|
1001
|
Monterey Private Wealth
Monterey,
California
|
$346K
|
–
|
–
|
–
|
|
|
1002
|
|
$345K
|
-$3.41K
|
-6
|
-0.9%
|
|
|
1003
|
Boston Trust Walden
Boston,
Massachusetts
|
$344K
|
–
|
–
|
–
|
|
|
1004
|
XY Planning Network
Bozeman,
Montana
|
$344K
|
+$7.38K
|
+13
|
+2%
|
|
|
1005
|
Finivi Inc
Westborough,
Massachusetts
|
$343K
|
+$80K
|
+141
|
+28%
|
|
|
1006
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$340K
|
-$21.6K
|
-38
|
-6%
|
|
|
1007
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$339K
|
–
|
–
|
–
|
|
|
1008
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$338K
|
+$61.9K
|
+109
|
+21%
|
|
|
1009
|
CM Wealth Advisors
Beachwood,
Ohio
|
$336K
|
–
|
–
|
–
|
|
|
1010
|
Well Done LLC
Holland,
Michigan
|
$336K
|
–
|
–
|
–
|
|
|
1011
|
Congress Asset Management
Boston,
Massachusetts
|
$336K
|
-$506K
|
-892
|
-59%
|
|
|
1012
|
Toth Financial Advisory
Leesburg,
Virginia
|
$334K
|
+$36.9K
|
+65
|
+12%
|
|
|
1013
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$332K
|
–
|
–
|
–
|
|
|
1014
|
|
$332K
|
+$68.1K
|
+120
|
+24%
|
|
|
1015
|
Armstrong Fleming & Moore
Washington,
District of Columbia
|
$331K
|
+$352K
|
+620
|
New
|
|
|
1016
|
Optivise Advisory Services
Franklin,
Tennessee
|
$330K
|
-$228K
|
-401
|
-39%
|
|
|
1017
|
Optima Capital
Beaverton,
Oregon
|
$330K
|
–
|
–
|
–
|
|
|
1018
|
Scarborough Advisors
Annapolis,
Maryland
|
$328K
|
-$69.3K
|
-122
|
-17%
|
|
|
1019
|
Sapient Capital
Indianapolis,
Indiana
|
$327K
|
-$27.8K
|
-49
|
-7%
|
|
|
1020
|
Pandora Wealth
Oakbrook Terrace,
Illinois
|
$327K
|
+$348K
|
+613
|
New
|
|
|
1021
|
Shaker Investments
Cleveland,
Ohio
|
$325K
|
+$1.14K
|
+2
|
+0.3%
|
|
|
1022
|
Belpointe Asset Management
Reno,
Nevada
|
$324K
|
-$473K
|
-833
|
-58%
|
|
|
1023
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$322K
|
+$73.8K
|
+130
|
+27%
|
|
|
1024
|
Rappaport Reiches Capital Management
Skokie`,
Illinois
|
$322K
|
–
|
–
|
–
|
|
|
1025
|
Roehl & Yi Investment Advisors
Eugene,
Oregon
|
$322K
|
–
|
–
|
–
|
|
