|
1001
|
Partners in Financial Planning
Salem,
Virginia
|
$245K
|
–
|
–
|
–
|
|
|
1002
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$245K
|
–
|
–
|
–
|
|
|
1003
|
Kraematon Investment Advisors
Braintree,
Massachusetts
|
$243K
|
-$11.1K
|
-258
|
-5%
|
|
|
1004
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$242K
|
-$2.03K
|
-47
|
-0.9%
|
|
|
1005
|
Koshinski Asset Management
Decatur,
Illinois
|
$242K
|
-$9.05K
|
-210
|
-4%
|
|
|
1006
|
Fiduciary Financial Group
San Rafael,
California
|
$241K
|
+$8.75K
|
+203
|
+4%
|
|
|
1007
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$239K
|
-$21K
|
-487
|
-9%
|
|
|
1008
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$237K
|
-$13.8K
|
-321
|
-6%
|
|
|
1009
|
Axxcess Wealth Management
Carlsbad,
California
|
$236K
|
–
|
–
|
–
|
|
|
1010
|
Charles Schwab Trust
Henderson,
Nevada
|
$235K
|
–
|
–
|
–
|
|
|
1011
|
UMB Bank
Kansas City,
Missouri
|
$235K
|
–
|
–
|
–
|
|
|
1012
|
Capasso Planning Partners
Charleston,
South Carolina
|
$235K
|
+$221K
|
+5,116
|
New
|
|
|
1013
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$234K
|
–
|
–
|
–
|
|
|
1014
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$234K
|
–
|
–
|
–
|
|
|
1015
|
Atwood & Palmer
Kansas City,
Missouri
|
$233K
|
–
|
–
|
–
|
|
|
1016
|
Private Wealth Management Group
Princeton,
New Jersey
|
$232K
|
–
|
–
|
–
|
|
|
1017
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$231K
|
+$217K
|
+5,034
|
New
|
|
|
1018
|
United Asset Strategies
Garden City,
New York
|
$230K
|
+$217K
|
+5,024
|
New
|
|
|
1019
|
AE Wealth Management
Topeka,
Kansas
|
$230K
|
+$216K
|
+5,012
|
New
|
|
|
1020
|
Main Management
San Francisco,
California
|
$229K
|
–
|
–
|
–
|
|
|
1021
|
Harbor Capital Advisors
Chicago,
Illinois
|
$228K
|
+$33.4K
|
+775
|
+18%
|
|
|
1022
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$228K
|
–
|
–
|
–
|
|
|
1023
|
Waterford Advisors
Orchard Park,
New York
|
$228K
|
-$3.23K
|
-75
|
-1%
|
|
|
1024
|
|
$228K
|
+$214K
|
+4,963
|
New
|
|
|
1025
|
Gill Capital Partners
Denver,
Colorado
|
$227K
|
+$214K
|
+4,954
|
New
|
|
