|
1001
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$486K
|
+$25.4K
|
+294
|
+5%
|
|
|
1002
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$483K
|
-$145K
|
-1,681
|
-21%
|
|
|
1003
|
Beaumont Asset Management
Beaumont,
Texas
|
$482K
|
+$2.76K
|
+32
|
+0.5%
|
|
|
1004
|
Level Four Advisory Services
Dallas,
Texas
|
$482K
|
+$561K
|
+6,495
|
New
|
|
|
1005
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$480K
|
-$25.3K
|
-293
|
-4%
|
|
|
1006
|
Freestone Capital Holdings
Seattle,
Washington
|
$477K
|
-$23.9K
|
-277
|
-4%
|
|
|
1007
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$476K
|
-$2.03M
|
-23,545
|
-79%
|
|
|
1008
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$472K
|
+$345
|
+4
|
+0.1%
|
|
|
1009
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$468K
|
-$20.2K
|
-234
|
-4%
|
|
|
1010
|
Realta Investment Advisors
Wilmington,
Delaware
|
$468K
|
-$404K
|
-4,677
|
-43%
|
|
|
1011
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$467K
|
+$31.3K
|
+363
|
+6%
|
|
|
1012
|
InterOcean Capital Group
Nashville,
Tennessee
|
$466K
|
+$17.2K
|
+199
|
+3%
|
|
|
1013
|
Soltis Investment Advisors
St. George,
Utah
|
$463K
|
-$1.39M
|
-16,112
|
-72%
|
|
|
1014
|
Purus Wealth Management
Newport Beach,
California
|
$462K
|
-$43K
|
-498
|
-7%
|
|
|
1015
|
Kula Investments
Chicago,
Illinois
|
$462K
|
+$538K
|
+6,226
|
New
|
|
|
1016
|
Meeder Advisory Services
Dublin,
Ohio
|
$461K
|
+$536K
|
+6,210
|
New
|
|
|
1017
|
RWA Wealth Partners
Newton,
Massachusetts
|
$458K
|
+$8.29K
|
+96
|
+2%
|
|
|
1018
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$457K
|
+$80.4K
|
+931
|
+18%
|
|
|
1019
|
Prentice Wealth Management
Rochester,
New York
|
$457K
|
-$6.3K
|
-73
|
-1%
|
|
|
1020
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$456K
|
-$70.6K
|
-817
|
-12%
|
|
|
1021
|
Chevy Chase Trust
Bethesda,
Maryland
|
$456K
|
+$15.9K
|
+184
|
+3%
|
|
|
1022
|
NCM Capital Management
Ramsey,
New Jersey
|
$454K
|
+$135K
|
+1,560
|
+34%
|
|
|
1023
|
Callan Capital
La Jolla,
California
|
$453K
|
+$527K
|
+6,107
|
New
|
|
|
1024
|
Round Rock Advisors
Wilton,
Connecticut
|
$452K
|
+$138K
|
+1,603
|
+36%
|
|
|
1025
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$452K
|
+$526K
|
+6,095
|
New
|
|
