|
1001
|
PGIM Custom Harvest
Newark,
New Jersey
|
$637K
|
+$113K
|
+235
|
+21%
|
|
|
1002
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$635K
|
+$656K
|
+1,366
|
New
|
|
|
1003
|
|
$632K
|
+$29.8K
|
+62
|
+5%
|
|
|
1004
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$630K
|
+$50K
|
+104
|
+8%
|
|
|
1005
|
Nabity-Jensen Investment Management
Omaha,
Nebraska
|
$627K
|
–
|
–
|
–
|
|
|
1006
|
Adero Partners
Pleasanton,
California
|
$624K
|
+$13.9K
|
+29
|
+2%
|
|
|
1007
|
Advisornet Financial
Minnetonka,
Minnesota
|
$623K
|
+$34.6K
|
+72
|
+6%
|
|
|
1008
|
Insigneo Advisory Services
Miami,
Florida
|
$611K
|
+$31.2K
|
+65
|
+5%
|
|
|
1009
|
Koshinski Asset Management
Decatur,
Illinois
|
$610K
|
-$6.72K
|
-14
|
-1%
|
|
|
1010
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$607K
|
+$23.5K
|
+49
|
+4%
|
|
|
1011
|
Bridgeway Capital Management
Houston,
Texas
|
$605K
|
–
|
–
|
–
|
|
|
1012
|
Albion Financial Group
Salt Lake City,
Utah
|
$604K
|
-$10.6K
|
-22
|
-2%
|
|
|
1013
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$602K
|
-$3.36K
|
-7
|
-0.5%
|
|
|
1014
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$601K
|
+$19.2K
|
+40
|
+3%
|
|
|
1015
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$600K
|
+$620K
|
+1,291
|
New
|
|
|
1016
|
SK Wealth Management
Providence,
Rhode Island
|
$596K
|
+$700K
|
+1,457
|
New
|
|
|
1017
|
Cypress Capital Group
Palm Beach,
Florida
|
$594K
|
-$41.8K
|
-87
|
-6%
|
|
|
1018
|
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
$592K
|
+$199K
|
+414
|
+48%
|
|
|
1019
|
Westfield Capital Management
Boston,
Massachusetts
|
$592K
|
+$350K
|
+728
|
+134%
|
|
|
1020
|
Platform Technology Partners
New York
|
$588K
|
-$43.2K
|
-90
|
-7%
|
|
|
1021
|
Qsemble Capital Management
New York
|
$588K
|
+$246K
|
+513
|
+68%
|
|
|
1022
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$585K
|
+$21.6K
|
+45
|
+4%
|
|
|
1023
|
Nicholas Investment Partners
Rancho Santa Fe,
California
|
$583K
|
-$2.11M
|
-4,383
|
-78%
|
|
|
1024
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$581K
|
–
|
–
|
–
|
|
|
1025
|
Belpointe Asset Management
Reno,
Nevada
|
$580K
|
+$69.7K
|
+145
|
+13%
|
|
