|
251
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$5.98M
|
+$3.25M
|
+57,483
|
+131%
|
|
|
252
|
Seneca Financial Advisors
Rochester,
New York
|
$5.98M
|
+$83.9K
|
+1,483
|
+1%
|
|
|
253
|
NorthRock Partners
Minneapolis,
Minnesota
|
$5.97M
|
-$143K
|
-2,535
|
-2%
|
|
|
254
|
Capital Advantage
Walnut Creek,
California
|
$5.96M
|
–
|
–
|
–
|
|
|
255
|
Waller Financial Planning Group
Columbus,
Ohio
|
$5.83M
|
+$118K
|
+2,090
|
+2%
|
|
|
256
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$5.83M
|
-$770K
|
-13,611
|
-12%
|
|
|
257
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$5.82M
|
+$1.67M
|
+29,555
|
+43%
|
|
|
258
|
Hobbs Wealth Management
Zionsville,
Indiana
|
$5.7M
|
-$1.05M
|
-18,514
|
-16%
|
|
|
259
|
True Vision MN
Woodbury,
Minnesota
|
$5.7M
|
-$1.24M
|
-21,889
|
-18%
|
|
|
260
|
Stage Harbor Financial
Westwood,
Massachusetts
|
$5.68M
|
+$444K
|
+7,842
|
+9%
|
|
|
261
|
Efficient Advisors
Mason,
Ohio
|
$5.66M
|
-$1.76M
|
-31,110
|
-24%
|
|
|
262
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$5.65M
|
-$1.08M
|
-19,005
|
-17%
|
|
|
263
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$5.55M
|
-$169K
|
-2,996
|
-3%
|
|
|
264
|
Avantax Planning Partners
Dubuque,
Iowa
|
$5.5M
|
+$347K
|
+6,132
|
+7%
|
|
|
265
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$5.48M
|
-$392K
|
-6,937
|
-7%
|
|
|
266
|
Liberty Wealth Management
Oakland,
California
|
$5.34M
|
-$1.16M
|
-20,533
|
-18%
|
|
|
267
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$5.29M
|
-$677K
|
-11,964
|
-12%
|
|
|
268
|
Drive Wealth Management
Lehi,
Utah
|
$5.25M
|
+$5.04M
|
+89,076
|
New
|
|
|
269
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$5.24M
|
+$5.03M
|
+88,862
|
New
|
|
|
270
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$5.24M
|
-$340K
|
-6,004
|
-6%
|
|
|
271
|
McNaughton Wealth Management
San Diego,
California
|
$5.23M
|
+$5.02M
|
+88,796
|
New
|
|
|
272
|
Gotham Asset Management
New York
|
$5.23M
|
+$203K
|
+3,581
|
+4%
|
|
|
273
|
Clifford Group
Wayland,
Massachusetts
|
$5.12M
|
+$580K
|
+10,248
|
+13%
|
|
|
274
|
Kickstand Ventures
Pittsford,
New York
|
$5.1M
|
+$426K
|
+7,536
|
+10%
|
|
|
275
|
Robinswood Financial
Kirkland,
Washington
|
$5.06M
|
-$135K
|
-2,381
|
-3%
|
|
