|
+$1.82K
|
+6
|
+18%
|
|
|
506
|
Main Street Group
Glen Allen,
Virginia
|
$11.2K
|
+$12.2K
|
+40
|
New
|
|
|
507
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$10.9K
|
–
|
–
|
–
|
|
|
508
|
Creative Financial Designs
Kokomo,
Indiana
|
$10.1K
|
–
|
–
|
–
|
|
|
509
|
Financial Life Planners
Tempe,
Arizona
|
$8.92K
|
+$9.72K
|
+32
|
New
|
|
|
510
|
CVA Family Office
Denver,
Colorado
|
$8.69K
|
+$7.29K
|
+24
|
+343%
|
|
|
511
|
SJS Investment Consulting
Sylvania,
Ohio
|
$8.13K
|
-$38K
|
-125
|
-81%
|
|
|
512
|
Frazier Financial Advisors
Columbus,
Ohio
|
$7.85K
|
–
|
–
|
–
|
|
|
513
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$7.85K
|
-$4.56K
|
-15
|
-35%
|
|
|
514
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$7.85K
|
+$304
|
+1
|
+4%
|
|
|
515
|
Sachetta
Lynnfield,
Massachusetts
|
$7.57K
|
+$6.68K
|
+22
|
+440%
|
|
|
516
|
Highline Wealth Partners
Sherman Oaks,
California
|
$7.57K
|
+$8.2K
|
+27
|
New
|
|
|
517
|
Manning & Napier Advisors
Fairport,
New York
|
$7.08K
|
+$2.13K
|
+7
|
+37%
|
|
|
518
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$7.01K
|
–
|
–
|
–
|
|
|
519
|
Centerpoint Advisors
Needham,
Massachusetts
|
$7K
|
+$7.29K
|
+24
|
New
|
|
|
520
|
LRI Investments
Palm Beach Gardens,
Florida
|
$6.72K
|
+$7.29K
|
+24
|
New
|
|
|
521
|
Plato Investment Management
Sydney, NSW,
Australia
|
$6.45K
|
–
|
–
|
–
|
|
|
522
|
Signature Equity Partners
Columbus,
Ohio
|
$6.18K
|
-$12.8K
|
-42
|
-66%
|
|
|
523
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$6.17K
|
–
|
–
|
–
|
|
|
524
|
Wealth Preservation Advisors
Chattanooga,
Tennessee
|
$5.88K
|
+$6.38K
|
+21
|
New
|
|
|
525
|
Asset Dedication LLC
San Francisco,
California
|
$5.61K
|
–
|
–
|
–
|
|
