|
551
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$938K
|
+$154K
|
+1,425
|
+20%
|
|
|
552
|
Wealthspire Advisors (New York)
New York
|
$924K
|
-$58.4K
|
-542
|
-6%
|
|
|
553
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$924K
|
+$12.9K
|
+120
|
+1%
|
|
|
554
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$922K
|
-$127K
|
-1,175
|
-12%
|
|
|
555
|
PFG Advisors
Phoenix,
Arizona
|
$921K
|
-$4.85K
|
-45
|
-0.5%
|
|
|
556
|
Koshinski Asset Management
Decatur,
Illinois
|
$921K
|
+$13.8K
|
+128
|
+2%
|
|
|
557
|
FreeGulliver LLC
New Orleans,
Louisiana
|
$920K
|
–
|
–
|
–
|
|
|
558
|
GeoWealth Management
Chicago,
Illinois
|
$918K
|
-$119K
|
-1,109
|
-12%
|
|
|
559
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$913K
|
-$15.3K
|
-142
|
-2%
|
|
|
560
|
Focus Financial Network
Minneapolis,
Minnesota
|
$912K
|
-$55.7K
|
-517
|
-6%
|
|
|
561
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$905K
|
-$130K
|
-1,208
|
-13%
|
|
|
562
|
Strategic Blueprint
Atlanta,
Georgia
|
$895K
|
+$18.3K
|
+170
|
+2%
|
|
|
563
|
Moors & Cabot
Boston,
Massachusetts
|
$893K
|
+$21.8K
|
+202
|
+3%
|
|
|
564
|
Tempus Wealth Planning
Irvine,
California
|
$892K
|
+$12.4K
|
+115
|
+1%
|
|
|
565
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$872K
|
+$55.5K
|
+515
|
+7%
|
|
|
566
|
Capitol Family Office
Beaverton,
Oregon
|
$869K
|
+$862K
|
+7,997
|
New
|
|
|
567
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$860K
|
-$128K
|
-1,184
|
-13%
|
|
|
568
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$851K
|
+$15K
|
+139
|
+2%
|
|
|
569
|
Tidal Investments
Milwaukee,
Wisconsin
|
$851K
|
-$472K
|
-4,377
|
-36%
|
|
|
570
|
Texas Bank & Trust
Longview,
Texas
|
$846K
|
–
|
–
|
–
|
|
|
571
|
Brown Brothers Harriman & Co
New York
|
$837K
|
–
|
–
|
–
|
|
|
572
|
McDonald Partners
Cleveland,
Ohio
|
$824K
|
+$8.4K
|
+78
|
+1%
|
|
|
573
|
Diversify Advisory Services
Sandy,
Utah
|
$823K
|
+$188K
|
+1,746
|
+30%
|
|
|
574
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$823K
|
+$58.4K
|
+542
|
+8%
|
|
|
575
|
RDA Financial Network
Akron,
Iowa
|
$822K
|
+$38.1K
|
+354
|
+5%
|
|
