|
2501
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
$351K
|
–
|
–
|
–
|
|
|
2502
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$350K
|
–
|
–
|
–
|
|
|
2503
|
V2 Financial group
Naperville,
Illinois
|
$350K
|
–
|
–
|
–
|
|
|
2504
|
Lantz Financial
Naperville,
Illinois
|
$349K
|
+$10.6K
|
+21
|
+3%
|
|
|
2505
|
Soundmark Wealth Management
Kirkland,
Washington
|
$349K
|
–
|
–
|
–
|
|
|
2506
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$348K
|
+$14.7K
|
+29
|
+5%
|
|
|
2507
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$348K
|
-$8.1K
|
-16
|
-2%
|
|
|
2508
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$344K
|
+$99.7K
|
+197
|
+45%
|
|
|
2509
|
Orin Green Financial
San Diego,
California
|
$342K
|
–
|
–
|
–
|
|
|
2510
|
WrapManager Inc
Mill Valley,
California
|
$341K
|
-$61.2K
|
-121
|
-16%
|
|
|
2511
|
Exeter Financial
Scottsdale,
Arizona
|
$341K
|
–
|
–
|
–
|
|
|
2512
|
Peterson Wealth Advisors
Orem,
Utah
|
$340K
|
-$365K
|
-722
|
-53%
|
|
|
2513
|
Better Money Decisions
Santa Fe,
New Mexico
|
$340K
|
+$20.2K
|
+40
|
+7%
|
|
|
2514
|
PGIM Custom Harvest
Newark,
New Jersey
|
$339K
|
-$2.02K
|
-4
|
-0.6%
|
|
|
2515
|
Auto-Owners Insurance
Lansing,
Michigan
|
$339K
|
–
|
–
|
–
|
|
|
2516
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$339K
|
-$11.1K
|
-22
|
-3%
|
|
|
2517
|
Capital Insight Partners
Scottsdale,
Arizona
|
$338K
|
+$318K
|
+628
|
New
|
|
|
2518
|
Ascent Wealth Partners
New Hartford,
New York
|
$338K
|
+$53.1K
|
+105
|
+20%
|
|
|
2519
|
Asset Management Resources
Hyannis,
Massachusetts
|
$338K
|
-$10.1K
|
-20
|
-3%
|
|
|
2520
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$337K
|
+$35.4K
|
+70
|
+13%
|
|
|
2521
|
Foster & Motley
Cincinnati,
Ohio
|
$337K
|
-$25.3K
|
-50
|
-7%
|
|
|
2522
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$336K
|
-$2.53K
|
-5
|
-0.8%
|
|
|
2523
|
Evolution Wealth Advisors
Aventura,
Florida
|
$336K
|
+$17.7K
|
+35
|
+6%
|
|
|
2524
|
Riversedge Advisors
Wilmington,
Delaware
|
$335K
|
+$506
|
+1
|
+0.2%
|
|
|
2525
|
WJ Wealth Management
Glendale,
Arizona
|
$335K
|
+$315K
|
+622
|
New
|
|
