|
1001
|
Wernau Asset Management
Gloucester,
Massachusetts
|
$325K
|
–
|
–
|
–
|
|
|
1002
|
Silver Oak Advisory Group
Portland,
Oregon
|
$325K
|
–
|
–
|
–
|
|
|
1003
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$325K
|
–
|
–
|
–
|
|
|
1004
|
Madison Wealth Partners
Madison,
Wisconsin
|
$324K
|
+$4.2K
|
+13
|
+1%
|
|
|
1005
|
Investmark Advisory Group
Shelton,
Connecticut
|
$323K
|
+$647
|
+2
|
+0.2%
|
|
|
1006
|
EWG Elevate
Roseville,
California
|
$322K
|
–
|
–
|
–
|
|
|
1007
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
$322K
|
-$58.2K
|
-180
|
-15%
|
|
|
1008
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$322K
|
–
|
–
|
–
|
|
|
1009
|
Keystone Wealth Services
Palm Desert,
California
|
$321K
|
+$647
|
+2
|
+0.2%
|
|
|
1010
|
Lee-Kelleher Wealth Management
Fulton,
Maryland
|
$320K
|
–
|
–
|
–
|
|
|
1011
|
Frederick Financial Consultants
Frederick,
Maryland
|
$319K
|
–
|
–
|
–
|
|
|
1012
|
Foster & Motley
Cincinnati,
Ohio
|
$319K
|
-$8.08K
|
-25
|
-2%
|
|
|
1013
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$317K
|
-$4.53K
|
-14
|
-1%
|
|
|
1014
|
Saxon Interests
Houston,
Texas
|
$317K
|
–
|
–
|
–
|
|
|
1015
|
Unified Investment Management
Atlanta,
Georgia
|
$317K
|
+$334K
|
+1,033
|
New
|
|
|
1016
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$313K
|
-$357K
|
-1,105
|
-52%
|
|
|
1017
|
KCM Investment Advisors
Greenbrae,
California
|
$310K
|
-$2.91K
|
-9
|
-0.9%
|
|
|
1018
|
RMR Wealth Builders
Montclair,
New Jersey
|
$309K
|
-$207K
|
-639
|
-39%
|
|
|
1019
|
Parr McKnight Wealth Management Group
Minneapolis,
Minnesota
|
$307K
|
-$128K
|
-396
|
-28%
|
|
|
1020
|
Holistic Planning
Nacogdoches,
Texas
|
$307K
|
-$15.8K
|
-49
|
-5%
|
|
|
1021
|
Advocate Group
Minnetonka,
Minnesota
|
$307K
|
–
|
–
|
–
|
|
|
1022
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$306K
|
+$23.9K
|
+74
|
+8%
|
|
|
1023
|
Bridgewater Advisors
New York
|
$306K
|
+$325K
|
+1,005
|
New
|
|
|
1024
|
Umpqua Bank
Lake Oswego,
Oregon
|
$306K
|
+$322K
|
+997
|
New
|
|
|
1025
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$305K
|
–
|
–
|
–
|
|
