|
1001
|
Avantax Planning Partners
Dubuque,
Iowa
|
$290K
|
+$35.4K
|
+117
|
+14%
|
|
|
1002
|
Bigelow Investment Advisors
Portland,
Maine
|
$289K
|
-$7.57K
|
-25
|
-3%
|
|
|
1003
|
Wade Financial Advisory
Campbell,
California
|
$289K
|
–
|
–
|
–
|
|
|
1004
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$289K
|
-$303
|
-1
|
-0.1%
|
|
|
1005
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$288K
|
–
|
–
|
–
|
|
|
1006
|
O'Donnell Financial Services
San Rafael,
California
|
$287K
|
–
|
–
|
–
|
|
|
1007
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$287K
|
+$18.8K
|
+62
|
+7%
|
|
|
1008
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$287K
|
–
|
–
|
–
|
|
|
1009
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$286K
|
+$2.73K
|
+9
|
+1%
|
|
|
1010
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$284K
|
+$909
|
+3
|
+0.3%
|
|
|
1011
|
Embree Financial Group
Chicago,
Illinois
|
$283K
|
–
|
–
|
–
|
|
|
1012
|
Detalus Advisors
St. Louis,
Missouri
|
$280K
|
+$35.4K
|
+117
|
+15%
|
|
|
1013
|
KEB Asset Management
Springfield,
Illinois
|
$279K
|
–
|
–
|
–
|
|
|
1014
|
Alesco Advisors
Pittsford,
New York
|
$278K
|
–
|
–
|
–
|
|
|
1015
|
CIC Wealth
Rockville,
Maryland
|
$278K
|
–
|
–
|
–
|
|
|
1016
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$277K
|
-$937K
|
-3,093
|
-78%
|
|
|
1017
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$276K
|
+$266K
|
+879
|
New
|
|
|
1018
|
Quest Investment Management
Lake Oswego,
Oregon
|
$275K
|
–
|
–
|
–
|
|
|
1019
|
MidAtlantic Capital Management
Richmond,
Virginia
|
$273K
|
+$75.1K
|
+248
|
+40%
|
|
|
1020
|
Sage Rhino Capital
Menlo Park,
California
|
$273K
|
–
|
–
|
–
|
|
|
1021
|
Better Money Decisions
Santa Fe,
New Mexico
|
$272K
|
-$17.9K
|
-59
|
-6%
|
|
|
1022
|
Russell Investments Group
London,
United Kingdom
|
$270K
|
+$56.9K
|
+188
|
+28%
|
|
|
1023
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
$269K
|
+$259K
|
+855
|
New
|
|
|
1024
|
Principle Wealth Partners
Madison,
Connecticut
|
$268K
|
–
|
–
|
–
|
|
|
1025
|
Ritholtz Wealth Management
New York
|
$268K
|
-$12.4K
|
-41
|
-5%
|
|
