|
801
|
Pinion Investment Advisors
Wichita,
Kansas
|
$519K
|
–
|
–
|
–
|
|
|
802
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$517K
|
-$37.8K
|
-1,604
|
-7%
|
|
|
803
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$516K
|
+$483K
|
+20,476
|
New
|
|
|
804
|
Westmount Partners
Los Angeles,
California
|
$511K
|
+$189
|
+8
|
+0%
|
|
|
805
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$511K
|
–
|
–
|
–
|
|
|
806
|
Lantern Wealth Advisors
Melville,
New York
|
$506K
|
+$10.2K
|
+432
|
+2%
|
|
|
807
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$505K
|
+$44.7K
|
+1,896
|
+10%
|
|
|
808
|
NWK Group
San Francisco,
California
|
$504K
|
–
|
–
|
–
|
|
|
809
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
$501K
|
–
|
–
|
–
|
|
|
810
|
Accel Wealth Management
Waverly,
Iowa
|
$498K
|
+$192K
|
+8,144
|
+70%
|
|
|
811
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$497K
|
–
|
–
|
–
|
|
|
812
|
New Insight Wealth Advisors
San Ramon,
California
|
$496K
|
+$118K
|
+4,992
|
+34%
|
|
|
813
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$492K
|
+$3.87K
|
+164
|
+0.8%
|
|
|
814
|
International Assets Investment Management
Orlando,
Florida
|
$491K
|
-$76.9K
|
-3,260
|
-14%
|
|
|
815
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$487K
|
+$37.7K
|
+1,600
|
+9%
|
|
|
816
|
SMART Wealth
Omaha,
Nebraska
|
$484K
|
+$1.98K
|
+84
|
+0.4%
|
|
|
817
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$484K
|
–
|
–
|
–
|
|
|
818
|
Roundview Capital
Princeton,
New Jersey
|
$483K
|
–
|
–
|
–
|
|
|
819
|
Avity Investment Management
Greenwich,
Connecticut
|
$482K
|
-$79.4K
|
-3,368
|
-15%
|
|
|
820
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$480K
|
–
|
–
|
–
|
|
|
821
|
Gunn & Company Investment Management
Jacksonville,
Florida
|
$480K
|
–
|
–
|
–
|
|
|
822
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$478K
|
-$52.7K
|
-2,236
|
-11%
|
|
|
823
|
Financial Consulate
Hunt Valley,
Maryland
|
$477K
|
-$34K
|
-1,440
|
-7%
|
|
|
824
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$476K
|
-$11.3K
|
-480
|
-2%
|
|
|
825
|
Belpointe Asset Management
Reno,
Nevada
|
$474K
|
+$3.59K
|
+152
|
+0.8%
|
|
