|
326
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$1.65M
|
+$60.2K
|
+585
|
+4%
|
|
|
327
|
Intentional Wealth Strategies
Colorado Springs,
Colorado
|
$1.65M
|
+$1.64M
|
+15,947
|
New
|
|
|
328
|
TAGStone Capital
Charlotte,
North Carolina
|
$1.65M
|
-$111K
|
-1,076
|
-6%
|
|
|
329
|
Successful Portfolios
Clearwater,
Florida
|
$1.63M
|
-$13.4K
|
-130
|
-0.8%
|
|
|
330
|
Fedenia Advisers
Madison,
Wisconsin
|
$1.62M
|
+$1.1M
|
+10,694
|
+214%
|
|
|
331
|
Prosperity Planning
Kansas City,
Missouri
|
$1.62M
|
–
|
–
|
–
|
|
|
332
|
Montag & Associates
Atlanta,
Georgia
|
$1.61M
|
+$115K
|
+1,115
|
+8%
|
|
|
333
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.61M
|
+$42.2K
|
+410
|
+3%
|
|
|
334
|
Tidal Investments
Milwaukee,
Wisconsin
|
$1.52M
|
+$1.51M
|
+14,705
|
New
|
|
|
335
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.5M
|
-$434K
|
-4,217
|
-22%
|
|
|
336
|
Prairie Wealth Advisors
Omaha,
Nebraska
|
$1.5M
|
–
|
–
|
–
|
|
|
337
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.5M
|
-$18.9K
|
-184
|
-1%
|
|
|
338
|
Tyche Wealth Partners
Plano,
Texas
|
$1.49M
|
+$45.2K
|
+439
|
+3%
|
|
|
339
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$1.48M
|
+$407K
|
+3,956
|
+38%
|
|
|
340
|
Ridgewood Investments
Springfield,
New Jersey
|
$1.47M
|
+$1.46M
|
+14,190
|
New
|
|
|
341
|
Edgestream Partners
Princeton,
New Jersey
|
$1.45M
|
+$1.44M
|
+13,974
|
New
|
|
|
342
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$1.44M
|
+$1.27M
|
+12,298
|
+763%
|
|
|
343
|
VERITY Wealth Advisors
Sausalito,
United States
|
$1.43M
|
–
|
–
|
–
|
|
|
344
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$1.42M
|
+$1.41M
|
+13,695
|
New
|
|
|
345
|
Transmarket Holdings
Chicago,
Illinois
|
$1.39M
|
+$1.39M
|
+13,485
|
New
|
|
|
346
|
Rathbones Group
Liverpool,
United Kingdom
|
$1.39M
|
-$154K
|
-1,492
|
-10%
|
|
|
347
|
Hanseatic Management Services
Albuquerque,
New Mexico
|
$1.39M
|
+$1.38M
|
+13,442
|
New
|
|
|
348
|
Cardiff Park Advisors
Carlsbad,
California
|
$1.37M
|
–
|
–
|
–
|
|
|
349
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$1.35M
|
+$820K
|
+7,964
|
+156%
|
|
|
350
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$1.34M
|
+$692K
|
+6,725
|
+109%
|
|
