|
1001
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$240K
|
–
|
–
|
–
|
|
|
1002
|
O'Donnell Financial Services
San Rafael,
California
|
$240K
|
–
|
–
|
–
|
|
|
1003
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$239K
|
–
|
–
|
–
|
|
|
1004
|
Norway Savings Bank
Portland,
Maine
|
$236K
|
-$42.6K
|
-174
|
-16%
|
|
|
1005
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$236K
|
–
|
–
|
–
|
|
|
1006
|
Embree Financial Group
Chicago,
Illinois
|
$236K
|
+$220K
|
+900
|
New
|
|
|
1007
|
Detalus Advisors
St. Louis,
Missouri
|
$235K
|
+$219K
|
+895
|
New
|
|
|
1008
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$233K
|
–
|
–
|
–
|
|
|
1009
|
KEB Asset Management
Springfield,
Illinois
|
$233K
|
–
|
–
|
–
|
|
|
1010
|
CIC Wealth
Rockville,
Maryland
|
$232K
|
-$6.12K
|
-25
|
-3%
|
|
|
1011
|
New Century Financial Group
Princeton,
New Jersey
|
$232K
|
+$216K
|
+884
|
New
|
|
|
1012
|
|
$231K
|
–
|
–
|
–
|
|
|
1013
|
Covenant Partners
Nashville,
Tennessee
|
$230K
|
–
|
–
|
–
|
|
|
1014
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$229K
|
-$1.22K
|
-5
|
-0.6%
|
|
|
1015
|
Quest Investment Management
Lake Oswego,
Oregon
|
$229K
|
–
|
–
|
–
|
|
|
1016
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$228K
|
–
|
–
|
–
|
|
|
1017
|
Sage Rhino Capital
Menlo Park,
California
|
$228K
|
–
|
–
|
–
|
|
|
1018
|
Atomi Financial Group
New York
|
$228K
|
+$213K
|
+868
|
New
|
|
|
1019
|
Catalina Capital Group
Torrance,
California
|
$227K
|
+$212K
|
+866
|
New
|
|
|
1020
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$226K
|
+$211K
|
+863
|
New
|
|
|
1021
|
Veracity Capital
Atlanta,
Georgia
|
$226K
|
+$211K
|
+862
|
New
|
|
|
1022
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$226K
|
-$34.5K
|
-141
|
-14%
|
|
|
1023
|
Howland Capital Management
Boston,
Massachusetts
|
$225K
|
+$210K
|
+859
|
New
|
|
|
1024
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
$224K
|
–
|
–
|
–
|
|
|
1025
|
Principle Wealth Partners
Madison,
Connecticut
|
$224K
|
-$15.9K
|
-65
|
-7%
|
|
