|
301
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$6.55M
|
+$3.11M
|
+52,009
|
+93%
|
|
|
302
|
J.W. Cole Advisors
Tampa,
Florida
|
$6.55M
|
+$191K
|
+3,193
|
+3%
|
|
|
303
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$6.5M
|
+$255K
|
+4,262
|
+4%
|
|
|
304
|
AA Financial Advisors
Columbus,
Ohio
|
$6.49M
|
-$117K
|
-1,962
|
-2%
|
|
|
305
|
Harbour Investments
Madison,
Wisconsin
|
$6.47M
|
+$372K
|
+6,208
|
+6%
|
|
|
306
|
Vise Technologies
New York
|
$6.45M
|
+$2.65M
|
+44,241
|
+72%
|
|
|
307
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$6.34M
|
-$1.58M
|
-26,420
|
-20%
|
|
|
308
|
SharpePoint
Phoenix,
Arizona
|
$6.2M
|
+$183K
|
+3,062
|
+3%
|
|
|
309
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$6.19M
|
+$485K
|
+8,109
|
+9%
|
|
|
310
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$6.13M
|
-$62.4K
|
-1,043
|
-1%
|
|
|
311
|
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
|
$6.13M
|
+$99.4K
|
+1,661
|
+2%
|
|
|
312
|
United Advisor Group
Cincinnati,
Ohio
|
$6.05M
|
+$443K
|
+7,396
|
+8%
|
|
|
313
|
Inman Jager Wealth Management
Hattiesburg,
Mississippi
|
$6.03M
|
+$184K
|
+3,081
|
+3%
|
|
|
314
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$5.98M
|
+$3.57M
|
+59,633
|
+155%
|
|
|
315
|
Nomura Asset Management
Tokyo,
Japan
|
$5.97M
|
+$30.5K
|
+510
|
+0.5%
|
|
|
316
|
Broussard Financial Group
Kaplan,
Louisiana
|
$5.96M
|
-$253K
|
-4,230
|
-4%
|
|
|
317
|
Modern Wealth Management
Lenexa,
Kansas
|
$5.92M
|
-$20.5M
|
-341,774
|
-78%
|
|
|
318
|
Belpointe Asset Management
Reno,
Nevada
|
$5.86M
|
+$530K
|
+8,863
|
+10%
|
|
|
319
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$5.86M
|
+$530K
|
+8,863
|
+10%
|
|
|
320
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$5.86M
|
+$23K
|
+385
|
+0.4%
|
|
|
321
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$5.85M
|
-$1.94M
|
-32,401
|
-25%
|
|
|
322
|
Salomon & Ludwin
Richmond,
Virginia
|
$5.72M
|
-$107K
|
-1,784
|
-2%
|
|
|
323
|
Private Advisory Group
Redmond,
Washington
|
$5.71M
|
+$1.18M
|
+19,640
|
+26%
|
|
|
324
|
Horizon Family Wealth
Chicago,
Illinois
|
$5.7M
|
+$62.7K
|
+1,047
|
+1%
|
|
|
325
|
Koshinski Asset Management
Decatur,
Illinois
|
$5.66M
|
-$118K
|
-1,974
|
-2%
|
|
