|
1001
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$470K
|
–
|
–
|
–
|
|
|
1002
|
Lantz Financial
Naperville,
Illinois
|
$469K
|
–
|
–
|
–
|
|
|
1003
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$469K
|
–
|
–
|
–
|
|
|
1004
|
CVFG LLC
Shelbyville,
Indiana
|
$468K
|
–
|
–
|
–
|
|
|
1005
|
Gotham Asset Management
New York
|
$467K
|
+$423K
|
+16,000
|
New
|
|
|
1006
|
Retireful LLC
Haslett,
Michigan
|
$467K
|
+$423K
|
+15,982
|
New
|
|
|
1007
|
Glassman Wealth Services
Vienna,
Virginia
|
$467K
|
–
|
–
|
–
|
|
|
1008
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$467K
|
+$14.7K
|
+557
|
+4%
|
|
|
1009
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$461K
|
–
|
–
|
–
|
|
|
1010
|
Fearless Solutions (Best Invest)
San Antonio,
Texas
|
$453K
|
+$423
|
+16
|
+0.1%
|
|
|
1011
|
Barlow Wealth Partners
Louisville,
Kentucky
|
$453K
|
–
|
–
|
–
|
|
|
1012
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$450K
|
+$407K
|
+15,407
|
New
|
|
|
1013
|
Waterfront Wealth
Overland Park,
Kansas
|
$446K
|
+$21.8K
|
+824
|
+6%
|
|
|
1014
|
Red Mountain Financial
Fort Collins,
Colorado
|
$445K
|
+$403K
|
+15,224
|
New
|
|
|
1015
|
Arkos Global Advisors
Houston,
Texas
|
$444K
|
–
|
–
|
–
|
|
|
1016
|
PUREfi Wealth
Boston,
Massachusetts
|
$444K
|
+$402K
|
+15,200
|
New
|
|
|
1017
|
Praetorian Wealth Management
Carmel,
California
|
$443K
|
+$120K
|
+4,536
|
+43%
|
|
|
1018
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$443K
|
+$13.4K
|
+505
|
+3%
|
|
|
1019
|
Vise Technologies
New York
|
$443K
|
+$401K
|
+15,156
|
New
|
|
|
1020
|
Ipsen Advisor Group
Little Rock,
Arkansas
|
$443K
|
+$397
|
+15
|
+0.1%
|
|
|
1021
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$442K
|
-$1.22M
|
-46,012
|
-75%
|
|
|
1022
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$442K
|
-$12.9K
|
-487
|
-3%
|
|
|
1023
|
Trexquant Investment
Stamford,
Connecticut
|
$441K
|
+$399K
|
+15,105
|
New
|
|
|
1024
|
Founders Grove Wealth Partners
Richmond,
Virginia
|
$441K
|
+$399K
|
+15,095
|
New
|
|
|
1025
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$440K
|
+$370
|
+14
|
+0.1%
|
|
