|
1001
|
|
$305K
|
+$5.45K
|
+64
|
+2%
|
|
|
1002
|
Asset Management Resources
Hyannis,
Massachusetts
|
$305K
|
+$307K
|
+3,600
|
New
|
|
|
1003
|
Valeo Financial Advisors
Carmel,
Indiana
|
$302K
|
-$1.28K
|
-15
|
-0.4%
|
|
|
1004
|
|
$300K
|
+$107K
|
+1,258
|
+55%
|
|
|
1005
|
Compass Financial Advisors
Fort Wayne,
Indiana
|
$299K
|
+$301K
|
+3,531
|
New
|
|
|
1006
|
Cerity Partners OCIO
New York
|
$298K
|
+$2.9K
|
+34
|
+1%
|
|
|
1007
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$298K
|
+$300K
|
+3,518
|
New
|
|
|
1008
|
Divergent Planning
Bethesda,
Maryland
|
$298K
|
+$301K
|
+3,535
|
New
|
|
|
1009
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$297K
|
-$240K
|
-2,814
|
-44%
|
|
|
1010
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$297K
|
+$15.6K
|
+183
|
+6%
|
|
|
1011
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$297K
|
+$66.8K
|
+784
|
+29%
|
|
|
1012
|
180 Wealth Advisors
Federal Way,
Washington
|
$296K
|
–
|
–
|
–
|
|
|
1013
|
Symphony Financial
Houston,
Texas
|
$295K
|
-$25.8M
|
-302,366
|
-99%
|
|
|
1014
|
Summit Wealth Partners
Orlando,
Florida
|
$295K
|
-$34.6K
|
-406
|
-10%
|
|
|
1015
|
Montis Financial
Waltham,
Massachusetts
|
$292K
|
–
|
–
|
–
|
|
|
1016
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$292K
|
+$10.3K
|
+121
|
+4%
|
|
|
1017
|
Blooom Inc
Overland Park,
Kansas
|
$290K
|
-$30.5K
|
-358
|
-13%
|
|
|
1018
|
Focused Wealth Management
Newburgh,
New York
|
$289K
|
-$910K
|
-10,680
|
-76%
|
|
|
1019
|
Stegner Investment Associates
Louisville,
Kentucky
|
$289K
|
+$290K
|
+3,407
|
New
|
|
|
1020
|
LWM Advisory Services
Plantation,
Florida
|
$288K
|
+$289K
|
+3,395
|
New
|
|
|
1021
|
Colonial River Investments
Midlothian,
Virginia
|
$288K
|
+$289K
|
+3,398
|
New
|
|
|
1022
|
Trivium Point Advisory
Westport,
Connecticut
|
$287K
|
+$10.2K
|
+120
|
+4%
|
|
|
1023
|
Auxano Advisors
Bellevue,
Washington
|
$286K
|
+$287K
|
+3,373
|
New
|
|
|
1024
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$283K
|
+$1.7K
|
+20
|
+0.6%
|
|
|
1025
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$282K
|
–
|
–
|
–
|
|
