|
1001
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$327K
|
+$7.17K
|
+116
|
+2%
|
|
|
1002
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$325K
|
+$323K
|
+5,230
|
New
|
|
|
1003
|
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
|
$325K
|
+$113K
|
+1,830
|
+54%
|
|
|
1004
|
Monument Group Wealth Advisors
Concord,
Massachusetts
|
$324K
|
+$1.36K
|
+22
|
+0.4%
|
|
|
1005
|
SPC Financial Inc
Rockville,
Maryland
|
$324K
|
-$21.9K
|
-354
|
-6%
|
|
|
1006
|
Sepio Capital
Salt Lake City,
Utah
|
$323K
|
+$556
|
+9
|
+0.2%
|
|
|
1007
|
Northwest Wealth Management
Spencer,
Iowa
|
$323K
|
–
|
–
|
–
|
|
|
1008
|
|
$322K
|
–
|
–
|
–
|
|
|
1009
|
Prepared Retirement Institute
Lansdale,
Pennsylvania
|
$321K
|
-$214K
|
-3,457
|
-40%
|
|
|
1010
|
VERITY Wealth Advisors
Sausalito,
United States
|
$321K
|
+$319K
|
+5,172
|
New
|
|
|
1011
|
Citrine Capital
San Francisco,
California
|
$321K
|
–
|
–
|
–
|
|
|
1012
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$321K
|
+$988
|
+16
|
+0.3%
|
|
|
1013
|
Libra Wealth
Los Gatos,
California
|
$318K
|
–
|
–
|
–
|
|
|
1014
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$318K
|
–
|
–
|
–
|
|
|
1015
|
BIP Wealth
Atlanta,
Georgia
|
$317K
|
+$69.1K
|
+1,119
|
+28%
|
|
|
1016
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$317K
|
+$49.4K
|
+800
|
+19%
|
|
|
1017
|
Arax Advisory Partners
Denver,
Colorado
|
$316K
|
+$71.2K
|
+1,153
|
+29%
|
|
|
1018
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$315K
|
+$62
|
+1
|
+0%
|
|
|
1019
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$314K
|
-$2.78K
|
-45
|
-0.9%
|
|
|
1020
|
Diversify Wealth Management
Sandy,
Utah
|
$314K
|
+$7.1K
|
+115
|
+2%
|
|
|
1021
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$313K
|
+$315K
|
+5,101
|
New
|
|
|
1022
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$313K
|
+$311K
|
+5,039
|
New
|
|
|
1023
|
Capital World Investors
Los Angeles,
California
|
$312K
|
-$1.47M
|
-23,853
|
-83%
|
|
|
1024
|
WorthPointe
La Jolla,
California
|
$312K
|
+$2.78K
|
+45
|
+0.9%
|
|
|
1025
|
Pure Financial Advisors
San Diego,
California
|
$311K
|
-$12.3K
|
-199
|
-4%
|
|
