|
301
|
Lowery Thomas LLC
Pebble Beach,
California
|
$1.83M
|
+$105K
|
+452
|
+6%
|
|
|
302
|
Next Capital Management
New York
|
$1.83M
|
–
|
–
|
–
|
|
|
303
|
FAS Wealth Partners
Leawood,
Kansas
|
$1.82M
|
-$8.15K
|
-35
|
-0.5%
|
|
|
304
|
ETFidea
Syracuse,
New York
|
$1.82M
|
+$25.4K
|
+109
|
+1%
|
|
|
305
|
NBT Bank
Norwich,
New York
|
$1.81M
|
+$169K
|
+725
|
+11%
|
|
|
306
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$1.8M
|
-$10.9K
|
-47
|
-0.6%
|
|
|
307
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$1.79M
|
+$83.8K
|
+360
|
+5%
|
|
|
308
|
Falcon Wealth Planning
Ontario,
California
|
$1.78M
|
-$5.59K
|
-24
|
-0.3%
|
|
|
309
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$1.78M
|
–
|
–
|
–
|
|
|
310
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$1.76M
|
+$33.5K
|
+144
|
+2%
|
|
|
311
|
Community Financial Services Group
Newport,
Vermont
|
$1.75M
|
-$39.6K
|
-170
|
-2%
|
|
|
312
|
Redwood Investment Management
Scottsdale,
Arizona
|
$1.74M
|
-$12.7M
|
-54,662
|
-88%
|
|
|
313
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.74M
|
+$21.2K
|
+91
|
+1%
|
|
|
314
|
Argent Trust Co
Nashville,
Tennessee
|
$1.73M
|
-$4.19K
|
-18
|
-0.3%
|
|
|
315
|
Frisch Financial Group
Melville,
New York
|
$1.73M
|
-$27.7K
|
-119
|
-2%
|
|
|
316
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$1.72M
|
–
|
–
|
–
|
|
|
317
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$1.72M
|
-$73.6K
|
-316
|
-4%
|
|
|
318
|
AE Wealth Management
Topeka,
Kansas
|
$1.71M
|
-$181K
|
-778
|
-10%
|
|
|
319
|
Strategic Financial Concepts
San Antonio,
Texas
|
$1.71M
|
-$370M
|
-1,589,959
|
-100%
|
|
|
320
|
Choreo LLC
Rockford,
Illinois
|
$1.7M
|
+$236K
|
+1,013
|
+17%
|
|
|
321
|
Holistic Planning
Nacogdoches,
Texas
|
$1.7M
|
+$940K
|
+4,035
|
+138%
|
|
|
322
|
Sagace Wealth Management
St. Petersburg,
Florida
|
$1.69M
|
+$329K
|
+1,411
|
+27%
|
|
|
323
|
Joel Isaacson & Co
New York
|
$1.68M
|
+$735K
|
+3,155
|
+85%
|
|
|
324
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.67M
|
+$272K
|
+1,167
|
+21%
|
|
|
325
|
Aveo Capital Partners
Englewood,
Colorado
|
$1.66M
|
+$336K
|
+1,443
|
+27%
|
|
