|
1001
|
Keel Point
Huntsville,
Alabama
|
$237K
|
+$6.87K
|
+105
|
+3%
|
|
|
1002
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$236K
|
-$631K
|
-9,652
|
-72%
|
|
|
1003
|
Oslo Pensjonsforsikring
Oslo,
|
$235K
|
–
|
–
|
–
|
|
|
1004
|
Curat Global
Springfield,
New Hampshire
|
$235K
|
–
|
–
|
–
|
|
|
1005
|
TCFG Wealth Management
Laguna Niguel,
California
|
$234K
|
+$37.2K
|
+569
|
+18%
|
|
|
1006
|
Montecito Bank & Trust
Santa Barbara,
California
|
$234K
|
–
|
–
|
–
|
|
|
1007
|
UMB Bank
Kansas City,
Missouri
|
$233K
|
-$90.4K
|
-1,382
|
-27%
|
|
|
1008
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$233K
|
-$18K
|
-275
|
-7%
|
|
|
1009
|
Matthew Hamilton Rosenberg
|
$233K
|
+$5.04K
|
+77
|
+2%
|
|
|
1010
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$232K
|
-$7.65K
|
-117
|
-3%
|
|
|
1011
|
Estate Planners Group
Yardley,
Pennsylvania
|
$232K
|
+$243K
|
+3,711
|
New
|
|
|
1012
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$232K
|
+$31.7K
|
+485
|
+15%
|
|
|
1013
|
Schwartz Investment Counsel
Plymouth,
Michigan
|
$231K
|
–
|
–
|
–
|
|
|
1014
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$231K
|
-$4.25K
|
-65
|
-2%
|
|
|
1015
|
HORAN Wealth
Cincinnati,
Ohio
|
$230K
|
+$2.81K
|
+43
|
+1%
|
|
|
1016
|
Parthenon LLC
Louisville,
Kentucky
|
$229K
|
–
|
–
|
–
|
|
|
1017
|
Modera Wealth Management
Westwood,
New Jersey
|
$228K
|
+$239K
|
+3,654
|
New
|
|
|
1018
|
Tyche Wealth Partners
Plano,
Texas
|
$228K
|
+$65
|
+1
|
+0%
|
|
|
1019
|
Zhang Financial
Portage,
Michigan
|
$228K
|
+$2.42K
|
+37
|
+1%
|
|
|
1020
|
Panagora Asset Management
Boston,
Massachusetts
|
$226K
|
-$7.59K
|
-116
|
-3%
|
|
|
1021
|
Freedom Day Solutions
Houston,
Texas
|
$225K
|
–
|
–
|
–
|
|
|
1022
|
Rik Saylor Financial
Fairfield,
Ohio
|
$225K
|
-$7.85K
|
-120
|
-3%
|
|
|
1023
|
McMillan Office
St. Clair Shores,
Michigan
|
$225K
|
+$235K
|
+3,600
|
New
|
|
|
1024
|
|
$224K
|
-$13.1K
|
-200
|
-5%
|
|
|
1025
|
Virtue Capital Management
Brentwood,
Tennessee
|
$224K
|
+$154K
|
+2,351
|
+195%
|
|
