|
1001
|
Oxford Financial Group
Carmel,
Indiana
|
$543K
|
-$3.9K
|
-26
|
-0.6%
|
|
|
1002
|
Atomi Financial Group
New York
|
$541K
|
-$398K
|
-2,651
|
-38%
|
|
|
1003
|
Doliver Advisors
Houston,
Texas
|
$538K
|
-$113K
|
-756
|
-15%
|
|
|
1004
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$537K
|
+$11.3K
|
+75
|
+2%
|
|
|
1005
|
Diversify Wealth Management
Sandy,
Utah
|
$532K
|
+$27.6K
|
+184
|
+5%
|
|
|
1006
|
Diversify Advisory Services
Sandy,
Utah
|
$532K
|
+$344K
|
+2,295
|
+179%
|
|
|
1007
|
RMR Wealth Builders
Montclair,
New Jersey
|
$532K
|
+$1.95K
|
+13
|
+0.3%
|
|
|
1008
|
Applied Finance Capital Management
San Juan,
Puerto Rico
|
$526K
|
-$205K
|
-1,368
|
-24%
|
|
|
1009
|
Applied Capital LLC
Hollywood,
Florida
|
$521K
|
+$150K
|
+997
|
+31%
|
|
|
1010
|
Portfolio Design Labs
Encino,
California
|
$521K
|
-$30.2K
|
-201
|
-5%
|
|
|
1011
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$517K
|
-$38.3K
|
-255
|
-6%
|
|
|
1012
|
Sompo Asset Management
Tokyo,
Japan
|
$513K
|
+$15K
|
+100
|
+2%
|
|
|
1013
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$512K
|
-$169K
|
-1,129
|
-21%
|
|
|
1014
|
Blue Line Capital
Chicago,
Illinois
|
$510K
|
+$46.7K
|
+311
|
+8%
|
|
|
1015
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$508K
|
-$40.8K
|
-272
|
-6%
|
|
|
1016
|
|
$507K
|
+$63.6K
|
+424
|
+11%
|
|
|
1017
|
Hara Capital
Bellevue,
Washington
|
$500K
|
–
|
–
|
–
|
|
|
1018
|
Avidian Wealth Enterprises
Houston,
Texas
|
$498K
|
+$3K
|
+20
|
+0.5%
|
|
|
1019
|
Lountzis Asset Management
Wyomissing,
Pennsylvania
|
$494K
|
–
|
–
|
–
|
|
|
1020
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$494K
|
-$6.75K
|
-45
|
-1%
|
|
|
1021
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$494K
|
+$602K
|
+4,012
|
New
|
|
|
1022
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$493K
|
+$315K
|
+2,099
|
+110%
|
|
|
1023
|
Van Strum & Towne
San Francisco,
California
|
$492K
|
–
|
–
|
–
|
|
|
1024
|
Revisor Wealth Management
Akron,
Ohio
|
$492K
|
+$600K
|
+4,000
|
New
|
|
|
1025
|
Wealth Alliance
Mellville,
New York
|
$488K
|
-$265K
|
-1,764
|
-31%
|
|
