|
1001
|
Investments & Financial Planning LLC
Lexington,
Kentucky
|
$246K
|
+$101
|
+4
|
+0%
|
|
|
1002
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$246K
|
+$201
|
+8
|
+0.1%
|
|
|
1003
|
Fermata Advisors
Sonoma,
California
|
$245K
|
+$237K
|
+9,416
|
New
|
|
|
1004
|
TCFG Wealth Management
Laguna Niguel,
California
|
$245K
|
+$237K
|
+9,404
|
New
|
|
|
1005
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$244K
|
–
|
–
|
–
|
|
|
1006
|
Ted Buchan & Co
San Diego,
California
|
$244K
|
+$236K
|
+9,376
|
New
|
|
|
1007
|
|
$242K
|
-$105K
|
-4,184
|
-31%
|
|
|
1008
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$240K
|
+$232K
|
+9,212
|
New
|
|
|
1009
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$239K
|
+$231K
|
+9,192
|
New
|
|
|
1010
|
New Wave Wealth Advisors
Springdale,
Arkansas
|
$239K
|
+$231K
|
+9,192
|
New
|
|
|
1011
|
Rice Partnership
Honolulu,
Hawaii
|
$238K
|
–
|
–
|
–
|
|
|
1012
|
Bishop & Co Investment Management
Erie,
Pennsylvania
|
$238K
|
–
|
–
|
–
|
|
|
1013
|
Red Door Wealth Management
Memphis,
Tennessee
|
$237K
|
–
|
–
|
–
|
|
|
1014
|
Brightwater Advisory
Tampa,
Florida
|
$237K
|
-$27.2K
|
-1,080
|
-11%
|
|
|
1015
|
Worth Asset Management
Dallas,
Texas
|
$236K
|
+$228K
|
+9,052
|
New
|
|
|
1016
|
Neuberger Berman Group
New York
|
$235K
|
+$227K
|
+9,020
|
New
|
|
|
1017
|
Vanguard Group
Malvern,
Pennsylvania
|
$235K
|
+$227K
|
+9,016
|
New
|
|
|
1018
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$234K
|
+$4.13K
|
+164
|
+2%
|
|
|
1019
|
Hartline Investment Corp
Winnetka,
Illinois
|
$234K
|
+$3.02K
|
+120
|
+1%
|
|
|
1020
|
Saxon Interests
Houston,
Texas
|
$234K
|
-$163K
|
-6,492
|
-42%
|
|
|
1021
|
PGIM Custom Harvest
Newark,
New Jersey
|
$233K
|
+$24K
|
+952
|
+12%
|
|
|
1022
|
|
$231K
|
+$224K
|
+8,888
|
New
|
|
|
1023
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$230K
|
–
|
–
|
–
|
|
|
1024
|
Bison Wealth
Atlanta,
Georgia
|
$230K
|
+$222K
|
+8,832
|
New
|
|
|
1025
|
Wedbush Securities
Los Angeles,
California
|
$228K
|
-$26.2K
|
-1,040
|
-11%
|
|
