| 149,136.00 |
&Wealth Partners |
&Wealth Partners |
|
1629 Thames St |
Ste 300 |
Baltimore |
MD |
|
https://www.andwealth.com |
508.22 |
|
0.00 |
0 |
|
|
https://www.facebook.com/pages/category/Financial-Service/Wealth-Partners-85388412958/ |
https://www.linkedin.com/company/&wealth/ |
|
https://www.youtube.com/channel/UCfHihpk2VcJ-6x1XnxXugww |
| 108,341.00 |
A. N. Culbertson & Company, Inc. |
A. N. Culbertson & Company, Inc. |
|
1 Boars Head Pointe |
Ste 101 |
Charlottesville |
VA |
|
https://anculbertson.com |
817.78 |
|
0.00 |
1 |
|
|
|
|
|
|
| 107,994.00 |
Abacus Planning Group, Inc. |
Abacus Planning Group, Inc. |
|
2500 Devine St |
|
Columbia |
SC |
|
http://www.abacusplanninggroup.com |
2,155.80 |
|
0.00 |
9 |
|
|
http://www.facebook.com/pages/Abacus-Planning-Group-Inc/132536133463277?sk=wall |
https://www.linkedin.com/company/abacus-planning-group/ |
|
|
| 108,525.00 |
Aberdeen Wealth Management LLC |
Aberdeen Wealth Management LLC |
|
515 Glen Ave |
|
Lake Bluff |
IL |
|
|
699.13 |
|
0.00 |
2 |
|
|
|
|
|
|
| 285,903.00 |
Abound Wealth Management, LLC |
Abound Wealth Management, LLC |
|
317 Main St |
Ste 201 |
Franklin |
TN |
|
http://www.aboundwealth.com |
1,391.08 |
|
0.00 |
7 |
|
|
https://www.facebook.com/themoneyguyshow |
|
|
https://www.youtube.com/MONEYGUYSHOW |
| 105,439.00 |
Accredited Investors Wealth Management |
Accredited Investors Wealth Management |
|
5200 W 73rd St |
|
Minneapolis |
MN |
|
http://www.accredited.com |
4,412.88 |
|
0.00 |
2 |
|
|
|
https://www.linkedin.com/company/accredited-investors-inc-/ |
https://x.com/accredited360 |
|
| 299,544.00 |
Accretive Wealth Partners, LLC |
Accretive Wealth Partners, LLC |
|
1 Gatehall Dr |
Ste 207 |
Parsippany |
NJ |
|
http://accretivewealthpartners.com |
504.54 |
|
0.00 |
2 |
|
|
https://www.facebook.com/AccretiveWealthPartners |
https://www.linkedin.com/company/accretive-wealth-partners/ |
|
https://www.youtube.com/c/AccretiveWealthPartners |
| 121,307.00 |
Acropolis Investment Management |
Acropolis Investment Management |
|
14567 N Outer 40 Rd |
Ste 200 |
Chesterfield |
MO |
|
http://acrinv.com |
2,612.31 |
|
0.00 |
10 |
|
|
|
https://www.linkedin.com/company/acropolis-investment-management-llc/ |
https://x.com/acropolisInvest |
|
| 111,614.00 |
AdviceOne Advisory Services, LLC |
AdviceOne Advisory Services, LLC |
|
100 Western Blvd |
|
Glastonbury |
CT |
|
http://www.adviceoneretirement.com |
2,045.73 |
|
0.00 |
6 |
|
|
|
https://www.linkedin.com/company/adviceone-llc/ |
|
https://www.youtube.com/@AdviceOneRetirement |
| 134,429.00 |
Aegis Wealth |
Aegis Wealth |
|
6903 Rockledge Dr |
Ste 530 |
Bethesda |
MD |
|
http://www.aegiswealth.com |
744.11 |
|
0.00 |
1 |
|
|
|
https://www.linkedin.com/company/aegis-wealth-management/about/ |
|
|
| 176,516.00 |
Align Impact, LLC |
Align Impact, LLC |
|
1001 Bannock St |
Fl 3 |
Denver |
CO |
|
https://alignimpact.com |
715.39 |
|
0.00 |
2 |
|
|
|
https://www.linkedin.com/company/align-impact |
https://x.com/alignimpact |
https://www.youtube.com/@alignimpact6397 |
| 288,462.00 |
Allium Financial Advisors, LLC |
Allium Financial Advisors, LLC |
|
310 N State St |
Ste 208 |
Lake Oswego |
OR |
|
http://www.alliumfinancial.com |
733.50 |
|
0.00 |
4 |
|
|
|
|
|
|
| 122,545.00 |
Alpha Financial Advisors, LLC |
Alpha Financial Advisors, LLC |
|
11325 N Community House Rd |
Ste 410 |
Charlotte |
NC |
|
http://www.alphafa.com |
619.32 |
|
0.00 |
5 |
|
|
https://www.facebook.com/alphafinancialadvisors/ |
https://www.linkedin.com/company/alphafinancial/ |
|
https://www.youtube.com/channel/UC9oUBdyKDieHhtokkQfKB6w |
| 174,346.00 |
AlphaCore Capital LLC |
AlphaCore Capital LLC |
|
1200 Prospect St |
Ste 200 |
La Jolla |
CA |
|
https://alphacore.com |
9,028.61 |
|
0.00 |
34 |
|
|
|
https://www.linkedin.com/company/alphacore-capital-llc/ |
https://x.com/AlphacoreWealth |
https://www.youtube.com/channel/UCiUd0Kshrrx6uTgfzusgUOA |
| 108,530.00 |
American Financial Advisors Inc |
American Financial Advisors Inc |
|
1031 W Morse Blvd |
Ste 110 |
Winter Park |
FL |
|
http://www.afadvisors.com |
1,279.42 |
|
0.00 |
2 |
|
|
https://www.facebook.com/American-Financial-Advisors-136863083122699/ |
https://www.linkedin.com/company/american-financial-advisors-inc-/?trk=tyah |
https://x.com/AFAdvisors |
|
| 124,205.00 |
Andersen |
Andersen |
|
1861 International Dr |
Ste 501 |
McLean |
VA |
|
http://www.andersentax.com |
6,348.79 |
|
0.00 |
3 |
|
|
https://www.facebook.com/AndersenTaxLLC |
https://www.linkedin.com/company/andersen-tax/ |
https://twitter.com/AndersenTax |
|
| 138,600.00 |
Anderson Growth Partners, LLC |
Anderson Growth Partners, LLC |
|
2 Metroplex Dr |
Ste 102 |
Birmingham |
AL |
|
https://www.agpadvisors.com |
1,009.02 |
|
0.00 |
1 |
|
|
|
|
|
|
| 159,952.00 |
Angeles Wealth Management, LLC |
Angeles Wealth Management, LLC |
|
429 Santa Monica Blvd |
Ste 650 |
Santa Monica |
CA |
|
http://www.angeleswealth.com |
2,810.41 |
|
0.00 |
1 |
|
|
https://www.facebook.com/angeleswealth/ |
https://www.linkedin.com/company/angeles-investments/ |
|
|
| 169,570.00 |
Arbor Wealth Advisors LLC |
Arbor Wealth Advisors LLC |
|
801 W Big Beaver Rd |
Ste 300 |
Troy |
MI |
|
http://www.arbor-wealth.com |
657.74 |
|
0.00 |
1 |
|
|
|
https://www.linkedin.com/company/arbor-wealth-advisors-llc/ |
|
|
| 116,165.00 |
Argos Capital Partners, LLC |
Argos Capital Partners, LLC |
|
477 N Lindbergh Blvd |
Ste 200 |
Saint Louis |
MO |
|
http://www.argoscapitalpartners.com |
2,613.17 |
|
0.00 |
1 |
|
|
|
|
|
|
| 283,713.00 |
Arjuna Capital, LLC |
Arjuna Capital, LLC |
|
13 Elm St |
Ste 2 |
Manchester |
MA |
|
http://www.arjuna-capital.com |
642.36 |
|
0.00 |
0 |
|
|
https://www.facebook.com/EnlightenedInvesting/ |
https://www.linkedin.com/company/arjuna-capital/ |
https://x.com/arjunacapital |
https://www.youtube.com/@arjunacapital3692 |
| 147,351.00 |
ARQ Wealth Advisors, LLC |
ARQ Wealth Advisors, LLC |
|
8605 E Raintree Dr |
Ste 240 |
Scottsdale |
AZ |
|
http://www.arqwealth.com |
1,109.26 |
|
0.00 |
5 |
|
|
https://www.facebook.com/arqwealth/ |
https://www.linkedin.com/company/arq-wealth-advisors-llc |
https://x.com/arqwealth?lang=en |
https://www.youtube.com/channel/UCSB_PMxW3afynYDmzVpozlg |
| 119,050.00 |
Aspen Capital Management, LLC |
Aspen Capital Management, LLC |
|
101 S Capitol Blvd |
Ste 610 |
Boise |
ID |
|
http://www.aspencapitalmgmt.com |
1,338.28 |
|
0.00 |
3 |
|
|
https://www.facebook.com/AspenCapital/ |
https://www.linkedin.com/company/aspen-capital-management/ |
|
|
| 127,036.00 |
Atlas Capital Advisors Inc. |
Atlas Capital Advisors Inc. |
|
38 Keyes Ave |
Ste 200 |
San Francisco |
CA |
|
http://www.atlasca.com |
1,148.64 |
|
0.00 |
0 |
|
|
https://www.facebook.com/atlasca.sf/ |
|
|
|
| 147,972.00 |
Atwater Malick |
Atwater Malick |
|
201 Granite Run Dr |
Ste 290 |
Lancaster |
PA |
|
https://www.atwatermalick.com |
687.37 |
|
0.00 |
2 |
|
|
|
|
|
|
| 104,995.00 |
Atwood & Palmer, Inc. |
Atwood & Palmer, Inc. |
|
4520 Madison Ave |
Ste 200 |
Kansas City |
MO |
|
http://www.atwoodpalmer.com |
2,037.05 |
|
0.00 |
5 |
|
|
|
https://www.linkedin.com/company/atwood-&-palmer-inc-/ |
https://x.com/atwoodpalmer |
|
| 136,674.00 |
Aureus Asset Management, LLC |
Aureus Asset Management, LLC |
|
1 Winthrop Sq |
|
Boston |
MA |
|
http://aureus-asset.com |
8,396.78 |
|
0.00 |
0 |
|
|
|
|
|
|
| 105,441.00 |
Austin Asset |
Austin Asset |
|
7200 N MO Pac Expy |
Ste 315 |
Austin |
TX |
|
http://www.austinasset.com |
1,871.75 |
|
0.00 |
2 |
|
|
https://www.facebook.com/AustinAsset/ |
https://www.linkedin.com/company/austin-asset-management |
https://twitter.com/austinasset |
|
| 173,624.00 |
Autumn Lane Advisors, LLC |
Autumn Lane Advisors, LLC |
|
7500 San Felipe St |
Ste 825 |
Houston |
TX |
|
https://www.autumnlanellc.com |
1,198.85 |
|
0.00 |
0 |
|
|
|
https://www.linkedin.com/company/autumn-lane-advisors/ |
|
|
| 107,501.00 |
Avalon Capital Management |
Avalon Capital Management |
|
495 Seaport Ct |
Ste 106 |
Redwood City |
CA |
|
http://www.avaloncapital.com |
582.19 |
|
0.00 |
0 |
|
|
|
|
|
|
| 146,597.00 |
Aviance Capital Partners LLC |
Aviance Capital Partners LLC |
|
2180 Immokalee Rd |
Ste 301 |
Naples |
FL |
|
http://www.aviancecapitalpartners.com |
1,125.63 |
|
0.00 |
3 |
|
|
https://www.facebook.com/aviancecapitalpartners |
https://www.linkedin.com/company/aviance-capital-partners/ |
|
https://www.youtube.com/@Aviancecapitalpartners |
| 127,186.00 |
Avidian Wealth Solutions |
Avidian Wealth Solutions |
|
800 Town and Country Blvd |
Ste 220 |
Houston |
TX |
|
https://avidianwealth.com |
4,764.23 |
|
0.00 |
25 |
|
|
https://www.facebook.com/avidianwealthsolutions |
https://www.linkedin.com/company/avidian-wealth/ |
|
https://www.youtube.com/avidianwealth |
| 134,242.00 |
Avion Wealth |
Avion Wealth |
|
2829 Technology Forest Blvd |
Ste 300 |
Spring |
TX |
|
https://www.avionwealth.com |
984.55 |
|
0.00 |
6 |
|
|
https://www.facebook.com/AvionWealth |
https://www.linkedin.com/company/efficient-wealth-management-llc |
https://twitter.com/avionwealth |
|
| 106,139.00 |
Bahl & Gaynor Inc |
Bahl & Gaynor Inc |
|
255 E 5th St |
Ste 2700 |
Cincinnati |
OH |
|
https://www.bahl-gaynor.com |
20,990.58 |
|
0.00 |
2 |
|
|
|
https://www.linkedin.com/company/bahl-&-gaynor-investment-counsel/ |
https://x.com/bahl_gaynor |
|
| 110,550.00 |
Bailard, Inc. |
Bailard, Inc. |
|
950 Tower Ln |
Ste 1900 |
San Mateo |
CA |
|
http://www.bailard.com |
6,538.32 |
|
0.00 |
11 |
|
|
|
https://www.linkedin.com/company/bailard-inc./ |
|
|
| 128,066.00 |
Baker Street Advisors, LLC |
Baker Street Advisors, LLC |
|
575 Market St |
Ste 600 |
San Francisco |
CA |
|
http://www.bakerstreetadvisors.com |
20,770.00 |
|
0.00 |
0 |
|
|
https://www.facebook.com/BakerStreetAdvisors/ |
https://www.linkedin.com/company/baker-street-advisors/ |
|
|
| 132,657.00 |
BakerAvenue |
BakerAvenue |
|
1 Embarcadero Ctr |
Ste 2530 |
San Francisco |
CA |
|
http://www.bakerave.com |
5,086.03 |
|
0.00 |
13 |
|
|
|
https://www.linkedin.com/company/bakerave |
|
|
| 108,922.00 |
Baldwin Investment Management, LLC |
Baldwin Investment Management, LLC |
|
1001 Conshohocken State Rd |
Ste 1-202 |
Conshohocken |
PA |
|
https://www.baldwinmgt.com |
1,295.03 |
|
0.00 |
0 |
|
|
|
https://www.linkedin.com/company/baldwin-investment-management/ |
|
https://www.youtube.com/@BaldwinManagement |
| 152,511.00 |
Balentine |
Balentine |
|
3344 Peachtree Rd NE |
Ste 2200 |
Atlanta |
GA |
|
http://www.balentine.com |
5,542.20 |
|
0.00 |
3 |
|
|
https://www.facebook.com/Balentine-The-Art-Science-of-Investing-109250285760841 |
https://www.linkedin.com/company/balentine/ |
https://twitter.com/balentweet |
|
| 152,802.00 |
Ballentine Partners |
Ballentine Partners |
|
230 3rd Ave |
Ste 6 |
Waltham |
MA |
|
https://ballentinepartners.com |
15,316.73 |
|
0.00 |
24 |
|
|
|
https://www.linkedin.com/company/ballentinepartners/ |
|
|
| 153,117.00 |
Baron Wealth Management, LLC |
Baron Wealth Management, LLC |
|
1441 W Long Lake Rd |
Ste 240 |
Troy |
MI |
|
http://www.baron-wealth.com |
846.77 |
|
0.00 |
0 |
|
|
|
|
https://x.com/baronwealth |
|
| 292,246.00 |
Bartlett & Co. Wealth Management LLC |
Bartlett & Co. Wealth Management LLC |
|
600 Vine St |
Ste 2100 |
Cincinnati |
OH |
|
https://bartlett1898.com |
10,253.05 |
|
0.00 |
24 |
|
|
https://www.facebook.com/Bartlett1898/ |
https://www.linkedin.com/company/bartlettwealthmanagement/ |
https://x.com/Bartlett1898 |
|
| 165,450.00 |
Bason Asset Management |
Bason Asset Management |
|
355 S Teller St |
Ste 200 |
Denver |
CO |
|
http://www.basonasset.com |
848.80 |
|
0.00 |
2 |
|
|
|
|
|
|
| 109,688.00 |
BBR Partners, LLC |
BBR Partners, LLC |
|
55 E 52nd St |
Fl 18 |
New York |
NY |
|
http://www.bbrpartners.com |
36,493.20 |
|
0.00 |
25 |
|
|
|
https://www.linkedin.com/company/bbr-partners/ |
|
https://www.youtube.com/@BBRPARTNERS |
| 119,290.00 |
Beacon Pointe Advisors, LLC |
Beacon Pointe Advisors, LLC |
|
24 Corporate Plaza Dr |
Ste 150 |
Newport Beach |
CA |
|
https://beaconpointe.com |
54,872.53 |
|
0.00 |
241 |
|
|
https://www.facebook.com/BeaconPointeAdvisors |
https://www.linkedin.com/company/beacon-pointe-advisors/ |
http://www.x.com/BPAdvisors |
https://www.youtube.com/user/thebpadvisors |
| 107,238.00 |
Beaird Harris |
Beaird Harris |
|
5005 Lyndon B Johnson Fwy |
Ste 1700 |
Dallas |
TX |
|
http://www.bh-co.com |
1,907.36 |
|
0.00 |
3 |
|
|
https://www.facebook.com/BeairdHarris/ |
https://www.linkedin.com/company/beairdharris |
https://twitter.com/beairdharris |
https://www.youtube.com/channel/UCNJ1UvxNAh13oDbB3tvAnyg |
| 105,653.00 |
Bedel Financial Consulting Inc |
Bedel Financial Consulting Inc |
|
8940 River Crossing Blvd |
Ste 120 |
Indianapolis |
IN |
|
https://www.bedelfinancial.com |
2,919.79 |
|
0.00 |
5 |
|
|
https://www.facebook.com/BedelFinancial/ |
https://www.linkedin.com/company/3855802/ |
https://twitter.com/BedelFinancial |
|
| 108,383.00 |
Bell Investment Advisors Inc |
Bell Investment Advisors Inc |
|
2 Theatre Sq |
Ste 315 |
Orinda |
CA |
|
https://www.bellinvest.com |
787.57 |
|
0.00 |
6 |
|
|
|
https://www.linkedin.com/company/111770/ |
https://x.com/bellinvest |
https://www.youtube.com/user/bellinvest |
| 226,661.00 |
BetterWealth LLC |
BetterWealth LLC |
|
1475 Saratoga Ave |
Ste 200 |
San Jose |
CA |
|
https://betterwealth.us |
659.94 |
|
0.00 |
1 |
|
|
|
https://www.linkedin.com/company/triadinvest/ |
|
|
| 167,174.00 |
Biltmore Family Office, LLC |
Biltmore Family Office, LLC |
|
500 East Blvd |
|
Charlotte |
NC |
|
http://www.biltmorefamilyoffice.com |
3,467.11 |
|
0.00 |
6 |
|
|
|
https://www.linkedin.com/company/biltmore-family-office-llc/ |
|
|
| 143,750.00 |
Birch Hill Investment Advisors LLC |
Birch Hill Investment Advisors LLC |
|
1 International Pl |
Ste 770 |
Boston |
MA |
|
https://bhboston.com |
2,947.30 |
|
0.00 |
0 |
|
|
|
https://www.linkedin.com/company/birch-hill-investment-advisors-llc |
|
|
| 154,623.00 |
Black Coral Financial Advisors, LLC |
Black Coral Financial Advisors, LLC |
|
350 Clark Dr |
Ste 320 |
Budd Lake |
NJ |
|
http://blackcoralfa.com |
504.38 |
|
0.00 |
0 |
|
|
|
|
|
|
| 145,108.00 |
Black Diamond Financial, LLC |
Black Diamond Financial, LLC |
|
2330 W Joppa Rd |
Ste 320 |
Lutherville Timonium |
MD |
|
https://www.blackdfinancial.com |
1,370.21 |
|
0.00 |
5 |
|
|
|
|
|
|
| 104,795.00 |
Blankinship & Foster, LLC |
Blankinship & Foster, LLC |
|
420 Stevens Ave |
Ste 250 |
Solana Beach |
CA |
|
http://www.bfadvisors.com |
939.50 |
|
0.00 |
5 |
|
|
https://www.facebook.com/BlankinshipFoster/ |
https://www.linkedin.com/company/blankinship-&-foster-llc/ |
|
https://www.youtube.com/@bfadvisorsfiduciary |
| 132,437.00 |
Blue Chip Partners, LLC |
Blue Chip Partners, LLC |
|
38505 Country Club Dr |
Ste 150 |
Farmington |
MI |
|
http://www.bluechippartners.com |
1,877.18 |
|
0.00 |
14 |
|
|
https://www.facebook.com/bluechippartnersllc |
https://www.linkedin.com/company/blue-chip-partners/ |
https://x.com/BlueChipPartner |
https://www.youtube.com/@bluechipfm |
| 116,760.00 |
BlueSky Wealth Advisors Legacy, LLC |
BlueSky Wealth Advisors Legacy, LLC |
|
2131 S Glenburnie Rd |
Ste 8 |
New Bern |
NC |
|
http://blueskywa.com |
1,004.49 |
|
0.00 |
7 |
|
|
https://www.facebook.com/blueskywealthadvisors/ |
https://www.linkedin.com/company/bluesky-wealth-advisors/ |
|
|
| 111,768.00 |
Blume Capital Management, Inc. |
Blume Capital Management, Inc. |
|
1708 Shattuck Ave |
|
Berkeley |
CA |
|
http://www.blumecapital.com |
856.63 |
|
0.00 |
0 |
|
|
|
https://www.linkedin.com/company/blume-capital-management-inc/ |
|
|
| 282,792.00 |
BMSS Wesson Wealth Solutions |
BMSS Wesson Wealth Solutions |
|
3500 Colonnade Pkwy |
Ste 150 |
Birmingham |
AL |
|
http://bmsswesson.com |
703.95 |
|
0.00 |
7 |
|
|
|
https://www.linkedin.com/company/bmss-wesson-wealth-solutions |
|
|
| 39,326.00 |
BNA Wealth |
BNA Wealth |
|
596 Herrons Ferry Rd |
Ste 300 |
Rock Hill |
SC |
|
https://www.bnacpa.com |
619.75 |
|
0.00 |
2 |
|
|
|
https://www.linkedin.com/company/bna-wealth/ |
|
|
| 107,643.00 |
Boston Research and Management, Inc. |
Boston Research and Management, Inc. |
|
40 Beach St |
Ste 200 |
Manchester |
MA |
|
https://www.bostonrm.com |
676.18 |
|
0.00 |
2 |
|
|
|
|
|
|
| 108,054.00 |
Bourgeon Capital Management LLC |
Bourgeon Capital Management LLC |
|
320 Post Rd |
Ste 220 |
Darien |
CT |
|
http://www.bourgeoncapital.com |
1,067.60 |
|
0.00 |
0 |
|
|
|
|
|
|
| 106,928.00 |
Bradley Foster & Sargent Inc |
Bradley Foster & Sargent Inc |
|
185 Asylum St |
City Place Ii, 11 Fl |
Hartford |
CT |
|
http://www.bfsinvest.com |
9,072.93 |
|
0.00 |
0 |
|
|
|
|
|
|
| 297,021.00 |
Brandywine Oak Private Wealth LLC |
Brandywine Oak Private Wealth LLC |
|
500 Old Forge Ln |
Ste 501 |
Kennett Square |
PA |
|
https://brandywineoak.com |
1,571.77 |
|
0.00 |
9 |
|
|
https://www.facebook.com/brandywineoak |
https://www.linkedin.com/company/brandywine-oak-private-wealth/ |
|
|
| 105,638.00 |
Briaud Financial Advisors |
Briaud Financial Advisors |
|
1611 Crescent Pointe Pkwy |
|
College Station |
TX |
|
http://www.briaud.com |
912.78 |
|
0.00 |
1 |
|
|
|
https://www.linkedin.com/company/briaud-financial-advisors/ |
https://x.com/BriaudAdvisors |
|
| 109,826.00 |
Bridgewater Advisors Inc. |
Bridgewater Advisors Inc. |
|
600 5th Ave |
Fl 26 |
New York |
NY |
|
http://www.bridgewateradv.com |
2,566.36 |
|
0.00 |
7 |
|
|
|
https://www.linkedin.com/company/bridgewater-advisors-inc./ |
|
|
| 108,601.00 |
Brighton Jones LLC |
Brighton Jones LLC |
|
2030 1st Ave |
Fl 3 |
Seattle |
WA |
|
http://www.brightonjones.com |
18,879.71 |
|
0.00 |
111 |
|
|
https://www.facebook.com/pages/Brighton-Jones/106255223161 |
https://www.linkedin.com/company/brighton-jones |
https://x.com/Brighton_Jones_ |
|
| 143,550.00 |
Broadview Financial Management, LLC |
Broadview Financial Management, LLC |
|
111 Heritage Reserve |
Ste 100 |
Menomonee Falls |
WI |
|
https://www.broadviewfinancial.com |
699.24 |
|
0.00 |
0 |
|
|
|
https://www.linkedin.com/company/broadview-financial-management-llc |
|
|
| 110,181.00 |
Brown Advisory |
Brown Advisory |
|
901 S Bond St |
Ste 400 |
Baltimore |
MD |
|
https://www.brownadvisory.com |
124,314.64 |
|
0.00 |
3 |
|
|
https://www.facebook.com/brownadvisory |
https://www.linkedin.com/company/brown-advisory/?originalSubdomain=in |
https://twitter.com/BrownAdvisory |
https://www.youtube.com/user/brownadvisory1 |
| 107,485.00 |
BSW Wealth Partners |
BSW Wealth Partners |
|
2300 Broadway St |
|
Boulder |
CO |
|
http://www.bsw.com |
2,240.10 |
|
0.00 |
12 |
|
|
|
https://www.linkedin.com/company/bsw-wealth-partners/ |
https://twitter.com/BSW_WEALTHPTNRS |
|
| 118,376.00 |
Burton Enright Welch |
Burton Enright Welch |
|
1850 Mt Diablo Blvd |
Ste 335 |
Walnut Creek |
CA |
|
http://www.bewinvest.com |
1,553.06 |
|
0.00 |
9 |
|
|
|
https://www.linkedin.com/company/burton-enright-welch/about/ |
|
|
| 107,327.00 |
Cabot Wealth Management |
Cabot Wealth Management |
|
48 Dunham Rd |
Ste 2000 |
Beverly |
MA |
|
http://www.ecabot.com |
1,217.59 |
|
0.00 |
3 |
|
|
|
https://www.linkedin.com/company/cabotwealthmanagement/ |
|
|
| 117,428.00 |
Cambridge Financial Group, LLC |
Cambridge Financial Group, LLC |
|
6700 N Oracle Rd |
Ste 324 |
Tucson |
AZ |
|
https://www.cambridgefinancialgroup.com |
645.80 |
|
0.00 |
3 |
|
|
|
|
|
|
| 164,971.00 |
Canal Capital Management, LLC |
Canal Capital Management, LLC |
|
9 S 5th St |
|
Richmond |
VA |
|
http://www.canalcapitalmanagement.com |
1,284.49 |
|
0.00 |
2 |
|
|
|
|
https://twitter.com/CanalCapitalMgt |
|
| 108,985.00 |
Capital Advantage, Inc. |
Capital Advantage, Inc. |
|
1855 Olympic Blvd |
Ste 300 |
Walnut Creek |
CA |
|
http://www.capitaladvantage.com |
1,276.57 |
|
0.00 |
5 |
|
|
https://www.facebook.com/capitaladvantageinc/ |
https://www.linkedin.com/company/capital-advantage-inc-/ |
https://twitter.com/capadvantage |
|
| 153,600.00 |
Capital Advisors, Ltd., LLC |
Capital Advisors, Ltd., LLC |
|
20600 Chagrin Blvd |
Ste 1115 |
Beachwood |
OH |
|
http://www.capitaladvisorsltd.com |
1,366.83 |
|
0.00 |
6 |
|
|
https://www.facebook.com/capitaladvisorsltd/ |
https://www.linkedin.com/company/capital-advisors-ltd/ |
|
|
| 109,001.00 |
Capital Counsel LLC |
Capital Counsel LLC |
|
527 Madison Ave |
Fl 19 |
New York |
NY |
|
https://capitalcounsel.com |
2,874.45 |
|
0.00 |
1 |
|
|
|
https://www.linkedin.com/company/capital-counsel-llc/ |
|
|
| 169,470.00 |
Capital Planning, LLC |
Capital Planning, LLC |
|
10900 NE 4th St |
Ste 2300 |
Bellevue |
WA |
|
https://www.capplanllc.com |
617.68 |
|
0.00 |
5 |
|
|
|
https://www.linkedin.com/company/capital-planning-llc/ |
|
|
| 157,959.00 |
Capital Wealth Management, LLC |
Capital Wealth Management, LLC |
|
1300 Division Rd |
Ste 203 |
West Warwick |
RI |
|
http://www.capitalwealthinc.com |
1,001.02 |
|
0.00 |
4 |
|
|
|
https://www.linkedin.com/company/capital-wealth-management-inc--ri-usa-/about/ |
|
|
| 126,752.00 |
Cardiff Park Advisors |
Cardiff Park Advisors |
|
338 Via Vera Cruz |
Ste 240 |
San Marcos |
CA |
|
http://www.cardiffpark.com |
2,958.06 |
|
0.00 |
1 |
|
|
|
|
https://twitter.com/#!/CardiffPark |
|
| 3,394.00 |
Carl P. Sherr & Co., LLC |
Carl P. Sherr & Co., LLC |
|
446 Main St |
Ste 2100 |
Worcester |
MA |
|
http://carlpsherr.com |
505.41 |
|
0.00 |
0 |
|
|
|
https://www.linkedin.com/company/carlpsherr/ |
|
|
| 205,512.00 |
Castlepoint Wealth Advisors |
Castlepoint Wealth Advisors |
|
7308 N Classen Blvd |
|
Oklahoma City |
OK |
|
https://castlepointwealth.com |
751.44 |
|
0.00 |
6 |
|
|
https://www.facebook.com/cpwealth/ |
https://www.linkedin.com/company/castlepoint-wealth |
https://x.com/cpointwealth |
https://www.youtube.com/@castlepointwealthadvisors |
| 151,559.00 |
Cerity Partners LLC |
Cerity Partners LLC |
|
99 Park Ave |
Fl 16 |
New York |
NY |
|
https://ceritypartners.com |
161,675.52 |
|
0.00 |
84 |
|
|
|
https://www.linkedin.com/company/cerity-partners/ |
https://twitter.com/ceritypartners |
|
| 106,174.00 |
Chatham Capital Group Inc |
Chatham Capital Group Inc |
|
6602 Abercorn St |
Ste 100 |
Savannah |
GA |
|
http://chathamcapitalgroup.com |
878.08 |
|
0.00 |
0 |
|
|
|
https://www.linkedin.com/company/chatham-capital-group-inc./ |
|
|
| 111,987.00 |
Chatham Wealth Management |
Chatham Wealth Management |
|
10 Townsquare |
Ste 100 |
Chatham |
NJ |
|
http://www.chathamwealth.com |
642.86 |
|
0.00 |
1 |
|
|
|
|
|
|
| 107,058.00 |
Check Capital Management Inc |
Check Capital Management Inc |
|
575 Anton Blvd |
Ste 500 |
Costa Mesa |
CA |
|
http://www.checkcapital.com |
2,370.62 |
|
0.00 |
3 |
|
|
https://www.facebook.com/checkcapital/ |
https://www.linkedin.com/company/check-capital-management-inc-/ |
|
|
| 175,209.00 |
Chequers Financial Management LLC |
Chequers Financial Management LLC |
|
434 Jackson St |
Ste A |
San Francisco |
CA |
|
http://www.chequersfinancial.com |
1,314.34 |
|
0.00 |
2 |
|
|
|
https://www.linkedin.com/company/chequers-financial-management/ |
|
|
| 111,578.00 |
Chesley, Taft & Associates, LLC |
Chesley, Taft & Associates, LLC |
|
135 S La Salle St |
Ste 2900 |
Chicago |
IL |
|
http://www.chesleytaft.com |
3,013.51 |
|
0.00 |
0 |
|
|
|
|
|
|
| 147,662.00 |
Chicago Partners Investment Group LLC |
Chicago Partners Investment Group LLC |
|
1 N Wacker Dr |
Ste 4110 |
Chicago |
IL |
|
http://www.chicagopartnersllc.com |
7,469.53 |
|
0.00 |
28 |
|
|
https://www.facebook.com/ChicagoPartners/ |
https://www.linkedin.com/company/chicagopartners/ |
https://twitter.com/cp_investments |
|
| 106,109.00 |
Choate Investment Advisors |
Choate Investment Advisors |
|
2 International Pl |
|
Boston |
MA |
|
https://www.choatewealth.com |
10,047.91 |
|
0.00 |
2 |
|
|
|
https://www.linkedin.com/company/choate-investment-advisors/ |
https://x.com/choateia |
|
| 111,221.00 |
Choreo, LLC |
Choreo, LLC |
|
6735 Vistagreen Way |
Ste 110 |
Rockford |
IL |
|
https://www.choreoadvisors.com |
19,138.74 |
|
0.00 |
41 |
|
|
https://www.facebook.com/choreoadvisors |
https://www.linkedin.com/company/choreo-advisors/ |
https://twitter.com/choreoadvisors |
|
| 110,818.00 |
Circle Advisers Inc |
Circle Advisers Inc |
|
420 Lexington Ave |
Rm 2500 |
New York |
NY |
|
https://circleadvisersinc.com |
868.16 |
|
0.00 |
3 |
|
|
|
https://www.linkedin.com/company/circle-advisers-inc-/about/ |
|
|
| 142,878.00 |
Circle Wealth Management, LLC |
Circle Wealth Management, LLC |
|
47 Maple St |
Ste 201 |
Summit |
NJ |
|
https://www.circlewm.com |
14,066.39 |
|
0.00 |
0 |
|
|
|
https://www.linkedin.com/company/circle-wealth-management-llc/about/ |
|
|
| 104,804.00 |
Clariti Wealth Advisors |
Clariti Wealth Advisors |
|
2710 Centerville Rd |
Ste 201 |
Wilmington |
DE |
|
https://claritiwealth.com |
797.57 |
|
0.00 |
4 |
|
|
https://www.facebook.com/ClaritiWealth |
https://www.linkedin.com/company/clariti-wealth |
https://x.com/ClaritiWealth |
|
| 157,913.00 |
Clarity Wealth Advisors |
Clarity Wealth Advisors |
|
2160 The Alameda |
Ste A |
San Jose |
CA |
|
http://claritywealthadvisors.com |
732.94 |
|
0.00 |
2 |
|
|
|
https://www.linkedin.com/company/clarity-wealth-advisors/ |
|
|
| 284,480.00 |
Clark Asset Management, LLC |
Clark Asset Management, LLC |
|
170 Commerce Way |
Ste 200 |
Portsmouth |
NH |
|
http://bradleyclark.com |
1,324.51 |
|
0.00 |
0 |
|
|
https://www.facebook.com/bradleyclarkcfp/ |
|
|
|
| 226,729.00 |
Clayton Financial Group, LLC |
Clayton Financial Group, LLC |
|
165 N Meramec Ave |
Ste 130 |
Saint Louis |
MO |
|
http://www.claytonfinancialgroup.com |
793.75 |
|
0.00 |
0 |
|
|
|
https://www.linkedin.com/company/clayton-financial-group/ |
|
|
| 152,242.00 |
Clear Harbor Asset Management, LLC |
Clear Harbor Asset Management, LLC |
|
263 Tresser Blvd |
Ste 1502 |
Stamford |
CT |
|
http://www.clearharboram.com |
2,054.39 |
|
0.00 |
9 |
|
|
https://www.facebook.com/Clear-Harbor-Asset-Management-820209924772013/ |
https://www.linkedin.com/company/clear-harbor-asset-management/ |
https://x.com/CLEARHARBORAM |
|
| 150,138.00 |
CMH Wealth Management, LLC |
CMH Wealth Management, LLC |
|
100 Market St |
Unit 201 |
Portsmouth |
NH |
|
http://www.cmhwealth.com |
813.36 |
|
0.00 |
0 |
|
|
|
https://www.linkedin.com/company/cmh-wealth-management-llc/ |
|
|
| 152,569.00 |
Coastal Bridge Advisors |
Coastal Bridge Advisors |
|
54 Wilton Rd |
Fl 1 |
Westport |
CT |
|
http://www.coastalbridgeadvisors.com |
5,020.87 |
|
0.00 |
6 |
|
|
https://www.facebook.com/CoastalBridgeAdvisors/ |
https://www.linkedin.com/company/coastal-bridge-advisors/ |
|
|
| 167,017.00 |
Colony Family Offices, LLC |
Colony Family Offices, LLC |
|
4250 Congress St |
Ste 175 |
Charlotte |
NC |
|
http://www.colonyfamilyoffices.com |
3,362.39 |
|
0.00 |
5 |
|
|
|
https://www.linkedin.com/company/colony-family-offices/ |
|
|
| 114,011.00 |
Colorado Capital Management |
Colorado Capital Management |
|
4430 Arapahoe Ave |
Ste 120 |
Boulder |
CO |
|
http://www.coloradocap.com |
638.37 |
|
0.00 |
6 |
|
|
https://www.facebook.com/ColoradoCapital/ |
https://www.linkedin.com/company/colorado-capital-management/ |
|
|
| 154,310.00 |
Connecticut Wealth Management, LLC |
Connecticut Wealth Management, LLC |
|
281 Farmington Ave |
|
Farmington |
CT |
|
http://www.ctwealthmgmt.com |
4,477.61 |
|
0.00 |
21 |
|
|
http://www.facebook.com/ctwealth/ |
https://www.linkedin.com/company/connecticut-wealth-management-llc/ |
https://x.com/ctwealth?lang=en |
https://www.youtube.com/channel/UCFlnb1qa-VBb2FybNviHrVw# |
| 111,353.00 |
Conservest Capital Advisors Inc |
Conservest Capital Advisors Inc |
|
257 E Lancaster Ave |
Ste 205 |
Wynnewood |
PA |
|
http://conservest.com |
1,924.65 |
|
0.00 |
4 |
|
|
|
|
|
|
| 147,253.00 |
Constellation Wealth Advisors |
Constellation Wealth Advisors |
|
255 E 5th St |
Ste 3000 |
Cincinnati |
OH |
|
https://constellation-wealth.com |
5,400.04 |
|
0.00 |
9 |
|
|
|
https://www.linkedin.com/company/constellation-wealth/ |
|
|
| 282,871.00 |
Cordatus Wealth Management LLC |
Cordatus Wealth Management LLC |
|
95 S Main St |
|
Morrisville |
PA |
|
http://cordatuswealth.com |
630.37 |
|
0.00 |
3 |
|
|
|
|
|
|
| 174,386.00 |
Core Wealth Advisors, Inc. |
Core Wealth Advisors, Inc. |
|
124 S Florida Ave |
Fl 4 |
Lakeland |
FL |
|
http://www.corewealthadvisorsinc.com |
702.12 |
|
0.00 |
4 |
|
|
https://www.facebook.com/corewealthadvisors/ |
https://www.linkedin.com/company/core-wealth-advisors-inc-/about/ |
https://x.com/corewealth |
|
| 142,359.00 |
Cornerstone Advisory |
Cornerstone Advisory |
|
211 Old Padonia Rd |
|
Cockeysville |
MD |
|
http://www.cornerstoneadvisory.com |
2,249.00 |
|
0.00 |
6 |
|
|
|
|
|
|
| 114,702.00 |
Corus Family Wealth Advisors, Inc. |
Corus Family Wealth Advisors, Inc. |
|
5900 S Lake Forest Dr |
Ste 280 |
McKinney |
TX |
|
https://coruswealth.com |
619.51 |
|
0.00 |
5 |
|
|
|
|
|
|
| 108,567.00 |
Covenant Asset Management, LLC |
Covenant Asset Management, LLC |
|
125 Maple Ave |
|
Chester |
NJ |
|
http://www.covasset.com |
692.59 |
|
0.00 |
1 |
|
|
|
https://www.linkedin.com/company/covenant-asset-management/ |
|
|
| 155,221.00 |
Covenant Wealth Advisors |
Covenant Wealth Advisors |
|
8001 Franklin Farms Dr |
Rm 208 |
Henrico |
VA |
|
http://www.covenantwealthadvisors.com/new/covenantwealthadvisor |
909.64 |
|
0.00 |
7 |
|
|
https://www.facebook.com/covenantwealthadvisors/ |
https://www.linkedin.com/company/covenant-wealth-advisors/ |
|
https://www.youtube.com/channel/UCJq26tG47RyRoC_f0kRwzyA |
| 110,593.00 |
Coyle |
Coyle |
|
2700 Patriot Blvd |
Ste 440 |
Glenview |
IL |
|
https://coyle.com |
1,049.46 |
|
0.00 |
6 |
|
|
|
https://www.linkedin.com/company/coyle-financial-counsel/ |
https://x.com/coylefinancial?lang=en |
https://www.youtube.com/user/coylefinancial |
| 286,567.00 |
Creative Capital Management Investments LLC |
Creative Capital Management Investments LLC |
|
6265 Greenwich Dr |
Ste 201 |
San Diego |
CA |
|
https://www.myccmi.com |
780.40 |
|
0.00 |
3 |
|
|
https://www.facebook.com/myccmi/ |
https://www.linkedin.com/company/myccmi/ |
https://x.com/my_ccmi |
https://www.youtube.com/channel/UCY6W-M7QMoZEKW6PFQg_RDA |
| 105,348.00 |
Creative Planning |
Creative Planning |
|
5454 W 110th St |
|
Leawood |
KS |
|
https://creativeplanning.com |
295,568.60 |
|
0.00 |
478 |
|
|
https://www.facebook.com/creativeplanninginc/ |
https://www.linkedin.com/company/creative-planning-inc-/ |
https://x.com/cpiwealth |
https://www.youtube.com/creativeplanning |
| 170,912.00 |
Crescent Grove Advisors |
Crescent Grove Advisors |
|
100 Saunders Rd |
Ste 210 |
Lake Forest |
IL |
|
http://crescentgroveadvisors.com |
5,504.08 |
|
0.00 |
12 |
|
|
|
https://www.linkedin.com/company/crescent-grove-advisors/ |
|
|
| 288,566.00 |
Cresset Asset Management, LLC |
Cresset Asset Management, LLC |
|
444 W Lake St |
Ste 470 |
Chicago |
IL |
|
https://www.cressetcapital.com |
78,936.26 |
|
0.00 |
101 |
|
|
https://www.facebook.com/cressetcapital |
https://www.linkedin.com/company/cresset-capital/ |
https://x.com/Cresset_Capital |
|
| 286,243.00 |
Crestwood Advisors |
Crestwood Advisors |
|
1 Liberty Sq |
Ste 500 |
Boston |
MA |
|
http://www.crestwoodadvisors.com |
8,021.45 |
|
0.00 |
12 |
|
|
|
https://www.linkedin.com/company/crestwood-advisors-llc/ |
|
|
| 281,399.00 |
Cynosure Group, LLC |
Cynosure Group, LLC |
|
111 S Main St |
Ste 2350 |
Salt Lake City |
UT |
|
http://www.cynosuregroup.com |
9,847.98 |
|
0.00 |
1 |
|
|
|
https://www.linkedin.com/company/the-cynosure-group/ |
|
|
| 143,771.00 |
Cypress Point Wealth Management, LLC |
Cypress Point Wealth Management, LLC |
|
3838 Oak Lawn Ave |
Ste 1520 |
Dallas |
TX |
|
http://www.cypresspointwealth.com |
1,465.68 |
|
0.00 |
3 |
|
|
|
https://www.linkedin.com/company/cypress-point-wealth-management/ |
|
|
| 105,990.00 |
David Vaughan Investments, LLC |
David Vaughan Investments, LLC |
|
5823 N Forest Park Dr |
|
Peoria |
IL |
|
https://www.dviinc.com |
5,331.38 |
|
0.00 |
6 |
|
|
|
https://www.linkedin.com/company/4995486/ |
|
|
| 159,607.00 |
Defender Capital |
Defender Capital |
|
1310 S Tryon St |
Ste 101 |
Charlotte |
NC |
|
http://www.defendercapital.us |
510.00 |
|
0.00 |
2 |
|
|
|
https://www.linkedin.com/company/defender-capital/ |
|
|
| 159,953.00 |
Delegate Advisors, LLC |
Delegate Advisors, LLC |
|
101 Glen Lennox Dr |
Unit 150 |
Chapel Hill |
NC |
|
http://delegateadvisors.com |
1,713.89 |
|
0.00 |
1 |
|
|
https://www.facebook.com/DelegateAdvisors/ |
https://www.linkedin.com/company/delegate-advisors/ |
|
|
| 110,365.00 |
Destination Wealth Management |
Destination Wealth Management |
|
1255 Treat Blvd |
Ste 900 |
Walnut Creek |
CA |
|
https://www.destinationwm.com |
4,948.27 |
|
0.00 |
10 |
|
|
|
http://www.linkedin.com/company/destinationwealth-management |
http://www.x.com/DestinationWM |
http://www.youtube.com/DestinationWM/featured |
| 106,680.00 |
Diversified Management Inc |
Diversified Management Inc |
|
330 E Kilbourn Ave |
Ste 1475 |
Milwaukee |
WI |
|
https://diversifiedmanagement.com |
1,866.25 |
|
0.00 |
3 |
|
|
|
|
|
|
| 143,138.00 |
Dougherty Wealth Advisers LLC |
Dougherty Wealth Advisers LLC |
|
861 Lake St E |
|
Wayzata |
MN |
|
https://www.doughertywealth.com |
505.36 |
|
0.00 |
1 |
|
|
|
https://www.linkedin.com/company/dougherty-wealth-advisers-llc/about/ |
|
|
| 282,563.00 |
Douglas C. Lane & Associates |
Douglas C. Lane & Associates |
|
1 Dag Hammarskjold Plz |
|
New York |
NY |
|
https://www.dclainc.com |
8,440.54 |
|
0.00 |
4 |
|
|
|
https://www.linkedin.com/company/douglas-c-lane-&-associates-inc-/about/ |
|
|
| 131,728.00 |
Ehrenkranz Partners L.P. |
Ehrenkranz Partners L.P. |
|
375 Park Ave |
|
New York |
NY |
|
http://www.eplp.com |
21,536.95 |
|
0.00 |
1 |
|
|
|
|
|
|
| 282,750.00 |
Element Pointe Family Office |
Element Pointe Family Office |
|
333 SE 2nd Ave |
Ste 2520 |
Miami |
FL |
|
http://elementpointe.com |
1,218.37 |
|
0.00 |
3 |
|
|
|
https://www.linkedin.com/company/element-pointe-advisors-llc/ |
|
|
| 127,616.00 |
Elgethun Capital Management |
Elgethun Capital Management |
|
231 S Phillips Ave |
Ste 201 |
Sioux Falls |
SD |
|
https://elgethuncapitalmanagement.com |
1,139.92 |
|
0.00 |
4 |
|
|
|
https://www.linkedin.com/company/elgethun/ |
|
|
| 175,476.00 |
Ellevest |
Ellevest |
|
228 Park Ave S |
|
New York |
NY |
|
http://www.ellevest.com |
1,131.23 |
|
0.00 |
4 |
|
|
https://www.facebook.com/ellevesting/ |
https://www.linkedin.com/company/ellevest/ |
https://x.com/ellevest |
|
| 143,311.00 |
Elser Financial Planning, Inc. |
Elser Financial Planning, Inc. |
|
8900 Keystone Xing |
Ste 450 |
Indianapolis |
IN |
|
http://elserfp.com |
2,107.94 |
|
0.00 |
9 |
|
|
|
|
|
|
| 305,125.00 |
Emerald Advisors, LLC |
Emerald Advisors, LLC |
|
3055 112th Ave NE |
Ste 206 |
Bellevue |
WA |
|
https://www.emeraldadv.com |
941.39 |
|
0.00 |
2 |
|
|
https://www.facebook.com/EmeraldAdvisorsLLC |
https://www.linkedin.com/company/emerald-tsg/about/ |
|
|
| 152,622.00 |
Empirical Wealth Management |
Empirical Wealth Management |
|
1420 5th Ave |
Ste 3150 |
Seattle |
WA |
|
http://www.empirical.net |
6,701.22 |
|
0.00 |
30 |
|
|
https://www.facebook.com/empiricalwealth |
http://www.linkedin.com/company/empirical-wealth-management |
http://twitter.com/EmpiricalWM |
|
| 111,234.00 |
Enrich Financial Partners LLC |
Enrich Financial Partners LLC |
|
6502 Grand Teton Plz |
Ste 201 |
Madison |
WI |
|
http://www.enrichpartners.com |
556.81 |
|
0.00 |
3 |
|
|
https://www.facebook.com/pages/EnRich-Financial-Partners-LLC/110379672340043?fref=ts |
https://www.linkedin.com/company/enrich-financial-partners-llc/ |
|
|
| 109,698.00 |
Evensky & Katz/Foldes Wealth Management |
Evensky & Katz/Foldes Wealth Management |
|
4000 Ponce De Leon Blvd |
Ste 850 |
Miami |
FL |
|
https://evensky.com |
3,209.82 |
|
0.00 |
17 |
|
|
https://www.facebook.com/evenskykatzfoldes/ |
https://www.linkedin.com/company/evensky-&-katz/ |
https://x.com/EvenskyKatz |
https://www.youtube.com/channel/UC2PGTBiTuT274YLAliBuEbw |
| 104,931.00 |
Evergreen Capital Management LLC |
Evergreen Capital Management LLC |
|
1412 112th Ave NE |
Ste 100 |
Bellevue |
WA |
|
https://evergreengavekal.com |
7,185.10 |
|
0.00 |
5 |
|
|
|
|
https://twitter.com/EVERGREENGK |
|
| 300,856.00 |
Evoke Advisors |
Evoke Advisors |
|
10635 Santa Monica Blvd |
Ste 240 |
Los Angeles |
CA |
|
http://www.evokeadvisors.com |
17,287.26 |
|
0.00 |
3 |
|
|
|
https://www.linkedin.com/company/evokeadvisors/ |
|
|
| 104,708.00 |
Factor Wealth Management |
Factor Wealth Management |
|
980 N Michigan Ave |
Ste 1320 |
Chicago |
IL |
|
http://www.clune.biz |
781.01 |
|
0.00 |
2 |
|
|
|
https://www.linkedin.com/company/factorwealth/ |
|
|
| 104,692.00 |
Ferguson Wellman Capital Management, Inc. |
Ferguson Wellman Capital Management, Inc. |
|
888 SW 5th Ave |
Ste 1200 |
Portland |
OR |
|
https://www.fergusonwellman.com |
10,664.66 |
|
0.00 |
3 |
|
|
https://www.facebook.com/pages/Ferguson-Wellman-Capital-Management/152745594738121 |
https://www.linkedin.com/company/ferguson-wellman-capital-management/ |
https://x.com/FergusonWellman |
https://www.youtube.com/user/FergusonWellman/videos |
| 151,225.00 |
FFT Wealth Management |
FFT Wealth Management |
|
2 Liberty Pl |
Fl 34 |
Philadelphia |
PA |
|
https://www.fftwealth.com |
2,343.50 |
|
0.00 |
1 |
|
|
|
https://www.linkedin.com/company/fft-wealth-management/ |
|
|
| 168,005.00 |
Fi3 Financial Advisors, LLC |
Fi3 Financial Advisors, LLC |
|
8900 Keystone Xing |
Ste 225 |
Indianapolis |
IN |
|
http://www.fi3advisors.com |
1,138.90 |
|
0.00 |
4 |
|
|
|
https://www.linkedin.com/company/fi3-financial-advisors-llc/ |
|
|
| 285,681.00 |
Fiduciary Financial Group, LLC |
Fiduciary Financial Group, LLC |
|
1101 5th Ave |
Ste 305 |
San Rafael |
CA |
|
https://www.ffgwealth.com |
1,011.81 |
|
0.00 |
2 |
|
|
https://www.facebook.com/ffgwealth/?ref=bookmarks |
https://www.linkedin.com/company/17900343 |
|
|
| 160,696.00 |
Fiduciary Wealth Partners, LLC |
Fiduciary Wealth Partners, LLC |
|
2310 Washington St |
Fl 3 |
Newton Lower Falls |
MA |
|
https://fwpwealth.com |
1,544.42 |
|
0.00 |
1 |
|
|
https://www.facebook.com/fiduciarywealthpartners |
https://www.linkedin.com/company/fiduciary-wealth-partners/about/ |
https://twitter.com/FwPartner |
|
| 156,737.00 |
Fielder Capital Group LLC |
Fielder Capital Group LLC |
|
1222 Demonbreun St |
Ste 1610 |
Nashville |
TN |
|
http://www.fieldercapital.com |
1,214.73 |
|
0.00 |
2 |
|
|
|
https://www.linkedin.com/company/fielder-capital-group-llc/about/ |
|
|
| 105,003.00 |
Fierston Financial Group Inc |
Fierston Financial Group Inc |
|
29 S Main St |
Ste 302 |
West Hartford |
CT |
|
https://www.fierston.com |
1,035.57 |
|
0.00 |
1 |
|
|
|
https://www.linkedin.com/company/fierston-financial-group/ |
|
|
| 108,245.00 |
Financial Alternatives, Inc. |
Financial Alternatives, Inc. |
|
7825 Fay Ave |
Ste 245 |
La Jolla |
CA |
|
http://www.financialalternatives.com |
614.78 |
|
0.00 |
5 |
|
|
http://www.facebook.com/financialalternatives |
https://www.linkedin.com/company/financial-alternatives-inc-/ |
http:/www./twitter.com/FAlternatives |
|
| 125,218.00 |
Financial Solutions Advisory Group |
Financial Solutions Advisory Group |
|
8700 W Bryn Mawr Ave |
Ste 410-N |
Chicago |
IL |
|
http://fsadvisorygroup.com |
935.00 |
|
0.00 |
6 |
|
|
|
|
|
|
| 118,443.00 |
Financial Symmetry Inc. |
Financial Symmetry Inc. |
|
5438 Wade Park Blvd |
Ste 310 |
Raleigh |
NC |
|
http://www.financialsymmetry.com |
1,540.63 |
|
0.00 |
8 |
|
|
https://www.facebook.com/financialsymmetry/ |
https://www.linkedin.com/company/financial-symmetry-inc-/ |
https://x.com/TEAMFSINC |
https://www.youtube.com/channel/UCw9vXJ3JyO-pHEcQ1p9O-Lw |
| 105,643.00 |
Financial Synergies |
Financial Synergies |
|
4400 Post Oak Pkwy |
Ste 200 |
Houston |
TX |
|
http://www.finsyn.com |
1,811.30 |
|
0.00 |
8 |
|
|
https://www.facebook.com/finsyn/ |
https://www.linkedin.com/company/financial-synergies-asset-management-inc-/ |
https://twitter.com/finsynhouston |
https://www.youtube.com/user/financialsynergies |
| 152,235.00 |
Florek Financial, LLC |
Florek Financial, LLC |
|
46 Railroad Ave |
Ste 201 |
Duxbury |
MA |
|
http://www.florekfinancial.com |
510.99 |
|
0.00 |
2 |
|
|
|
|
|
|
| 159,289.00 |
Focus Partners Wealth, LLC |
Focus Partners Wealth, LLC |
|
190 Carondelet Plz |
Ste 600 |
Saint Louis |
MO |
|
https://www.focuspartners.com |
181,862.00 |
|
0.00 |
347 |
|
|
https://www.facebook.com/FocusPartnersWealth/ |
http://www.linkedin.com/company/the-colony-group |
https://x.com/FocusPartnersW |
https://www.youtube.com/channel/UC1nM4DWiv4HPOiDvvYpedxQ |
| 146,759.00 |
Fort Point Capital Partners LLC |
Fort Point Capital Partners LLC |
|
275 Sacramento St |
Fl 8 |
San Francisco |
CA |
|
https://fortpointcap.com |
2,002.67 |
|
0.00 |
3 |
|
|
|
https://www.linkedin.com/company/fort-point-capital-partners/about/ |
|
|
| 106,905.00 |
Foster & Motley Inc |
Foster & Motley Inc |
|
7755 Montgomery Rd |
Ste 100 |
Cincinnati |
OH |
|
https://www.fosterandmotley.com |
2,936.49 |
|
0.00 |
8 |
|
|
https://www.facebook.com/fosterandmotley/ |
https://www.linkedin.com/company/foster-&-motley-inc-/ |
|
|
| 127,134.00 |
Foundation Wealth Management, LLC |
Foundation Wealth Management, LLC |
|
168 N Meramec Ave |
Ste 100 |
Saint Louis |
MO |
|
https://www.fwmria.com |
660.64 |
|
0.00 |
1 |
|
|
|
https://www.linkedin.com/company/foundation-wealth-management/ |
|
|
| 150,813.00 |
Fountainhead Financial, LLC |
Fountainhead Financial, LLC |
|
515 N State St |
Fl 14 |
Chicago |
IL |
|
http://www.fountainheadfinancial.us |
543.20 |
|
0.00 |
2 |
|
|
|
|
|
|
| 117,499.00 |
FPL Capital Management, LLC |
FPL Capital Management, LLC |
|
3525 N Causeway Blvd |
Ste 633 |
Metairie |
LA |
|
https://www.fplcapital.com |
1,082.66 |
|
0.00 |
1 |
|
|
https://www.facebook.com/FPL-Capital-Management-159728070832035/ |
https://www.linkedin.com/company/fpl-capital-management |
https://x.com/fplcapital?lang=en |
|
| 124,147.00 |
Frank, Rimerman Advisors LLC |
Frank, Rimerman Advisors LLC |
|
1801 Page Mill Rd |
|
Palo Alto |
CA |
|
https://www.frankrimerman.com/services-for-individuals/private-wealth-management |
3,399.03 |
|
0.00 |
0 |
|
|
|
|
|
|
| 114,465.00 |
Franklin, Parlapiano, Turner & Welch LLC |
Franklin, Parlapiano, Turner & Welch LLC |
|
15115 Park Row |
Ste 140 |
Houston |
TX |
|
http://www.fptwllc.com |
811.46 |
|
0.00 |
0 |
|
|
|
|
|
|
| 126,524.00 |
Frisch Financial Group, Inc. |
Frisch Financial Group, Inc. |
|
445 Broadhollow Rd |
Ste 215 |
Melville |
NY |
|
http://www.frischfinancial.com |
931.56 |
|
0.00 |
4 |
|
|
https://www.facebook.com/FrischFinancialGroup |
https://www.linkedin.com/company/frisch-financial-group-inc- |
|
|
| 145,322.00 |
Fulcrum Capital, LLC |
Fulcrum Capital, LLC |
|
800 5th Ave |
Ste 3800 |
Seattle |
WA |
|
http://www.fulcrumcapllc.com |
1,075.25 |
|
0.00 |
1 |
|
|
|
https://www.linkedin.com/company/fulcrum-capital-llc/ |
|
|
| 286,521.00 |
G2 Capital Management, LLC |
G2 Capital Management, LLC |
|
1600 W Lane Ave |
Ste 270 |
Columbus |
OH |
|
http://www.g2capital.net |
756.52 |
|
0.00 |
2 |
|
|
|
https://www.linkedin.com/company/g2-capital-management-llc/ |
|
|
| 107,218.00 |
Galecki Financial Management Inc |
Galecki Financial Management Inc |
|
7743 W Jefferson Blvd |
|
Fort Wayne |
IN |
|
http://galecki.com |
929.46 |
|
0.00 |
0 |
|
|
http://www.facebook.com/GaleckiFinancialManagement |
|
|
|
| 151,043.00 |
Garde Capital, Inc. |
Garde Capital, Inc. |
|
1301 5th Ave |
Ste 3030 |
Seattle |
WA |
|
http://www.gardecapital.com |
2,654.92 |
|
0.00 |
3 |
|
|
|
|
|
|
| 158,369.00 |
GenTrust |
GenTrust |
|
1450 Brickell Ave |
Ste 3050 |
Miami |
FL |
|
https://gentrustwm.com |
5,202.07 |
|
0.00 |
10 |
|
|
https://www.facebook.com/GenTrustPR/ |
https://www.linkedin.com/company/gentrust-llc/ |
https://x.com/gentrustwm |
|
| 171,670.00 |
Geometric Wealth Advisors, LLC |
Geometric Wealth Advisors, LLC |
|
620 A St NE |
|
Washington |
DC |
|
http://www.geometricadvisors.com |
1,330.41 |
|
0.00 |
2 |
|
|
|
https://www.linkedin.com/company/geometric-wealth-advisors/ |
|
|
| 120,039.00 |
Gerber, LLC |
Gerber, LLC |
|
580 N 4th St |
|
Columbus |
OH |
|
http://www.gerberclarity.com |
592.07 |
|
0.00 |
3 |
|
|
https://www.facebook.com/GerberLLC/ |
https://www.linkedin.com/company/gerber-llc/ |
https://x.com/GerberClarity |
https://www.youtube.com/user/gerberclarity |
| 148,836.00 |
Gibson Capital, LLC |
Gibson Capital, LLC |
|
6600 Brooktree Rd |
Ste 2200 |
Wexford |
PA |
|
http://www.gibsoncapital.com |
3,034.03 |
|
0.00 |
2 |
|
|
|
https://www.linkedin.com/company/gibson-capital-llc/about/ |
|
|
| 143,970.00 |
Gilman Hill Asset Management, LLC |
Gilman Hill Asset Management, LLC |
|
220 Elm St |
|
New Canaan |
CT |
|
https://www.gilmanhill.com |
1,244.13 |
|
0.00 |
0 |
|
|
|
|
|
|
| 151,478.00 |
Glassman Wealth Services, LLC |
Glassman Wealth Services, LLC |
|
8000 Towers Crescent Dr |
Ste 1450 |
Vienna |
VA |
|
http://www.glassmanwealth.com |
2,556.85 |
|
0.00 |
8 |
|
|
https://www.facebook.com/GlassmanWealth/ |
https://www.linkedin.com/company/glassman-wealth-services/ |
|
https://www.youtube.com/channel/UCRESehbhWNex2dwGfmHVxKw |
| 105,650.00 |
Godsey & Gibb Wealth Management |
Godsey & Gibb Wealth Management |
|
6806 Paragon Pl |
Ste 230 |
Richmond |
VA |
|
http://www.godseyandgibb.com |
1,560.59 |
|
0.00 |
6 |
|
|
|
|
|
|
| 44,402.00 |
Goelzer Investment Management |
Goelzer Investment Management |
|
10 E Main St |
Ste 110 |
Carmel |
IN |
|
http://www.goelzerinc.com |
4,510.92 |
|
0.00 |
10 |
|
|
https://www.facebook.com/Goelzer-Investment-Management-522030094611618/timeline/ |
|
|
|
| 114,637.00 |
Goodman Financial Corporation |
Goodman Financial Corporation |
|
5177 Richmond Ave |
Ste 700 |
Houston |
TX |
|
http://www.goodmanfinancial.com |
915.93 |
|
0.00 |
7 |
|
|
https://www.facebook.com/GoodmanFinancial/ |
https://www.linkedin.com/company/goodman-financial-corporation/ |
|
https://www.youtube.com/channel/UC0BXFP_wSz28QZ3BIlyPUxA |
| 113,098.00 |
Gould Asset Management LLC |
Gould Asset Management LLC |
|
341 W 1st St |
Ste 200 |
Claremont |
CA |
|
http://www.gouldasset.com |
1,034.49 |
|
0.00 |
1 |
|
|
|
|
|
|
| 132,137.00 |
Grand Wealth Management, LLC |
Grand Wealth Management, LLC |
|
333 Bridge St NW |
Ste 800 |
Grand Rapids |
MI |
|
https://www.grandwealth.com |
597.80 |
|
0.00 |
4 |
|
|
https://www.facebook.com/grandwealthmgmt |
https://www.linkedin.com/company/2217863/ |
|
|
| 127,357.00 |
Granite Group Advisors, LLC |
Granite Group Advisors, LLC |
|
1 Landmark Sq |
Ste 426 |
Stamford |
CT |
|
http://www.granitegroupadvisors.com |
829.61 |
|
0.00 |
1 |
|
|
http://www.facebook.com/GraniteGroup |
|
|
|
| 298,283.00 |
Graves Light Lenhart |
Graves Light Lenhart |
|
100 S Mason St |
Ste C |
Harrisonburg |
VA |
|
https://www.gllwealth.com |
1,234.03 |
|
0.00 |
3 |
|
|
|
|
|
|
| 128,547.00 |
Gray Private Wealth, LLC |
Gray Private Wealth, LLC |
|
150 Royall St |
Ste 102 |
Canton |
MA |
|
https://grayprivatewealth.com |
540.67 |
|
0.00 |
0 |
|
|
https://www.facebook.com/gggcpa |
https://www.linkedin.com/company/gray-equity-management-llc/about/ |
https://twitter.com/gggcpas |
|
| 299,598.00 |
Great Diamond Partners, LLC |
Great Diamond Partners, LLC |
|
22 Monument Sq |
Ste 300 |
Portland |
ME |
|
https://greatdiamondpartners.com |
804.06 |
|
0.00 |
1 |
|
|
https://www.facebook.com/Great-Diamond-Partners-727704101003931 |
https://www.linkedin.com/company/great-diamond-partners/ |
|
|
| 147,082.00 |
Great Point Wealth Advisors, LLC |
Great Point Wealth Advisors, LLC |
|
1 International Pl |
Ste 4520 |
Boston |
MA |
|
http://www.greatpointwealth.com |
725.76 |
|
0.00 |
2 |
|
|
|
https://www.linkedin.com/company/great-point-wealth-advisors-llc/ |
|
|
| 142,820.00 |
Greenwich Wealth Management, LLC |
Greenwich Wealth Management, LLC |
|
45 E Putnam Ave |
Ste 109 |
Greenwich |
CT |
|
http://www.greenwichwealth.com |
3,518.61 |
|
0.00 |
6 |
|
|
|
https://www.linkedin.com/company/greenwich-wealth-managment-llc/ |
|
|
| 108,668.00 |
Gresham Partners, LLC |
Gresham Partners, LLC |
|
333 W Wacker Dr |
Ste 700 |
Chicago |
IL |
|
http://www.greshampartners.com |
13,802.53 |
|
0.00 |
7 |
|
|
|
|
|
|
| 131,511.00 |
GSG Advisors LLC |
GSG Advisors LLC |
|
307 Fellowship Rd |
Ste 210 |
Mount Laurel |
NJ |
|
http://www.gsgadvisors.com |
862.32 |
|
0.00 |
1 |
|
|
|
|
|
|
| 108,400.00 |
Guyasuta Investment Advisors, Incorporated |
Guyasuta Investment Advisors, Incorporated |
|
285 Kappa Dr |
Ste 220 |
Pittsburgh |
PA |
|
https://www.guyasuta.com |
2,437.45 |
|
0.00 |
0 |
|
|
|
|
|
|
| 105,515.00 |
Halbert Hargrove |
Halbert Hargrove |
|
111 W Ocean Blvd |
Fl 23 |
Long Beach |
CA |
|
https://www.halberthargrove.com |
4,203.91 |
|
0.00 |
16 |
|
|
https://www.facebook.com/halberthargrove/ |
https://www.linkedin.com/company/halbert-hargrove/ |
https://twitter.com/hhadvisor |
https://www.youtube.com/channel/UCOspePccG7YQZBB-GUv12kg |
| 109,563.00 |
Halter Ferguson Financial Inc |
Halter Ferguson Financial Inc |
|
13080 Grand Blvd |
Ste 130 |
Carmel |
IN |
|
http://www.hffinancial.com |
704.95 |
|
0.00 |
0 |
|
|
|
https://www.linkedin.com/company/halter-ferguson-financial-inc/ |
|
https://www.youtube.com/nvstmnt |
| 144,534.00 |
Hamilton Point Investment Advisors, LLC |
Hamilton Point Investment Advisors, LLC |
|
1450 Environ Way |
|
Chapel Hill |
NC |
|
http://hamiltonpoint.com |
1,211.26 |
|
0.00 |
0 |
|
|
|
https://www.linkedin.com/company/3141488/ |
|
|
| 141,024.00 |
Hardy Reed, LLC |
Hardy Reed, LLC |
|
101 S Front St |
|
Tupelo |
MS |
|
http://hardyreed.com |
2,890.70 |
|
0.00 |
6 |
|
|
https://www.facebook.com/hardyreedllc |
https://www.linkedin.com/company/hardyreed/ |
|
|
| 140,518.00 |
HeadInvest |
HeadInvest |
|
7 Custom House St |
Fl 4 |
Portland |
ME |
|
https://headinvest.com |
891.84 |
|
0.00 |
1 |
|
|
|
|
|
|
| 300,273.00 |
Heartwood Wealth Advisors, LLC |
Heartwood Wealth Advisors, LLC |
|
9020 Stony Point Pkwy |
Ste 325 |
Richmond |
VA |
|
https://heartwoodva.com |
1,302.50 |
|
0.00 |
3 |
|
|
|
|
|
|
| 124,261.00 |
Heller Wealth Management |
Heller Wealth Management |
|
225 Broadhollow Rd |
Ste 215 |
Melville |
NY |
|
https://hellerwealthmanagement.com |
553.89 |
|
0.00 |
3 |
|
|
https://www.facebook.com/hwmgmt/ |
https://www.linkedin.com/company/hellerwealthmanagement/ |
https://x.com/hwmgmt |
https://www.youtube.com/@HellerWealthManagement |
| 105,510.00 |
Henry H. Armstrong Associates, Inc. |
Henry H. Armstrong Associates, Inc. |
|
420 Fort Duquesne Blvd |
Ste 1425 |
Pittsburgh |
PA |
|
http://www.henryarmstrong.com |
1,231.15 |
|
0.00 |
0 |
|
|
|
|
|
|
| 110,420.00 |
Heritage Investors Management Corp |
Heritage Investors Management Corp |
|
7101 Wisconsin Ave |
Ste 950 |
Bethesda |
MD |
|
https://heritageinvestors.com |
4,632.53 |
|
0.00 |
0 |
|
|
|
https://www.linkedin.com/company/heritage-investors-management |
|
|
| 137,484.00 |
Heritage Wealth Advisors |
Heritage Wealth Advisors |
|
919 E Main St |
Ste 950 |
Richmond |
VA |
|
http://www.heritagewealth.net |
4,567.54 |
|
0.00 |
5 |
|
|
|
https://www.linkedin.com/company/heritage-wealth-advisors/ |
|
|
| 305,768.00 |
High Note Wealth, LLC |
High Note Wealth, LLC |
|
18258 Minnetonka Blvd |
Ste 200 |
Wayzata |
MN |
|
https://highnotewealth.com |
683.47 |
|
0.00 |
0 |
|
|
https://www.facebook.com/HighNoteWealth/ |
https://www.linkedin.com/company/high-note-wealth/ |
|
|
| 145,323.00 |
HighTower Advisors, LLC |
HighTower Advisors, LLC |
|
200 W Madison St |
Ste 2500 |
Chicago |
IL |
|
https://www.hightoweradvisors.com |
198,577.00 |
|
0.00 |
369 |
|
|
https://www.facebook.com/HighTowerAdvisors/ |
https://www.linkedin.com/company/hightower_2/ |
https://x.com/HighTowerAdvsor |
https://www.youtube.com/user/HighTowerAdvisors/ |
| 145,521.00 |
Hollow Brook Wealth Management LLC |
Hollow Brook Wealth Management LLC |
|
152 Bedford Rd |
|
Katonah |
NY |
|
http://www.hollowbrookllc.com |
1,367.12 |
|
0.00 |
2 |
|
|
|
https://www.linkedin.com/company/hollow-brook-wealth-management-llc/ |
|
|
| 127,927.00 |
Hopwood Financial Services, Inc. |
Hopwood Financial Services, Inc. |
|
10740 Parkridge Blvd |
Ste 150 |
Reston |
VA |
|
http://www.hopwoodfinancial.com |
750.25 |
|
0.00 |
4 |
|
|
|
https://www.linkedin.com/company/hopwood-financial-services |
|
|
| 104,627.00 |
Howe and Rusling, Inc. |
Howe and Rusling, Inc. |
|
165 Culver Rd |
Ste 100 |
Rochester |
NY |
|
http://www.howeandrusling.com |
2,435.23 |
|
0.00 |
6 |
|
|
https://www.youtube.com/channel/UCVf-Kt0NDhZIsetQtTcUSZQ?view_as=subscriber |
https://www.linkedin.com/company/howe-&-rusling-inc./ |
https://twitter.com/howeandrusling |
https://www.youtube.com/channel/UCVf-Kt0NDhZIsetQtTcUSZQ?view_as=subscriber |
| 108,614.00 |
HTG Investment Advisors Inc |
HTG Investment Advisors Inc |
|
50 Locust Ave |
|
New Canaan |
CT |
|
https://www.htgadvisors.com |
1,113.62 |
|
0.00 |
6 |
|
|
https://www.facebook.com/htgadvisors/ |
https://www.linkedin.com/company/htg-investment-advisors-inc-/ |
|
|
| 301,819.00 |
IEQ Capital, LLC |
IEQ Capital, LLC |
|
950 Tower Ln |
Ste 700 |
San Mateo |
CA |
|
http://www.ieqcapital.com |
56,765.63 |
|
0.00 |
11 |
|
|
|
https://www.linkedin.com/company/ieqcapital/ |
|
|
| 172,329.00 |
IFG Advisors, LLC |
IFG Advisors, LLC |
|
10560 Old Olive Street Rd |
Ste 250 |
Saint Louis |
MO |
|
http://ifgadvisors.com |
1,030.00 |
|
0.00 |
6 |
|
|
|
|
|
|
| 144,811.00 |
Independent Family Office, LLC |
Independent Family Office, LLC |
|
677 Broadway |
Fl 7 |
Albany |
NY |
|
|
760.10 |
|
0.00 |
0 |
|
|
|
https://www.linkedin.com/company/independent-family-office-llc/ |
|
|
| 111,336.00 |
Integris Wealth Management, LLC |
Integris Wealth Management, LLC |
|
435 Washington St |
Ste A |
Monterey |
CA |
|
http://www.integriswealth.com |
811.95 |
|
0.00 |
4 |
|
|
|
https://www.linkedin.com/company/18142097/ |
|
|
| 299,589.00 |
Intelligence Driven Advisers, LLC |
Intelligence Driven Advisers, LLC |
|
2792 Gateway Rd |
|
Carlsbad |
CA |
|
https://www.idawealth.com |
881.93 |
|
0.00 |
8 |
|
|
https://www.facebook.com/IntelligenceDrivenAdvisers/ |
https://www.linkedin.com/company/idawealth/ |
|
https://www.youtube.com/channel/UC_uyRpMCu6GIpq_YiwL_Ibw |
| 108,516.00 |
Intrepid Capital Management Inc |
Intrepid Capital Management Inc |
|
1400 Marsh Landing Pkwy |
Ste 106 |
Jacksonville Beach |
FL |
|
http://www.intrepidcapital.net |
1,623.80 |
|
0.00 |
0 |
|
|
|
https://www.linkedin.com/company/intrepidcapital/ |
https://twitter.com/INTREPIDCAPITAL |
|
| 110,623.00 |
Ironwood Investment Counsel, LLC |
Ironwood Investment Counsel, LLC |
|
6263 N Scottsdale Rd |
Ste 200 |
Scottsdale |
AZ |
|
http://ironwoodic.com |
1,757.39 |
|
0.00 |
3 |
|
|
|
https://www.linkedin.com/company/ironwood-investment-counsel |
|
|
| 171,279.00 |
Isthmus Partners, LLC |
Isthmus Partners, LLC |
|
1 S Pinckney St |
Ste 800 |
Madison |
WI |
|
http://www.isthmuspartnersllc.com |
1,438.53 |
|
0.00 |
1 |
|
|
|
https://www.linkedin.com/company/isthmus-partners-llc/ |
|
|
| 284,560.00 |
ISTO Advisors, LLC |
ISTO Advisors, LLC |
|
2150 Butterfield Dr |
Ste 220 |
Troy |
MI |
|
http://www.istoadvisors.com |
1,064.50 |
|
0.00 |
6 |
|
|
|
|
|
|
| 136,314.00 |
IWP Wealth Management LLC |
IWP Wealth Management LLC |
|
2719 E 3rd Ave |
|
Denver |
CO |
|
https://iwpfo.com |
4,317.87 |
|
0.00 |
0 |
|
|
|
https://www.linkedin.com/company/iwp-wealth/ |
|
|
| 285,978.00 |
Jackson Hole Capital Partners, LLC |
Jackson Hole Capital Partners, LLC |
|
110 S Elgin Ave |
Ste 510 |
Tulsa |
OK |
|
http://www.jhc-partners.com |
1,090.45 |
|
0.00 |
0 |
|
|
|
https://www.linkedin.com/company/jackson-hole-capital-partners/about/ |
|
|
| 108,156.00 |
Jackson, Grant Investment Advisers, Inc. |
Jackson, Grant Investment Advisers, Inc. |
|
2 High Ridge Park |
|
Stamford |
CT |
|
http://www.jacksongrant.us |
577.68 |
|
0.00 |
0 |
|
|
|
https://www.linkedin.com/company/jackson-grant-investment-advisers-inc-/ |
|
|
| 125,101.00 |
JFG Family Office |
JFG Family Office |
|
1144 15th St |
Ste 3950 |
Denver |
CO |
|
https://jfgfamilyoffice.com |
4,529.11 |
|
0.00 |
10 |
|
|
|
https://www.linkedin.com/company/jfgfamilyoffice/ |
|
|
| 110,302.00 |
JMG Financial Group Ltd |
JMG Financial Group Ltd |
|
2001 Butterfield Rd |
Ste 1400 |
Downers Grove |
IL |
|
http://jmgfinancial.com |
7,500.13 |
|
0.00 |
22 |
|
|
|
https://www.linkedin.com/company/452192 |
https://x.com/jmgfin |
|
| 152,450.00 |
Joel Isaacson & Co., LLC |
Joel Isaacson & Co., LLC |
|
546 5th Ave |
|
New York |
NY |
|
http://www.joelisaacson.com |
9,323.57 |
|
0.00 |
4 |
|
|
|
https://www.linkedin.com/company/joel-isaacson-&-co.-llc/ |
|
|
| 117,054.00 |
Johnson Investment Counsel, Inc. |
Johnson Investment Counsel, Inc. |
|
3777 W Fork Rd |
|
Cincinnati |
OH |
|
http://www.johnsoninv.com |
22,984.96 |
|
0.00 |
34 |
|
|
https://www.facebook.com/johnsoninv/ |
https://www.linkedin.com/company/johnson-investment-counsel/ |
|
https://www.youtube.com/channel/UC8tUTojz9YTUz0ox8Vhp2VA/featured |
| 124,018.00 |
JVL Wealth Strategies |
JVL Wealth Strategies |
|
1657 Gezon Pkwy SW |
Ste C |
Wyoming |
MI |
|
http://www.jvlwealth.com |
784.40 |
|
0.00 |
1 |
|
|
|
https://www.linkedin.com/company/jvl-wealth-strategies/ |
|
|
| 107,727.00 |
Kelman Lazarov Inc |
Kelman Lazarov Inc |
|
5100 Poplar Ave |
Ste 2805 |
Memphis |
TN |
|
http://www.kelman-lazarov.com |
894.60 |
|
0.00 |
8 |
|
|
|
https://www.linkedin.com/company/kelman-lazarov-inc./about/ |
|
|
| 134,740.00 |
Kendall Capital Management |
Kendall Capital Management |
|
2000 Tower Oaks Blvd |
Ste 240 |
Rockville |
MD |
|
http://www.kendallcapital.com |
743.86 |
|
0.00 |
3 |
|
|
https://www.facebook.com/Kendall-Capital-172208776442/timeline/ |
https://www.linkedin.com/company/kendall-capital/ |
https://x.com/KendallCapital |
https://www.youtube.com/channel/UCTZUzNiAZaxSUIxBVBVM45Q |
| 125,618.00 |
Klingman and Associates, LLC |
Klingman and Associates, LLC |
|
120 W 45th St |
Ste 3800 |
New York |
NY |
|
http://www.klingmanria.com |
5,664.69 |
|
0.00 |
7 |
|
|
https://www.facebook.com/klingmanandAssociates |
|
https://twitter.com/GerardKlingman |
https://www.youtube.com/channel/UCFqVlEaE97jugGqELAJ6mUg/videos |
| 110,347.00 |
Knightsbridge Wealth Management |
Knightsbridge Wealth Management |
|
450 Newport Center Dr |
Ste 630 |
Newport Beach |
CA |
|
http://www.knightsb.com |
1,118.50 |
|
0.00 |
3 |
|
|
|
https://www.linkedin.com/company/knightsbridge-asset-management-llc/ |
|
|
| 111,855.00 |
Koss-Olinger Consulting, LLC. |
Koss-Olinger Consulting, LLC. |
|
2700 NW 43rd St |
Ste A |
Gainesville |
FL |
|
http://www.kossolinger.com |
2,228.86 |
|
0.00 |
7 |
|
|
https://www.facebook.com/kossolinger/ |
https://www.linkedin.com/company/kossolinger/ |
|
|
| 309,056.00 |
Kreitler Financial LLC |
Kreitler Financial LLC |
|
265 Church St |
Ste 501 |
New Haven |
CT |
|
https://www.kreitlerfinancial.com |
584.90 |
|
0.00 |
2 |
|
|
|
https://www.linkedin.com/company/kreitler-financial-llc/ |
|
|
| 107,475.00 |
Kutscher Benner Barsness & Stevens, Inc. |
Kutscher Benner Barsness & Stevens, Inc. |
|
1201 Western Ave |
Ste 600 |
Seattle |
WA |
|
http://www.kbbsfinancial.com |
627.79 |
|
0.00 |
0 |
|
|
|
https://www.linkedin.com/company/kutscher-rhodes-&-benner-inc./ |
|
|
| 172,688.00 |
L2 Asset Management, LLC |
L2 Asset Management, LLC |
|
66 Glezen Ln |
|
Wayland |
MA |
|
https://www.l2asset.com |
1,270.83 |
|
0.00 |
0 |
|
|
|
|
|
|
| 22,471.00 |
Lafayette Investments, Inc. |
Lafayette Investments, Inc. |
|
17830 New Hampshire Ave |
Ste 201 |
Ashton |
MD |
|
http://www.lafayetteinvestments.com |
942.84 |
|
0.00 |
3 |
|
|
|
|
|
|
| 168,831.00 |
LaFleur & Godfrey Private Wealth Management |
LaFleur & Godfrey Private Wealth Management |
|
625 Kenmoor Ave SE |
Ste 209 |
Grand Rapids |
MI |
|
http://www.lafleurgodfrey.com |
1,016.43 |
|
0.00 |
1 |
|
|
|
https://www.linkedin.com/company/7305361/ |
|
|
| 277,149.00 |
Leading Edge Financial Planning LLC |
Leading Edge Financial Planning LLC |
|
6921 Office Park Cir |
|
Knoxville |
TN |
|
http://www.leadingedgeplanning.com |
521.78 |
|
0.00 |
1 |
|
|
https://www.facebook.com/LeadingEdgePlanning/ |
https://www.linkedin.com/company/leadingedgeplanning |
|
https://www.youtube.com/channel/UC5LoL8rW7jAZwe3fsvUpN3Q/featured |
| 139,830.00 |
Legacy Advisors, LLC |
Legacy Advisors, LLC |
|
5 Apollo Rd |
Ste 100 |
Plymouth Meeting |
PA |
|
http://www.legacyadvice.com |
5,168.72 |
|
0.00 |
10 |
|
|
|
|
|
|
| 111,436.00 |
Legacy Capital Group California, Inc. |
Legacy Capital Group California, Inc. |
|
459 Monterey Ave |
Ste 100 |
Los Gatos |
CA |
|
http://www.lcgca.com |
535.73 |
|
0.00 |
1 |
|
|
|
https://www.linkedin.com/company/legacy-capital-group-california/ |
|
https://www.youtube.com/channel/UCzrcNWpqmrCUBgEsH5G8WGQ |
| 305,002.00 |
LGG Financial |
LGG Financial |
|
7200 Wisconsin Ave |
Ste 300 |
Bethesda |
MD |
|
|
563.88 |
|
0.00 |
2 |
|
|
|
|
|
|
| 286,001.00 |
Liberty Wealth Management, LLC |
Liberty Wealth Management, LLC |
|
411 30th St |
Fl 2 |
Oakland |
CA |
|
http://www.libertygroupllc.com |
1,725.38 |
|
0.00 |
16 |
|
|
https://www.facebook.com/libertygroupllc/ |
https://www.linkedin.com/company/liberty-group-llc/ |
https://x.com/libertygrpllc |
https://www.youtube.com/channel/UCDGVSwWnKgGiXOfSoRZkFPA |
| 297,904.00 |
Live Oak Private Wealth, LLC |
Live Oak Private Wealth, LLC |
|
1741 Tiburon Dr |
|
Wilmington |
NC |
|
https://www.liveoakprivatewealth.com |
1,320.40 |
|
0.00 |
3 |
|
|
https://www.facebook.com/LiveOakPrivateWealth/ |
https://www.linkedin.com/company/live-oak-private-wealth/ |
https://x.com/LOPrivateWealth |
|
| 107,341.00 |
LNW |
LNW |
|
801 2Nd Ave |
Ste 1600 |
Seattle |
WA |
|
https://lnwadvisors.com |
12,183.77 |
|
0.00 |
25 |
|
|
|
https://www.linkedin.com/company/lnwadvisors/ |
|
|
| 107,638.00 |
Lodestar Private Asset Management LLC |
Lodestar Private Asset Management LLC |
|
3201 Danville Blvd |
Ste 275 |
Alamo |
CA |
|
https://www.lodestarpam.com |
1,341.31 |
|
0.00 |
5 |
|
|
https://www.facebook.com/Lodestar-Private-Asset-Management-LLC-103223403076892/ |
|
|
|
| 107,153.00 |
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP |
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP |
|
230 Congress St |
|
Boston |
MA |
|
http://www.lwcotrust.com |
12,835.55 |
|
0.00 |
2 |
|
|
|
https://www.linkedin.com/company/loring-wolcott-&-coolidge/ |
|
|
| 118,923.00 |
Lountzis Asset Management, LLC |
Lountzis Asset Management, LLC |
|
60 Commerce Dr |
|
Reading |
PA |
|
https://www.lountzis.com |
624.14 |
|
0.00 |
0 |
|
|
|
https://www.linkedin.com/company/lountzis-asset-management-llc/ |
|
|
| 111,039.00 |
LVM Capital Management Ltd |
LVM Capital Management Ltd |
|
7840 Moorsbridge Rd |
|
Portage |
MI |
|
http://www.lvmcapital.com |
1,314.45 |
|
0.00 |
5 |
|
|
|
https://www.linkedin.com/company/lvm-capital-management/ |
|
|
| 283,521.00 |
Lyell Wealth Management LP |
Lyell Wealth Management LP |
|
3000 Sand Hill Rd |
Ste 135 |
Menlo Park |
CA |
|
https://lyellwealth.com |
1,647.08 |
|
0.00 |
0 |
|
|
|
|
|
|
| 114,629.00 |
Main Street Research LLC |
Main Street Research LLC |
|
342 Main St |
|
Lakeville |
CT |
|
http://ms-research.com |
2,681.88 |
|
0.00 |
4 |
|
|
https://www.facebook.com/MainStreetResearch |
https://www.linkedin.com/company/main-street-research/ |
https://x.com/MAINSTREETRIA |
https://www.youtube.com/channel/UCAhWEuanmTs_6WEQgbPDq0g |
| 119,416.00 |
Marathon Capital Management |
Marathon Capital Management |
|
4 N Park Dr |
Ste 106 |
Cockeysville |
MD |
|
http://www.insidemarathon.com |
790.13 |
|
0.00 |
0 |
|
|
|
|
|
|
| 297,388.00 |
MarsJewett Financial Group |
MarsJewett Financial Group |
|
11235 SE 6th St |
Ste 110 |
Bellevue |
WA |
|
https://www.marsjewett.com |
901.42 |
|
0.00 |
4 |
|
|
|
|
|
|
| 107,722.00 |
Maslow Wealth Advisors |
Maslow Wealth Advisors |
|
1601 S MO Pac Expy |
Ste 125D |
Austin |
TX |
|
https://www.maslow-wealth.com |
2,843.26 |
|
0.00 |
8 |
|
|
https://www.facebook.com/people/maslow-wealth-advisors/61556349686072/ |
https://www.linkedin.com/company/maslow-wealth-advisors/about/ |
http://www.twitter.com/DB_PWM |
|
| 111,113.00 |
Mason Investment Advisory Services Inc |
Mason Investment Advisory Services Inc |
|
11921 Freedom Dr |
Ste 1000 |
Reston |
VA |
|
http://www.masoncompanies.com |
15,671.43 |
|
0.00 |
20 |
|
|
|
https://www.linkedin.com/company/mason-investment-advisory-services/ |
https://x.com/masoninvests |
|
| 107,408.00 |
Matrix Asset Advisors Inc |
Matrix Asset Advisors Inc |
|
10 Bank St |
Ste 590 |
White Plains |
NY |
|
http://www.matrixassetadvisors.com |
1,397.52 |
|
0.00 |
1 |
|
|
|
https://www.linkedin.com/company/matrix-asset-advisors-inc/ |
|
|
| 122,480.00 |
Matson Financial Advisors, Inc. |
Matson Financial Advisors, Inc. |
|
4 Mountainview Ter |
Ste 104 |
Danbury |
CT |
|
http://www.matsonfinancialadvisors.com |
518.85 |
|
0.00 |
1 |
|
|
|
https://www.linkedin.com/company/matson-financial-advisors-inc |
|
|
| 288,215.00 |
Mayport Wealth Management |
Mayport Wealth Management |
|
300 Washington St |
Ste 814 |
Newton |
MA |
|
http://www.mayport.com |
694.90 |
|
0.00 |
2 |
|
|
|
https://www.linkedin.com/company/mayport/ |
|
|
| 305,176.00 |
MBL Advisors |
MBL Advisors |
|
301 S McDowell St |
Ste 1100 |
Charlotte |
NC |
|
https://mbl-advisors.com |
1,422.86 |
|
0.00 |
3 |
|
|
|
https://www.linkedin.com/company/mbl-advisors-inc-a-mccoll-bros-lockwood-company/ |
|
|
| 135,184.00 |
McKinley Carter Wealth Services, Inc. |
McKinley Carter Wealth Services, Inc. |
|
2100 Market St |
|
Wheeling |
WV |
|
https://mckinleycarter.com |
2,306.28 |
|
0.00 |
5 |
|
|
https://www.facebook.com/McKinleyCarterWealthServices/ |
https://www.linkedin.com/company/mckinley-carter/ |
https://x.com/MCKINLEYCARTER |
https://www.youtube.com/channel/UCNoKgYudMEy8T0JbaHxhoZg |
| 104,567.00 |
McRae Capital Management Inc. |
McRae Capital Management Inc. |
|
230 Madison Ave |
|
Morristown |
NJ |
|
http://www.mcraecapital.com |
795.02 |
|
0.00 |
0 |
|
|
https://www.facebook.com/McRaeCapitalManagement/ |
https://www.linkedin.com/company/mcrae-capital-management/ |
https://x.com/MCRAECAPITAL |
|
| 281,969.00 |
Meridian Financial Partners LLC |
Meridian Financial Partners LLC |
|
39 S 4th St |
|
Warrenton |
VA |
|
https://meridianfinancialpartners.com |
627.59 |
|
0.00 |
3 |
|
|
https://www.facebook.com/MeridianFinanicalPartners |
https://www.linkedin.com/company/meridian-financial-partners/ |
https://x.com/meridianFP |
https://www.youtube.com/channel/UC8eF0WxEHy-xP69WqOP-mqw |
| 282,609.00 |
Meridian Wealth Advisors, LLC |
Meridian Wealth Advisors, LLC |
|
3600 N Capital of Texas Hwy |
Ste 150 |
Austin |
TX |
|
http://www.meridianadvisors.com |
1,737.91 |
|
0.00 |
7 |
|
|
|
https://www.linkedin.com/company/meridian-wealth-advisors-llc/ |
https://twitter.com/MERIDIAN_WEALTH |
|
| 283,439.00 |
Milestone Financial Planning, LLC |
Milestone Financial Planning, LLC |
|
3 Executive Park Dr |
Ste 200 |
Bedford |
NH |
|
http://www.milestonefinancialplanning.com |
590.29 |
|
0.00 |
7 |
|
|
https://www.facebook.com/milestonefinancialplanning/ |
https://www.linkedin.com/company/27204866/ |
https://x.com/MILESTONEFP |
|
| 168,429.00 |
Milestone Investment Advisors, LLC |
Milestone Investment Advisors, LLC |
|
6702 Stonefield Rd |
Ste 201 |
Middleton |
WI |
|
http://milestoneia.com |
877.60 |
|
0.00 |
3 |
|
|
|
|
|
|
| 141,470.00 |
Mill Creek Capital Advisors, LLC |
Mill Creek Capital Advisors, LLC |
|
161 Washington St |
Ste 1500 |
Conshohocken |
PA |
|
http://www.millcreekcap.com |
10,468.67 |
|
0.00 |
14 |
|
|
|
https://www.linkedin.com/company/mill-creek-capital-advisors-llc/ |
|
|
| 108,380.00 |
Miller Investment Management, LP |
Miller Investment Management, LP |
|
1 Tower Brg |
Ste 1400 |
Conshohocken |
PA |
|
http://www.millerinv.com |
7,104.86 |
|
0.00 |
1 |
|
|
|
|
|
|
| 108,637.00 |
MIO Partners, Inc. |
MIO Partners, Inc. |
|
630 5th Ave |
Fl 37 |
New York |
NY |
|
https://www.miopartners.com |
59,588.22 |
|
0.00 |
5 |
|
|
|
https://www.linkedin.com/company/mio-partners-inc./ |
|
|
| 151,514.00 |
Mission Creek Capital Partners, Inc. |
Mission Creek Capital Partners, Inc. |
|
101 Mission St |
Ste 1750 |
San Francisco |
CA |
|
http://www.missioncreekcap.com |
741.64 |
|
0.00 |
2 |
|
|
https://www.facebook.com/MissionCreekCapitalPartners |
https://www.linkedin.com/company/mission-creek-capital-partners-inc/ |
https://x.com/missioncreekcap |
|
| 113,057.00 |
Mission Wealth Management, LP |
Mission Wealth Management, LP |
|
1111 Chapala St |
Fl 3 |
Santa Barbara |
CA |
|
https://missionwealth.com |
13,912.13 |
|
0.00 |
59 |
|
|
https://www.facebook.com/MissionWealth/ |
https://www.linkedin.com/company/missionwealth |
https://x.com/missionwealth |
https://www.youtube.com/channel/UCSHJrmtqyj_jAFEcUB8Vujg |
| 144,994.00 |
MKD Wealth |
MKD Wealth |
|
1301 W Long Lake Rd |
Ste 210 |
Troy |
MI |
|
https://mkdwealth.com |
505.70 |
|
0.00 |
5 |
|
|
https://www.facebook.com/MKD-Wealth-Coaches-103276575157580 |
https://www.linkedin.com/company/mkd-wealth-coaches/ |
https://x.com/mkdwealthcoach |
https://www.youtube.com/@mkdwealthcoaches3473 |
| 155,649.00 |
Modera Wealth Management, LLC |
Modera Wealth Management, LLC |
|
56 Jefferson Ave |
Fl 2 |
Westwood |
NJ |
|
http://www.moderawealth.com |
15,510.48 |
|
0.00 |
61 |
|
|
https://www.facebook.com/ModeraFinancialPlanning/ |
https://www.linkedin.com/company/modera-wealth-management/ |
|
https://www.youtube.com/channel/UCcdnRYaxRUWTGSGHcLUUqGw |
| 104,727.00 |
Moneta Group Investment Advisors, LLC |
Moneta Group Investment Advisors, LLC |
|
190 Carondelet Plz |
Ste 1200 |
Saint Louis |
MO |
|
http://www.monetagroup.com |
50,536.19 |
|
0.00 |
143 |
|
|
https://www.facebook.com/MonetaGroup/ |
https://www.linkedin.com/company/moneta-group/ |
https://x.com/monetagroup |
|
| 173,949.00 |
Monograph Wealth Advisors, LLC |
Monograph Wealth Advisors, LLC |
|
1230 Rosecrans Ave |
Ste 425 |
Manhattan Beach |
CA |
|
http://monographwealth.com |
3,247.94 |
|
0.00 |
1 |
|
|
|
|
|
|
| 163,986.00 |
Montis Financial, LLC |
Montis Financial, LLC |
|
230 3rd Ave |
Ste 5 |
Waltham |
MA |
|
http://www.montisfinancial.com |
1,258.93 |
|
0.00 |
8 |
|
|
|
|
|
|
| 111,908.00 |
Monument Group Wealth Advisors, LLC |
Monument Group Wealth Advisors, LLC |
|
801 Main St |
Ste 14 |
Concord |
MA |
|
http://www.monumentgroupwealth.com |
678.88 |
|
0.00 |
1 |
|
|
|
|
|
|
| 283,549.00 |
Moody, Lynn, Lieberson & Walker, LLC |
Moody, Lynn, Lieberson & Walker, LLC |
|
1 Beacon St |
|
Boston |
MA |
|
https://www.moodylynn.com |
2,410.56 |
|
0.00 |
0 |
|
|
|
https://www.linkedin.com/company/moody-lynn-lieberson-walker-llc/ |
|
|
| 111,819.00 |
Morling Financial Advisors, LLC |
Morling Financial Advisors, LLC |
|
39355 California St |
Ste 201A |
Fremont |
CA |
|
http://www.morlingfinancialadvisors.com |
1,047.05 |
|
0.00 |
11 |
|
|
|
https://www.linkedin.com/company/morling-financial-advisors/ |
|
|
| 141,250.00 |
Morton Wealth |
Morton Wealth |
|
27200 Agoura Rd |
Ste 200 |
Agoura Hills |
CA |
|
https://www.mortonwealth.com |
3,465.65 |
|
0.00 |
14 |
|
|
https://www.facebook.com/mortonwealth |
https://www.linkedin.com/company/mortonwealth/ |
|
https://www.youtube.com/channel/UClxz_9Jl9lW8lDwJ6qsOMHw |
| 164,913.00 |
Mosaic Advisors |
Mosaic Advisors |
|
3773 Richmond Ave |
Ste 700 |
Houston |
TX |
|
http://www.mosaicadvisors.com |
580.50 |
|
0.00 |
1 |
|
|
https://www.facebook.com/mosaicfamilyoffice/ |
|
|
|
| 118,366.00 |
Mowery & Schoenfeld Wealth Management, LLC |
Mowery & Schoenfeld Wealth Management, LLC |
|
475 Half Day Rd |
Ste 500 |
Lincolnshire |
IL |
|
https://www.msllc.com |
524.40 |
|
0.00 |
4 |
|
|
https://www.facebook.com/pages/Mowery-Schoenfeld-LLC/207661205942842 |
https://www.linkedin.com/company/msllccpas/ |
|
https://www.youtube.com/channel/UCFaW4HJCZff85j6c9nNqxHw |
| 134,436.00 |
myCIO Wealth Partners, LLC |
myCIO Wealth Partners, LLC |
|
2929 Walnut St |
Ste 1200 |
Philadelphia |
PA |
|
http://www.myciowp.com |
15,780.80 |
|
0.00 |
1 |
|
|
|
|
|
|
| 109,432.00 |
NavPoint Financial, Inc. |
NavPoint Financial, Inc. |
|
16180 Hastings Ave SE |
Ste 301 |
Prior Lake |
MN |
|
https://www.navpoint-financial.com |
752.15 |
|
0.00 |
0 |
|
|
|
|
|
|
| 151,109.00 |
NCM Capital Management, LLC |
NCM Capital Management, LLC |
|
180 E Main St |
|
Ramsey |
NJ |
|
http://www.ncmcapitalmgmt.com |
539.44 |
|
0.00 |
3 |
|
|
|
https://www.linkedin.com/company/ncm-capital-management/ |
|
https://www.youtube.com/@ncmcapitalmanagement3174 |
| 112,182.00 |
Neumann Capital Management |
Neumann Capital Management |
|
303 Vintage Park Dr |
Ste 100 |
San Mateo |
CA |
|
http://neumanncapital.com |
630.28 |
|
0.00 |
3 |
|
|
|
|
|
|
| 131,658.00 |
New Capital Management, LP |
New Capital Management, LP |
|
3355 W Alabama St |
Ste 275 |
Houston |
TX |
|
http://www.newcapitalmgmt.com |
533.52 |
|
0.00 |
1 |
|
|
|
|
|
|
| 133,790.00 |
New England Private Wealth Advisors, LLC |
New England Private Wealth Advisors, LLC |
|
36 Washington St |
Ste 280 |
Wellesley Hills |
MA |
|
http://www.nepwealth.com |
5,088.19 |
|
0.00 |
6 |
|
|
https://www.facebook.com/people/New-England-Private-Wealth-Advisors-LLC/61577617100150/ |
https://www.linkedin.com/company/new-england-private-wealth-advisors/ |
|
|
| 121,088.00 |
Northern Financial Advisors, Inc |
Northern Financial Advisors, Inc |
|
74 E Long Lake Rd |
Ste 200 |
Bloomfield Hills |
MI |
|
http://www.northernfinancialadvisors.com |
684.01 |
|
0.00 |
3 |
|
|
|
https://www.linkedin.com/company/870820/ |
|
|
| 106,805.00 |
Northwest Financial Services Inc |
Northwest Financial Services Inc |
|
9333 N Meridian St |
Ste 300 |
Indianapolis |
IN |
|
http://www.northwestfinancial.net |
551.41 |
|
0.00 |
0 |
|
|
|
|
|
|
| 117,949.00 |
Novare Capital Management |
Novare Capital Management |
|
521 E Morehead St |
Ste 510 |
Charlotte |
NC |
|
http://novarecapital.com |
1,917.14 |
|
0.00 |
6 |
|
|
https://www.facebook.com/NovareCapitalManagement/ |
https://www.linkedin.com/company/novare-capital-management |
|
|
| 104,683.00 |
NPF Investment Advisors |
NPF Investment Advisors |
|
40 Pearl St NW |
Ste 500 |
Grand Rapids |
MI |
|
http://www.npfinvest.com |
2,691.12 |
|
0.00 |
6 |
|
|
https://www.facebook.com/npfinvest |
https://www.linkedin.com/company/norris-perne-&-french-llp/ |
https://x.com/npfinvest |
|
| 132,481.00 |
O'Rourke & Company, Incorporated |
O'Rourke & Company, Incorporated |
|
84 State St |
Ste 840 |
Boston |
MA |
|
|
555.07 |
|
0.00 |
2 |
|
|
|
|
|
|
| 141,332.00 |
Oak Family Advisors, LLC |
Oak Family Advisors, LLC |
|
150 N Wacker Dr |
Ste 1760 |
Chicago |
IL |
|
https://www.ofallc.com |
621.00 |
|
0.00 |
0 |
|
|
|
|
|
|
| 112,337.00 |
Oakmont Corporation |
Oakmont Corporation |
|
515 S Flower St |
Ste 4150 |
Los Angeles |
CA |
|
|
2,217.46 |
|
0.00 |
0 |
|
|
|
|
|
|
| 109,993.00 |
Oarsman Capital, Inc |
Oarsman Capital, Inc |
|
790 N Water St |
Ste 1850 |
Milwaukee |
WI |
|
http://www.oarsman.net |
1,166.99 |
|
0.00 |
6 |
|
|
|
|
|
|
| 105,707.00 |
Ogorek Wealth Management, LLC |
Ogorek Wealth Management, LLC |
|
6400-6500 Sheridan Dr |
Ste 132 |
Buffalo |
NY |
|
http://www.ogorek.com |
558.90 |
|
0.00 |
2 |
|
|
https://www.facebook.com/ogorek-wealth-management-llc-482535365120560/ |
https://www.linkedin.com/company/ogorek-wealth-management-llc/ |
|
|
| 154,804.00 |
Old Peak Finance |
Old Peak Finance |
|
100 Europa Dr |
Ste 410 |
Chapel Hill |
NC |
|
https://oldpeakfinance.com |
714.05 |
|
0.00 |
4 |
|
|
|
https://www.linkedin.com/company/old-peak-finance/ |
|
|
| 169,588.00 |
Oliver Luxxe Assets LLC |
Oliver Luxxe Assets LLC |
|
10 Lackawanna Ave |
Ste 9 |
Gladstone |
NJ |
|
http://www.oliverluxxe.com |
981.93 |
|
0.00 |
1 |
|
|
|
https://www.linkedin.com/company/oliverluxxeassets/ |
|
|
| 286,635.00 |
One Charles Private Wealth |
One Charles Private Wealth |
|
99 Derby St |
Ste 101 |
Hingham |
MA |
|
https://ocpws.com |
1,094.63 |
|
0.00 |
2 |
|
|
|
https://www.linkedin.com/company/one-charles-private-wealth/about/ |
|
|
| 170,910.00 |
One Wealth Advisors, LLC |
One Wealth Advisors, LLC |
|
766 Valencia St |
Fl 2 |
San Francisco |
CA |
|
http://www.onewealth.net |
1,252.46 |
|
0.00 |
0 |
|
|
|
|
|
|
| 134,881.00 |
Onyx Financial Advisors, LLC |
Onyx Financial Advisors, LLC |
|
2400 E 25th St |
|
Idaho Falls |
ID |
|
https://www.onyxfinancial.com |
506.44 |
|
0.00 |
3 |
|
|
https://www.facebook.com/onyxfinancial/ |
|
|
|
| 287,465.00 |
Operose Advisors LLC |
Operose Advisors LLC |
|
731 N Water St |
Ste 790 |
Milwaukee |
WI |
|
https://www.operoseadvisors.com |
2,038.16 |
|
0.00 |
1 |
|
|
|
https://www.linkedin.com/company/operose-partners/ |
|
|
| 299,965.00 |
Optas, LLC |
Optas, LLC |
|
15431 Fitzhugh Rd |
Ste 203 |
Dripping Springs |
TX |
|
https://www.optascapital.com |
881.91 |
|
0.00 |
1 |
|
|
|
https://www.linkedin.com/company/optascapital |
https://x.com/optascapital |
|
| 106,528.00 |
Opus Capital Management |
Opus Capital Management |
|
221 E 4th St |
Ste 2700 |
Cincinnati |
OH |
|
https://www.opus.capital |
1,513.49 |
|
0.00 |
0 |
|
|
https://www.facebook.com/opuscapitalmgmt |
https://www.linkedin.com/company/opus-capital-management/ |
https://twitter.com/opuscapitalmgmt |
https://www.youtube.com/channel/UCgeIMZJEWjKCgX7Z-8QqtlQ |
| 108,100.00 |
Osborne Partners |
Osborne Partners |
|
1 Embarcadero Ctr |
Ste 4100 |
San Francisco |
CA |
|
https://www.osbornepartners.com |
2,651.26 |
|
0.00 |
5 |
|
|
|
https://www.linkedin.com/company/osborne-partners-capital-management/ |
|
|
| 105,303.00 |
Oxford Financial Group, Ltd |
Oxford Financial Group, Ltd |
|
11711 N Meridian St |
Ste 600 |
Carmel |
IN |
|
https://ofgltd.com |
23,330.84 |
|
0.00 |
13 |
|
|
|
https://www.linkedin.com/company/oxford-financial-group-ltd./ |
|
|
| 159,294.00 |
Pacific Capital |
Pacific Capital |
|
1861 California Ave |
Ste 101 |
Corona |
CA |
|
http://www.pacificcapital.com |
668.64 |
|
0.00 |
0 |
|
|
https://www.facebook.com/pacificcapital |
https://www.linkedin.com/company/pacific-capital/ |
|
https://www.youtube.com/channel/UCsvstHkCbsqoJpukteV8nqw |
| 136,089.00 |
Palisade Asset Management, LLC |
Palisade Asset Management, LLC |
|
100 S 5th St |
Ste 420 |
Minneapolis |
MN |
|
http://www.palisadeam.com |
1,268.85 |
|
0.00 |
0 |
|
|
|
|
|
|
| 109,134.00 |
Palisades Hudson Asset Management, L.P. |
Palisades Hudson Asset Management, L.P. |
|
200 SW 1st Ave |
Ste 800 |
Fort Lauderdale |
FL |
|
http://www.palisadeshudson.com |
1,839.33 |
|
0.00 |
0 |
|
|
https://www.facebook.com/PalisadesHudson/ |
https://www.linkedin.com/company/palisades-hudson-financial-group-llc/ |
https://x.com/palisadeshudson |
https://www.youtube.com/@PalisadesHudson |
| 143,721.00 |
Paragon Financial Advisors |
Paragon Financial Advisors |
|
215 Rock Prairie Rd |
|
College Station |
TX |
|
http://www.paragon-adv.com |
1,045.22 |
|
0.00 |
5 |
|
|
http://www.facebook.com/#!/ParagonFinancialAdvisors |
http://www.linkedin.com/company/2985789?trk=tyah |
https://twitter.com/paragonadvisors |
|
| 305,115.00 |
Parcion Private Wealth LLC |
Parcion Private Wealth LLC |
|
11980 NE 24th St |
Ste 210 |
Bellevue |
WA |
|
http://www.parcionpw.com |
2,951.71 |
|
0.00 |
6 |
|
|
https://www.facebook.com/parcionpw/ |
https://www.linkedin.com/company/parcionprivatewealth/ |
https://twitter.com/ParcionPW |
|
| 286,388.00 |
Parisi Gray Wealth Management, LLC |
Parisi Gray Wealth Management, LLC |
|
5 Cold Hill Rd S |
Ste 1 |
Mendham |
NJ |
|
http://parisigray.com |
796.04 |
|
0.00 |
1 |
|
|
https://www.facebook.com/parisigray/ |
https://www.linkedin.com/company/parisigray/ |
https://x.com/parisigray |
|
| 106,295.00 |
Parsons Capital Management Inc |
Parsons Capital Management Inc |
|
40 Westminster St |
Ste 400 |
Providence |
RI |
|
http://www.parsonscapital.com |
2,384.19 |
|
0.00 |
4 |
|
|
|
https://www.linkedin.com/company/parsons-capital-management-inc./about/ |
|
|
| 151,736.00 |
Pathstone |
Pathstone |
|
10 Sterling Blvd |
Ste 402 |
Englewood |
NJ |
|
http://www.pathstone.com |
110,295.87 |
|
0.00 |
7 |
|
|
https://www.facebook.com/PathstoneTheFamilyOffice/ |
https://www.linkedin.com/company/pathstone-family-office |
https://x.com/pathstone |
https://www.youtube.com/channel/UCweN6xD6lpMp-WUVUYRhrQQ |
| 124,801.00 |
Pathway Financial Advisors, LLC |
Pathway Financial Advisors, LLC |
|
725 Community Dr |
Ste 402 |
South Burlington |
VT |
|
http://www.pathwayadvisors.com |
1,649.18 |
|
0.00 |
1 |
|
|
|
|
|
|
| 120,533.00 |
Patton Wealth Advisors |
Patton Wealth Advisors |
|
228 Park Ave S |
Ste 31616 |
New York |
NY |
|
https://www.pattonwealth.com |
977.20 |
|
0.00 |
1 |
|
|
https://www.facebook.com/pattonfund?MODAL=MEDIA_COMPOSER# |
https://www.linkedin.com/company/patton-fund-management/ |
https://x.com/pattonfunds |
|
| 106,895.00 |
PDS Planning Inc |
PDS Planning Inc |
|
475 Metro Pl S |
Ste 460 |
Dublin |
OH |
|
http://pdsplanning.com |
2,167.29 |
|
0.00 |
5 |
|
|
https://www.facebook.com/pdsplanning/ |
https://www.linkedin.com/company/pds-planning-inc-/ |
|
|
| 282,688.00 |
Pennington Partners & Co., LLC |
Pennington Partners & Co., LLC |
|
7500 Old Georgetown Rd |
Ste 705 |
Bethesda |
MD |
|
https://www.penningtonpartners.co |
5,087.64 |
|
0.00 |
1 |
|
|
|
|
|
|
| 168,859.00 |
Perennial |
Perennial |
|
1350 Avenue of the Americas |
Ste 2802 |
New York |
NY |
|
http://www.perennial.com |
761.92 |
|
0.00 |
1 |
|
|
|
https://www.linkedin.com/company/10144223/ |
|
|
| 158,248.00 |
Personal CFO Solutions LLC |
Personal CFO Solutions LLC |
|
384 Main St |
|
Chester |
NJ |
|
http://personalcfosolutions.com |
1,649.29 |
|
0.00 |
6 |
|
|
https://www.facebook.com/Personal-CFO-Solutions-LLC-164467286976098/ |
|
|
|
| 140,330.00 |
Perspective Wealth Partners, LLC |
Perspective Wealth Partners, LLC |
|
121 N 9th St |
Ste 400 |
Boise |
ID |
|
http://www.perspectivewealth.com |
843.91 |
|
0.00 |
5 |
|
|
|
https://www.linkedin.com/company/perspective-wealth-partners-llc/about/ |
|
|
| 105,550.00 |
Pin Oak Investment Advisors Inc |
Pin Oak Investment Advisors Inc |
|
510 Bering Dr |
Ste 100 |
Houston |
TX |
|
http://www.pinoakinc.com |
784.77 |
|
0.00 |
2 |
|
|
|
|
|
|
| 105,365.00 |
Pinney & Scofield, Inc. |
Pinney & Scofield, Inc. |
|
22 Hilliard St |
|
Cambridge |
MA |
|
https://www.pinneyandscofield.com |
749.00 |
|
0.00 |
1 |
|
|
|
|
|
|
| 106,599.00 |
Plancorp, LLC |
Plancorp, LLC |
|
540 Maryville Centre Dr |
Ste 105 |
Saint Louis |
MO |
|
http://www.plancorp.com |
9,942.37 |
|
0.00 |
26 |
|
|
https://www.facebook.com/plancorp-117209011673086/ |
https://www.linkedin.com/company/plancorp-wealth-management/ |
|
|
| 109,127.00 |
Portland Global Advisors LLC |
Portland Global Advisors LLC |
|
217 Commercial St |
Ste 400 |
Portland |
ME |
|
https://www.portlandglobal.com |
1,174.79 |
|
0.00 |
0 |
|
|
|
|
|
|
| 299,827.00 |
Precision Wealth Strategies, LLC |
Precision Wealth Strategies, LLC |
|
4622 Macklind Ave |
|
Saint Louis |
MO |
|
https://www.precisionwealthstrategies.com |
711.03 |
|
0.00 |
3 |
|
|
|
|
|
|
| 290,180.00 |
Principle Wealth |
Principle Wealth |
|
48 Wall St |
|
Madison |
CT |
|
http://www.principlewealthpartners.com |
3,204.65 |
|
0.00 |
10 |
|
|
https://www.facebook.com/principlewealthpartners/ |
https://www.linkedin.com/company/principle-wealth-partners/ |
|
https://www.youtube.com/channel/UC3PiK0SHtvEw5EaHAaxE5kw |
| 155,216.00 |
Private Advisor Group, LLC |
Private Advisor Group, LLC |
|
305 Madison Ave |
|
Morristown |
NJ |
|
https://www.privateadvisorgroup.com |
41,370.46 |
|
0.00 |
588 |
|
|
https://www.facebook.com/PrivateAdvisorGroup |
https://www.linkedin.com/company/private-advisor-group/ |
https://x.com/privateADVgroup |
https://www.youtube.com/user/PrivateAdvisorGroup |
| 105,278.00 |
Proffitt & Goodson Inc. |
Proffitt & Goodson Inc. |
|
4800 Old Kingston Pike |
Ste 200 |
Knoxville |
TN |
|
https://www.proffittgoodson.com |
797.72 |
|
0.00 |
3 |
|
|
https://www.facebook.com/ProffittGoodson/ |
https://www.linkedin.com/company/proffitt-&-goodson-inc./ |
https://x.com/PROFFITTGOODSON |
|
| 106,976.00 |
Provident Investment Management, Inc. |
Provident Investment Management, Inc. |
|
39555 Orchard Hill Pl |
Ste 139 |
Novi |
MI |
|
http://www.investprovident.com |
1,133.61 |
|
0.00 |
0 |
|
|
|
|
|
|
| 117,962.00 |
Punch & Associates Investment Management, Inc. |
Punch & Associates Investment Management, Inc. |
|
7701 France Ave S |
Ste 300 |
Minneapolis |
MN |
|
http://punchinvest.com |
2,026.86 |
|
0.00 |
3 |
|
|
|
|
|
|
| 121,631.00 |
Quantum Financial Services Inc. |
Quantum Financial Services Inc. |
|
7400 N Shadeland Ave |
Ste 220 |
Indianapolis |
IN |
|
http://quantumfinancialinc.com |
730.89 |
|
0.00 |
2 |
|
|
|
|
|
|
| 105,448.00 |
R M Davis Inc |
R M Davis Inc |
|
24 City Ctr |
|
Portland |
ME |
|
https://www.rmdavis.com |
8,154.67 |
|
0.00 |
11 |
|
|
|
https://www.linkedin.com/company/r-m-davis-inc-/ |
|
|
| 116,251.00 |
Rainey & Randall Wealth Advisors, Inc. |
Rainey & Randall Wealth Advisors, Inc. |
|
610 Sycamore St |
Ste 340 |
Kissimmee |
FL |
|
http://www.raineyrandall.com |
918.19 |
|
0.00 |
4 |
|
|
|
|
|
|
| 131,208.00 |
Regency Wealth Management |
Regency Wealth Management |
|
500 N Franklin Tpke |
Ste 212 |
Ramsey |
NJ |
|
https://www.regencywealth.com |
642.60 |
|
0.00 |
2 |
|
|
|
|
|
|
| 298,259.00 |
Regent Peak Wealth Advisors, LLC |
Regent Peak Wealth Advisors, LLC |
|
200 Galleria Pkwy SE |
Ste 1175 |
Atlanta |
GA |
|
http://regentpeakwealth.com |
785.86 |
|
0.00 |
3 |
|
|
https://www.facebook.com/Regent-Peak-450149915757907/ |
https://www.linkedin.com/company/regent-peak-wealth-advisors/ |
https://x.com/RegentPeak |
https://www.youtube.com/channel/UCnY-IwJoi8Rr2BjEtCvKU7w/about |
| 298,451.00 |
Resonant Capital Advisors, LLC |
Resonant Capital Advisors, LLC |
|
33 E Main St |
Ste 440 |
Madison |
WI |
|
http://www.resonantcapital.com |
2,955.06 |
|
0.00 |
1 |
|
|
https://www.facebook.com/ResonantCapitalAdvisors |
https://www.linkedin.com/company/resonant-capital |
|
|
| 119,833.00 |
Resource Financial Group, Ltd. |
Resource Financial Group, Ltd. |
|
1000 Skokie Blvd |
Ste 525 |
Wilmette |
IL |
|
http://www.rfgltd.com |
637.40 |
|
0.00 |
2 |
|
|
|
|
|
|
| 137,342.00 |
Reynders, McVeigh Capital Management, LLC |
Reynders, McVeigh Capital Management, LLC |
|
10 Post Office Sq |
Ste 1010N |
Boston |
MA |
|
http://www.reyndersmcveigh.com |
4,227.84 |
|
0.00 |
2 |
|
|
|
https://www.linkedin.com/company/reynders-mcveigh-capital-management-llc-/ |
https://x.com/reyndersmcveigh |
|
| 130,985.00 |
Richardson Capital Management, LLC |
Richardson Capital Management, LLC |
|
W134N8688 Executive Pkwy |
|
Menomonee Falls |
WI |
|
http://richardson-financial.com |
582.20 |
|
0.00 |
7 |
|
|
|
https://www.linkedin.com/company/richardson-financial/ |
|
|
| 140,377.00 |
Riverview Capital Advisers LLC |
Riverview Capital Advisers LLC |
|
265 Franklin St |
Ste 403 |
Boston |
MA |
|
http://riverviewcapital.com |
624.06 |
|
0.00 |
3 |
|
|
|
https://www.linkedin.com/company/riverview-capital-advisers-llc/ |
|
|
| 123,286.00 |
Roble, Belko and Company, Inc. |
Roble, Belko and Company, Inc. |
|
1603 Carmody Ct |
Ste 401 |
Sewickley |
PA |
|
http://roblebelko.com |
1,552.85 |
|
0.00 |
2 |
|
|
|
https://www.linkedin.com/company/roble-belko-&-company/ |
|
|
| 130,825.00 |
Rock Point Advisors, LLC |
Rock Point Advisors, LLC |
|
77 College St |
Fl 4 |
Burlington |
VT |
|
https://www.rockpointadvisors.com |
655.71 |
|
0.00 |
3 |
|
|
|
|
|
|
| 106,019.00 |
Roffman Miller Associates Inc |
Roffman Miller Associates Inc |
|
1835 Market St |
Ste 500 |
Philadelphia |
PA |
|
http://www.roffmanmiller.com |
3,198.70 |
|
0.00 |
11 |
|
|
|
|
|
|
| 290,289.00 |
Root Financial Partners |
Root Financial Partners |
|
801 Barton Springs Rd |
|
Austin |
TX |
|
https://rootfinancialpartners.com |
2,147.77 |
|
0.00 |
22 |
|
|
https://www.facebook.com/rootfinancialpartners/ |
https://www.linkedin.com/company/root-financial-partners/ |
|
|
| 288,453.00 |
Rossmore Private Capital, LLC |
Rossmore Private Capital, LLC |
|
628 Hebron Ave |
Ste 306 |
Glastonbury |
CT |
|
http://rossmore.com |
1,923.37 |
|
0.00 |
1 |
|
|
|
|
|
|
| 148,083.00 |
Roundview Capital, LLC |
Roundview Capital, LLC |
|
182 Nassau St |
Ste 201 |
Princeton |
NJ |
|
https://www.roundviewcapital.com |
2,126.35 |
|
0.00 |
0 |
|
|
|
|
|
|
| 172,173.00 |
RPG Investment Advisory, LLC |
RPG Investment Advisory, LLC |
|
6600 Koll Center Pkwy |
Ste 100 |
Pleasanton |
CA |
|
http://rpgadvisory.com |
1,043.86 |
|
0.00 |
0 |
|
|
|
|
|
|
| 110,744.00 |
RTD Financial Advisors Inc |
RTD Financial Advisors Inc |
|
30 S 17th St |
Ste 1620 |
Philadelphia |
PA |
|
http://www.rtdfinancial.com |
2,724.57 |
|
0.00 |
5 |
|
|
|
|
https://twitter.com/RTDFinancial |
|
| 306,275.00 |
Running Point Capital Advisors LLC |
Running Point Capital Advisors LLC |
|
101 N Pacific Coast Hwy |
Ste 305 |
El Segundo |
CA |
|
https://runningpointcapital.com |
745.62 |
|
0.00 |
2 |
|
|
|
https://www.linkedin.com/company/running-point/ |
|
|
| 156,984.00 |
RWA Wealth Partners |
RWA Wealth Partners |
|
800 Boylston St |
|
Boston |
MA |
|
https://rwawealth.com |
19,795.28 |
|
0.00 |
26 |
|
|
https://www.facebook.com/rwawealthpartners |
https://www.linkedin.com/company/adviser-investments/ |
|
https://www.youtube.com/channel/UCxrUyx_RS3xpIMIpLaTJwpw |
| 125,696.00 |
RZH Advisors LLC |
RZH Advisors LLC |
|
1 Landmark Sq |
Fl 11 |
Stamford |
CT |
|
https://www.rzhadvisors.com |
2,448.55 |
|
0.00 |
1 |
|
|
|
https://www.linkedin.com/company/rzhadvisors/ |
|
|
| 116,574.00 |
Sage Financial Group Inc. |
Sage Financial Group Inc. |
|
300 Barr Harbor Dr |
Ste 200 |
Conshohocken |
PA |
|
https://sagefinancial.wpengine.com |
4,291.84 |
|
0.00 |
15 |
|
|
|
https://www.linkedin.com/company/sage-financial-group/ |
|
|
| 298,593.00 |
Sage Mountain Advisors, LLC |
Sage Mountain Advisors, LLC |
|
945 E Paces Ferry Rd NE |
Ste 2660 |
Atlanta |
GA |
|
https://www.sagemountainadvisors.com |
4,286.82 |
|
0.00 |
6 |
|
|
|
https://www.linkedin.com/company/sage-mountain-advisors/ |
|
|
| 283,226.00 |
Saling Wealth Advisors |
Saling Wealth Advisors |
|
9750 Ormsby Station Rd |
Ste 102 |
Louisville |
KY |
|
https://www.salingwealthadvisors.com |
617.65 |
|
0.00 |
5 |
|
|
|
https://www.linkedin.com/company/saling-wealth-advisors/ |
|
https://www.youtube.com/@SalingAdvisors |
| 226,606.00 |
Sanctuary Advisors, LLC |
Sanctuary Advisors, LLC |
|
1450 Brickell Ave |
Ste 2610 |
Miami |
FL |
|
https://www.sanctuarywealth.com |
34,879.40 |
|
0.00 |
217 |
|
|
https://www.facebook.com/Sanctuary-Wealth-2411320299141834 |
https://www.linkedin.com/company/sanctuarywp/ |
https://x.com/sanctuarywp |
https://www.youtube.com/channel/UCymAW5TT-ePQntDP-A9nBjg |
| 111,295.00 |
Sand Hill Global Advisors, LLC |
Sand Hill Global Advisors, LLC |
|
245 Lytton Ave |
Ste 300 |
Palo Alto |
CA |
|
https://www.sandhillglobaladvisors.com |
4,390.63 |
|
0.00 |
8 |
|
|
|
https://www.linkedin.com/company/sand-hill-global-advisors/ |
https://x.com/SandHillGlobal |
https://www.youtube.com/channel/UCNHEQ9FP6RW8uTbe_CVRKfg |
| 118,910.00 |
Sanderson Wealth Management, LLC |
Sanderson Wealth Management, LLC |
|
50 Fountain Plz |
Ste 750 |
Buffalo |
NY |
|
http://www.sandersonllc.com |
1,431.21 |
|
0.00 |
6 |
|
|
|
https://www.linkedin.com/company/sanderson-wealth-management?trk=company_name |
https://twitter.com/SandersonLLC |
|
| 152,482.00 |
Sandy Cove Advisors, LLC |
Sandy Cove Advisors, LLC |
|
37 Derby St |
Ste 5 |
Hingham |
MA |
|
http://www.sandycoveadvisors.com |
684.90 |
|
0.00 |
0 |
|
|
https://www.facebook.com/Sandy-Cove-Advisors-LLC-1481767135376301/ |
https://www.linkedin.com/company/sandy-cove-advisors-llc/ |
|
|
| 109,344.00 |
Sather Financial Group, Inc. |
Sather Financial Group, Inc. |
|
120 E Constitution St |
|
Victoria |
TX |
|
http://satherfinancial.com |
2,267.06 |
|
0.00 |
1 |
|
|
|
|
|
|
| 143,519.00 |
Satovsky Asset Management LLC |
Satovsky Asset Management LLC |
|
149 Spring St |
Apt 4 |
New York |
NY |
|
http://www.satovsky.com |
974.76 |
|
0.00 |
2 |
|
|
|
https://www.linkedin.com/company/satovsky-asset-management-llc/ |
|
https://www.youtube.com/@SatovskyAssetManagement |
| 110,110.00 |
Schaefer Financial Management, Inc. |
Schaefer Financial Management, Inc. |
|
7700 E Arapahoe Rd |
Ste 265 |
Englewood |
CO |
|
http://schaeferfinancial.com |
1,114.89 |
|
0.00 |
3 |
|
|
|
https://www.linkedin.com/company/schaefer-financial-management/ |
|
|
| 107,630.00 |
Schaper Benz & Wise Investment Counsel Inc |
Schaper Benz & Wise Investment Counsel Inc |
|
40 Jewelers Park Dr |
Ste 200 |
Neenah |
WI |
|
http://www.sbw-invest.com |
1,761.35 |
|
0.00 |
2 |
|
|
|
https://www.linkedin.com/company/schaper-benz-&-wise-investment-counsel-inc/ |
|
|
| 122,258.00 |
SCS Capital Management LLC |
SCS Capital Management LLC |
|
888 Boylston St |
Ste 1010 |
Boston |
MA |
|
https://www.scsfinancial.com |
48,650.19 |
|
0.00 |
15 |
|
|
|
https://www.linkedin.com/company/scs-financial/ |
|
|
| 108,163.00 |
SEIA |
SEIA |
|
2121 Avenue Of The Stars |
Ste 1600 |
Los Angeles |
CA |
|
http://www.seia.com |
22,537.60 |
|
0.00 |
82 |
|
|
|
https://www.linkedin.com/company/1299114/ |
|
|
| 210,519.00 |
Seneca House Advisors |
Seneca House Advisors |
|
5609 Patterson Ave |
Ste B |
Richmond |
VA |
|
https://senecahouseadvisors.com |
506.06 |
|
0.00 |
2 |
|
|
|
https://www.linkedin.com/company/stonypointwealth/ |
|
|
| 158,641.00 |
Sensible Money, LLC |
Sensible Money, LLC |
|
4200 N Marshall Way |
Ste 2 |
Scottsdale |
AZ |
|
http://www.sensiblemoney.com |
742.53 |
|
0.00 |
1 |
|
|
http://www.facebook.com/SensibleMoneyUS |
|
https://x.com/SensibleMoneyUS |
https://www.youtube.com/@sensiblemoney |
| 148,194.00 |
Sequent Asset Management, LLC |
Sequent Asset Management, LLC |
|
952 Echo Ln |
Ste 312 |
Houston |
TX |
|
http://www.sequentasset.com |
1,055.82 |
|
0.00 |
2 |
|
|
|
|
|
|
| 157,435.00 |
Seven Post Investment Office LP |
Seven Post Investment Office LP |
|
1 Montgomery St |
Ste 3150 |
San Francisco |
CA |
|
http://www.sevenpost.com |
9,605.72 |
|
0.00 |
0 |
|
|
|
|
|
|
| 107,548.00 |
SFMG Wealth Advisors |
SFMG Wealth Advisors |
|
3960 Dallas Pkwy |
Ste 400 |
Plano |
TX |
|
http://www.sfmg.com |
2,956.97 |
|
0.00 |
7 |
|
|
https://www.facebook.com/SFMGWealthAdvisors |
https://www.linkedin.com/company/sfmg-wealth-advisors/ |
https://x.com/SFMG_Wealth |
https://www.youtube.com/@SFMGWealthAdvisors |
| 289,905.00 |
Shade Tree Advisors LLC |
Shade Tree Advisors LLC |
|
19 Railroad Pl |
Ste 301 |
Saratoga Springs |
NY |
|
http://www.shadetreeadvisors.com |
1,454.15 |
|
0.00 |
4 |
|
|
|
https://www.linkedin.com/company/shade-tree-advisors-llc/about/ |
|
|
| 111,950.00 |
Shakespeare Wealth Management, LLC |
Shakespeare Wealth Management, LLC |
|
N22W27847 Edgewater Dr |
Ste 101 |
Pewaukee |
WI |
|
http://www.shakespearewm.com |
641.88 |
|
0.00 |
4 |
|
|
https://www.facebook.com/Shakespeare-Wealth-Management-111002715637256/ |
https://www.linkedin.com/company/shakespeare-wealth-management/ |
|
https://www.youtube.com/channel/UCBT8Sqjesggu5x0lgzJAbnA |
| 117,527.00 |
ShankerValleau Wealth Advisors, Inc. |
ShankerValleau Wealth Advisors, Inc. |
|
5215 Old Orchard Rd |
Ste 850 |
Skokie |
IL |
|
http://www.shankervalleau.com |
645.25 |
|
0.00 |
2 |
|
|
|
https://www.linkedin.com/company/shankervalleau-wealth-advisors-inc/ |
|
|
| 104,754.00 |
Sigma Investment Counselors |
Sigma Investment Counselors |
|
186 E Main St |
Ste 200 |
Northville |
MI |
|
http://www.sigmainvestments.com |
2,170.65 |
|
0.00 |
5 |
|
|
|
|
|
|
| 112,758.00 |
SignatureFD, LLC |
SignatureFD, LLC |
|
1230 Peachtree St NE |
Ste 1800 |
Atlanta |
GA |
|
http://www.signaturefd.com |
9,675.89 |
|
0.00 |
21 |
|
|
https://www.facebook.com/SignatureFD/ |
https://www.linkedin.com/company/signaturefd |
https://x.com/SignatureFD |
https://www.youtube.com/@NETWORTHWHILE |
| 125,114.00 |
Silicon Valley Capital Partners, L.P. |
Silicon Valley Capital Partners, L.P. |
|
1731 Technology Dr |
Ste 810 |
San Jose |
CA |
|
http://www.svcp.com |
1,287.98 |
|
0.00 |
0 |
|
|
|
|
|
|
| 118,333.00 |
Silvercrest Asset Management Group LLC |
Silvercrest Asset Management Group LLC |
|
1330 Avenue of the Americas |
Fl 38 |
New York |
NY |
|
http://www.silvercrestgroup.com |
28,327.99 |
|
0.00 |
6 |
|
|
|
https://www.linkedin.com/company/silvercrest-asset-management/ |
https://x.com/silvercrestgrp |
https://www.youtube.com/@silvercrestassetmanagement |
| 110,532.00 |
SilverOak Wealth Management LLC |
SilverOak Wealth Management LLC |
|
3600 Minnesota Dr |
Ste 860 |
Minneapolis |
MN |
|
http://www.silveroakwealth.com |
1,998.39 |
|
0.00 |
2 |
|
|
|
|
|
|
| 132,330.00 |
Simon Quick Advisors, LLC |
Simon Quick Advisors, LLC |
|
360 Mount Kemble Ave |
|
Morristown |
NJ |
|
https://simonquickadvisors.com |
9,006.81 |
|
0.00 |
21 |
|
|
https://www.facebook.com/Simonquickadvisors |
https://www.linkedin.com/company/simonquickadvisors |
https://x.com/SimonQuickAdvrs |
https://www.youtube.com/channel/UCf80uGfN685uGLbGpLYdm0Q |
| 163,793.00 |
Single Point Partners |
Single Point Partners |
|
277 Dartmouth St |
Fl 4 |
Boston |
MA |
|
https://www.spcfo.com |
641.32 |
|
0.00 |
0 |
|
|
|
https://www.linkedin.com/company/single-point-partners/ |
https://x.com/spcfo |
|
| 170,413.00 |
Sivia Capital Partners, LLC |
Sivia Capital Partners, LLC |
|
495 Miller Ave |
Ste 206 |
Mill Valley |
CA |
|
http://siviacapital.com |
1,238.98 |
|
0.00 |
2 |
|
|
|
|
|
|
| 109,114.00 |
SK Wealth Management, LLC |
SK Wealth Management, LLC |
|
50 Holden St |
|
Providence |
RI |
|
http://skwealth.com |
638.95 |
|
0.00 |
0 |
|
|
https://www.facebook.com/sansiveri.kimball |
https://www.linkedin.com/company/1613289 |
|
|
| 286,669.00 |
SlateStone Wealth LLC |
SlateStone Wealth LLC |
|
661 University Blvd |
Ste 100 |
Jupiter |
FL |
|
https://www.slatestone.com |
1,763.08 |
|
0.00 |
9 |
|
|
https://www.facebook.com/SlateStoneWealth/ |
https://www.linkedin.com/company/slatestone/about/ |
|
|
| 286,688.00 |
Slow Capital, Inc. |
Slow Capital, Inc. |
|
300B Drakes Landing Rd |
Ste 190 |
Greenbrae |
CA |
|
http://www.slowcapital.co |
953.26 |
|
0.00 |
2 |
|
|
|
https://www.linkedin.com/company/slowcapital/ |
https://x.com/SlowCapCo |
|
| 129,614.00 |
Smith Salley Wealth Management |
Smith Salley Wealth Management |
|
324 W Wendover Ave |
Ste 301 |
Greensboro |
NC |
|
https://smith-salley.com |
2,893.49 |
|
0.00 |
6 |
|
|
|
https://www.linkedin.com/company/smith-salley-associates-llc/ |
|
|
| 154,690.00 |
Soltis Investment Advisors, LLC |
Soltis Investment Advisors, LLC |
|
20 N Main St |
Ste 400 |
Saint George |
UT |
|
http://www.soltisadvisors.com |
12,036.59 |
|
0.00 |
39 |
|
|
|
https://www.linkedin.com/company/soltis-investment-advisors/about/ |
|
|
| 107,588.00 |
Southeast Asset Advisors, LLC |
Southeast Asset Advisors, LLC |
|
314 Gordon Ave |
|
Thomasville |
GA |
|
http://www.assetadvisor.com |
4,199.82 |
|
0.00 |
1 |
|
|
|
|
|
|
| 155,064.00 |
St. Clair Advisors, LLC |
St. Clair Advisors, LLC |
|
5875 Landerbrook Dr |
Ste 240 |
Cleveland |
OH |
|
https://www.saintclairllc.com |
1,068.01 |
|
0.00 |
1 |
|
|
|
|
|
|
| 106,785.00 |
Stack Financial Management Inc |
Stack Financial Management Inc |
|
625 Wisconsin Ave |
|
Whitefish |
MT |
|
http://www.stackfinancialmanagement.com |
1,992.24 |
|
0.00 |
0 |
|
|
|
https://www.linkedin.com/company/10182528/ |
|
|
| 289,725.00 |
Stage Harbor Financial |
Stage Harbor Financial |
|
100 Lowder Brook Dr |
Ste 2500 |
Westwood |
MA |
|
http://www.stageharborfinancial.com |
1,097.16 |
|
0.00 |
4 |
|
|
|
https://www.linkedin.com/company/stageharborfinancial |
|
|
| 282,103.00 |
Stansberry Asset Management, LLC |
Stansberry Asset Management, LLC |
|
1600 Solana Blvd |
Ste 8100 |
Roanoke |
TX |
|
http://stansberryam.com |
1,291.27 |
|
0.00 |
7 |
|
|
|
https://www.linkedin.com/company/stansberry-asset-management/ |
|
|
| 115,231.00 |
Steel Grove Capital Advisors, LLC |
Steel Grove Capital Advisors, LLC |
|
5100 Poplar Ave |
Ste 3100 |
Memphis |
TN |
|
https://steelgrove.com |
1,639.53 |
|
0.00 |
2 |
|
|
|
https://www.linkedin.com/company/steel-grove-capital-advisors/ |
|
|
| 111,685.00 |
Steigerwald, Gordon & Koch - Wealth Advisors |
Steigerwald, Gordon & Koch - Wealth Advisors |
|
893-A Harrison St SE |
|
Leesburg |
VA |
|
http://www.sgkwealthadvisors.com |
1,214.84 |
|
0.00 |
0 |
|
|
|
|
|
|
| 107,999.00 |
Stepp & Rothwell Inc |
Stepp & Rothwell Inc |
|
7300 College Blvd |
Ste 100 |
Overland Park |
KS |
|
http://www.steppandrothwell.com |
1,055.11 |
|
0.00 |
0 |
|
|
https://www.facebook.com/steppandrothwell |
|
|
|
| 140,710.00 |
Sterling Investment Advisors Ltd. |
Sterling Investment Advisors Ltd. |
|
1055 Westlakes Dr |
Ste 150 |
Berwyn |
PA |
|
http://www.sterling-advisors.com |
961.44 |
|
0.00 |
3 |
|
|
|
https://www.linkedin.com/company/sterling-investment-advisors-ltd-/ |
|
|
| 285,973.00 |
Strata Wealth Advisors, LLC |
Strata Wealth Advisors, LLC |
|
8750 N Central Expy |
Ste 1875 |
Dallas |
TX |
|
http://www.stratawealth.com |
886.07 |
|
0.00 |
4 |
|
|
|
http://www.linkedin.com/company/strata-wealth/ |
|
|
| 158,489.00 |
Studio Investment Management |
Studio Investment Management |
|
1901 N Clybourn Ave |
Ste 202 |
Chicago |
IL |
|
http://www.studioinvestment.com |
902.97 |
|
0.00 |
0 |
|
|
|
https://www.linkedin.com/company/studio-investment-management/ |
https://x.com/studioinvest |
|
| 110,112.00 |
Summit Financial Strategies Inc |
Summit Financial Strategies Inc |
|
4111 Worth Ave |
Ste 510 |
Columbus |
OH |
|
http://www.summitfin.com |
2,306.53 |
|
0.00 |
16 |
|
|
https://www.facebook.com/summitfinancialstrategies |
https://www.linkedin.com/company/summit-financial-strategies-inc/ |
|
|
| 285,972.00 |
Summit Wealth and Retirement Partners |
Summit Wealth and Retirement Partners |
|
435 E Shore Dr |
Ste 220 |
Eagle |
ID |
|
http://www.summitwealthandretirement.com |
978.08 |
|
0.00 |
1 |
|
|
https://www.facebook.com/summitwealthandretirement/ |
https://www.linkedin.com/company/summit-wealth-retirement-partners/ |
|
|
| 128,586.00 |
Summitry, LLC |
Summitry, LLC |
|
919 E Hillsdale Blvd |
Ste 150 |
San Mateo |
CA |
|
https://summitry.com |
3,350.45 |
|
0.00 |
11 |
|
|
https://www.facebook.com/summitryllc/ |
https://www.linkedin.com/company/summitryllc/ |
https://twitter.com/SummitryLLC |
|
| 282,505.00 |
Sunpointe Investments |
Sunpointe Investments |
|
8301 Maryland Ave |
Ste 300 |
Saint Louis |
MO |
|
http://www.sunpointeinvestments.com |
790.72 |
|
0.00 |
8 |
|
|
https://www.facebook.com/sunpointeinvestments/ |
https://www.linkedin.com/company/sunpointe-investments/ |
|
|
| 109,228.00 |
Syverson Strege |
Syverson Strege |
|
4125 Westown Pkwy |
Ste 104 |
West Des Moines |
IA |
|
http://www.onlyworkforyou.com |
910.83 |
|
0.00 |
2 |
|
|
https://www.facebook.com/syversonstregeandsherpa/ |
https://www.linkedin.com/company/syverson-strege-&-company?trk=biz-companies-cym |
|
https://www.youtube.com/user/SyversonStrege |
| 127,289.00 |
Tanglewood Legacy Advisors, LLC |
Tanglewood Legacy Advisors, LLC |
|
1 Riverway |
Ste 1550 |
Houston |
TX |
|
http://www.family-cfo.com |
808.97 |
|
0.00 |
2 |
|
|
https://www.facebook.com/pages/Tanglewood-Legacy-Advisors-LLC/226895450659912?sk=info&tab=overview |
https://www.linkedin.com/company/tanglewood-legacy-advisors-llc/ |
https://x.com/famcfo |
|
| 107,639.00 |
Tanglewood Total Wealth Management, Inc. |
Tanglewood Total Wealth Management, Inc. |
|
1400 Post Oak Blvd |
Ste 550 |
Houston |
TX |
|
http://www.tanglewoodwealth.com |
1,590.90 |
|
0.00 |
3 |
|
|
|
|
|
|
| 106,079.00 |
Tarbox Family Office, Inc. |
Tarbox Family Office, Inc. |
|
500 Newport Center Dr |
Ste 500 |
Newport Beach |
CA |
|
|
953.74 |
|
0.00 |
2 |
|
|
|
https://www.linkedin.com/company/thetarboxgroupinc./ |
|
|
| 291,194.00 |
Team Hewins, LLC |
Team Hewins, LLC |
|
950 Tower Ln |
Ste 1050 |
San Mateo |
CA |
|
http://teamhewins.com |
3,966.07 |
|
0.00 |
11 |
|
|
https://www.facebook.com/TeamHewins/ |
https://www.linkedin.com/company/hewins-financial-wipfli-hewins/ |
https://twitter.com/teamhewins |
|
| 105,062.00 |
TFC Financial Management Inc |
TFC Financial Management Inc |
|
260 Franklin St |
Ste 1888 |
Boston |
MA |
|
http://www.tfcfinancial.com |
1,780.82 |
|
0.00 |
4 |
|
|
https://www.facebook.com/pg/tfcfinancialmanagement/about/ |
https://www.linkedin.com/company/1705766/ |
https://twitter.com/tfc_financial |
|
| 155,270.00 |
The Advocate Group, LLC |
The Advocate Group, LLC |
|
601 Carlson Pkwy |
Ste 1100 |
Hopkins |
MN |
|
http://www.theadvocategroup.com |
809.93 |
|
0.00 |
4 |
|
|
|
https://www.linkedin.com/company/107753 |
|
|
| 104,808.00 |
The Arkansas Financial Group, Inc. |
The Arkansas Financial Group, Inc. |
|
1001 N University Ave |
Ste 200 |
Little Rock |
AR |
|
http://arfinancial.com |
971.14 |
|
0.00 |
0 |
|
|
https://www.facebook.com/The-Arkansas-Financial-Group-169996856429023/ |
https://www.linkedin.com/company/the-arkansas-financial-group-inc-/ |
https://x.com/AFGPlan |
|
| 106,945.00 |
The Burney Company |
The Burney Company |
|
1800 Alexander Bell Dr |
Ste 510 |
Reston |
VA |
|
http://burney.com |
3,588.66 |
|
0.00 |
9 |
|
|
https://www.facebook.com/Burneywealthmanagement/ |
https://www.linkedin.com/company/the-burney-company/?trk=nmp_rec_act_company_photo |
https://x.com/BurneyCompany |
|
| 124,272.00 |
The Caprock Group, LLC |
The Caprock Group, LLC |
|
800 W Main St |
Ste 1150 |
Boise |
ID |
|
https://caprock.com |
12,479.07 |
|
0.00 |
16 |
|
|
|
https://www.linkedin.com/company/the-caprock-group/ |
https://twitter.com/THECAPROCKGROUP |
|
| 121,492.00 |
The Fairman Group, LLC |
The Fairman Group, LLC |
|
1200 Liberty Ridge Dr |
Ste 320 |
Wayne |
PA |
|
https://www.fairmanfinancial.com |
902.13 |
|
0.00 |
6 |
|
|
https://www.facebook.com/fairmangroupfamilyoffice/ |
https://www.linkedin.com/company/the-fairman-group/ |
https://x.com/FAIRMAN_FINL |
|
| 154,569.00 |
The Genwealth Group, Inc. |
The Genwealth Group, Inc. |
|
6 Inwood Pl |
|
Maplewood |
NJ |
|
http://thegenwealthgroup.com |
661.30 |
|
0.00 |
1 |
|
|
https://www.facebook.com/thegenwealthgroup |
https://www.linkedin.com/company/the-genwealth-group |
|
|
| 105,637.00 |
The Harbor Group, Inc. |
The Harbor Group, Inc. |
|
331 S River Rd |
|
Bedford |
NH |
|
https://www.harborgroup.com |
1,996.33 |
|
0.00 |
0 |
|
|
|
https://www.linkedin.com/company/the-harbor-group-inc/about/ |
|
|
| 19,608.00 |
The Investment Counsel Company |
The Investment Counsel Company |
|
10000 W Charleston Blvd |
Ste 280 |
Las Vegas |
NV |
|
http://www.iccnv.com |
2,181.26 |
|
0.00 |
5 |
|
|
|
https://www.linkedin.com/company/the-investment-counsel-company-of-nevada/ |
|
|
| 156,005.00 |
The Mather Group, LLC |
The Mather Group, LLC |
|
353 N Clark St |
Ste 2775 |
Chicago |
IL |
|
http://themathergroup.com |
13,446.38 |
|
0.00 |
44 |
|
|
|
https://www.linkedin.com/company/the-mather-group-llc |
https://twitter.com/themathergroup |
|
| 166,593.00 |
The Portfolio Strategy Group, LLC |
The Portfolio Strategy Group, LLC |
|
81 Main St |
Unit 201 |
White Plains |
NY |
|
http://www.portfoliostrategygroup.com |
2,620.98 |
|
0.00 |
1 |
|
|
|
https://www.linkedin.com/company/the-portfolio-strategy-group/ |
|
|
| 297,658.00 |
The Sum |
The Sum |
|
4526 Research Forest Dr |
Ste 240 |
Spring |
TX |
|
https://www.thesumplanning.com |
551.35 |
|
0.00 |
1 |
|
|
https://www.facebook.com/thesumplanning |
https://www.linkedin.com/company/thesum/ |
|
|
| 133,690.00 |
The Watchman Group, Inc. |
The Watchman Group, Inc. |
|
5045 Lorimar Dr |
Ste 200 |
Plano |
TX |
|
http://www.watchmangroup.com |
639.74 |
|
0.00 |
5 |
|
|
|
|
|
|
| 159,736.00 |
Three Bell Capital LLC |
Three Bell Capital LLC |
|
1925 Cedar Springs Rd |
Ste 102 |
Dallas |
TX |
|
https://www.three-bell.com |
5,051.05 |
|
0.00 |
7 |
|
|
https://www.facebook.com/ThreeBellCapital/ |
https://www.linkedin.com/company/three-bell-capital/ |
|
|
| 147,189.00 |
Tiedemann Advisors, LLC |
Tiedemann Advisors, LLC |
|
22 Vanderbilt Ave |
Fl 27 |
New York |
NY |
|
https://tiedemannadvisors.com |
31,012.92 |
|
0.00 |
1 |
|
|
|
https://www.linkedin.com/company/tiedemann-advisors/ |
|
|
| 111,268.00 |
Tiller Private Wealth, Inc. |
Tiller Private Wealth, Inc. |
|
1412 Walter St |
|
Bethlehem |
PA |
|
https://tillerpw.com |
730.30 |
|
0.00 |
4 |
|
|
https://www.facebook.com/profile.php?id=61580663096829# |
https://www.linkedin.com/company/tiller-private-wealth/ |
|
|
| 104,711.00 |
Tobias Financial Advisors |
Tobias Financial Advisors |
|
1000 S Pine Island Rd |
Ste 250 |
Fort Lauderdale |
FL |
|
http://www.tobiasfinancial.com |
1,191.06 |
|
0.00 |
4 |
|
|
https://www.facebook.com/tobiasfinancial/ |
https://www.linkedin.com/company/tobias-financial-advisors-inc/ |
|
https://www.youtube.com/channel/UCR9iULyhu_Yfx2knn8wjcww/featured |
| 111,838.00 |
Tolleson Private Wealth Management |
Tolleson Private Wealth Management |
|
5500 Preston Rd |
Ste 250 |
Dallas |
TX |
|
http://www.tollesonwealth.com |
9,258.77 |
|
0.00 |
9 |
|
|
https://www.facebook.com/tolleson-wealth-management-688564004624411/ |
https://www.linkedin.com/company/tolleson-wealth-management/ |
https://x.com/TOLLESONWEALTH |
|
| 287,941.00 |
Tolsma Investments, LLC |
Tolsma Investments, LLC |
|
5806 119th Ave SE |
Ste A262 |
Bellevue |
WA |
|
http://www.tolsmainvestments.com |
552.72 |
|
0.00 |
1 |
|
|
|
|
|
|
| 128,723.00 |
Tortoise Investment Management, LLC |
Tortoise Investment Management, LLC |
|
2 Westchester Park Dr |
Ste 215 |
West Harrison |
NY |
|
http://www.tortoiseinvestment.com |
2,067.86 |
|
0.00 |
0 |
|
|
|
|
|
|
| 166,645.00 |
Trebuchet Consulting, LLC |
Trebuchet Consulting, LLC |
|
313 Castle Shannon Blvd |
|
Pittsburgh |
PA |
|
https://www.trebuchetconsultingllc.com |
1,080.37 |
|
0.00 |
0 |
|
|
https://www.facebook.com/TrebuchetConsulting/ |
|
|
|
| 133,191.00 |
Trinity Financial Advisors LLC |
Trinity Financial Advisors LLC |
|
760 Communications Pkwy |
Ste 200 |
Columbus |
OH |
|
http://www.tfadvisors.com |
669.99 |
|
0.00 |
2 |
|
|
|
https://www.linkedin.com/company/trinity-financial-advisors-llc/ |
|
|
| 116,048.00 |
True North Advisors, LLC |
True North Advisors, LLC |
|
3131 Turtle Creek Blvd |
Ste 1300 |
Dallas |
TX |
|
https://truenorthadvisors.com |
5,422.65 |
|
0.00 |
13 |
|
|
https://www.facebook.com/truenorthdallas/ |
https://www.linkedin.com/company/true-north-advisors/ |
https://twitter.com/TRUENORTHDALLAS |
https://www.youtube.com/channel/UCsCj89nNQmS_M6KunYt_Pyw |
| 105,664.00 |
Truepoint, Inc. |
Truepoint, Inc. |
|
9999 Carver Rd |
Ste 200 |
Cincinnati |
OH |
|
http://www.truepointwealth.com |
6,392.73 |
|
0.00 |
17 |
|
|
https://www.facebook.com/Truepoint/ |
https://www.linkedin.com/company/truepointwealth/ |
|
https://www.youtube.com/channel/UC4O140rkQ3ajMph--a9kuMQ |
| 107,495.00 |
Trumbower Financial Advisors LLC |
Trumbower Financial Advisors LLC |
|
3 Bethesda Metro Ctr |
Ste 340 |
Bethesda |
MD |
|
http://www.trufinancial.com |
1,984.73 |
|
0.00 |
2 |
|
|
|
|
|
|
| 140,522.00 |
Twin Focus Capital Partners, LLC |
Twin Focus Capital Partners, LLC |
|
75 Park Plz |
|
Boston |
MA |
|
http://www.twinfocuscapital.com |
4,584.69 |
|
0.00 |
0 |
|
|
|
https://www.linkedin.com/company/twin-focus-capital-partners-llc/ |
https://x.com/TwinFocusCap |
|
| 110,057.00 |
Urban Financial Advisory Corporation |
Urban Financial Advisory Corporation |
|
221 N La Salle St |
Ste 764 |
Chicago |
IL |
|
http://www.ufinadv.com |
1,275.38 |
|
0.00 |
1 |
|
|
|
|
|
|
| 127,132.00 |
Valeo Financial Advisors, LLC |
Valeo Financial Advisors, LLC |
|
10 W Carmel Dr |
Ste 400 |
Carmel |
IN |
|
http://www.valeofinancial.com |
12,958.67 |
|
0.00 |
90 |
|
|
|
https://www.linkedin.com/company/valeo-financial-advisors-llc/ |
https://x.com/VALEOFINANCIAL |
|
| 169,576.00 |
Venturi Private Wealth |
Venturi Private Wealth |
|
3600 N Capital of Texas Hwy |
Ste 200 |
Austin |
TX |
|
https://www.venturiprivatewealth.com |
3,581.25 |
|
0.00 |
9 |
|
|
https://www.facebook.com/Venturi-Wealth-Management-LLC-675035862672500/ |
https://www.linkedin.com/company/venturi-wealth-management-llc-/ |
https://twitter.com/VenturiWealth |
|
| 117,892.00 |
Veratis Advisors, Inc. |
Veratis Advisors, Inc. |
|
1400 Crescent Grn |
Ste 110 |
Cary |
NC |
|
http://www.veratisadvisors.com |
5,994.20 |
|
0.00 |
3 |
|
|
|
https://www.linkedin.com/company/veratisadvisors/ |
|
|
| 143,588.00 |
Veris Wealth Partners, LLC |
Veris Wealth Partners, LLC |
|
1111 Broadway |
Ste 300 |
Oakland |
CA |
|
http://www.veriswp.com |
2,856.89 |
|
0.00 |
8 |
|
|
|
https://www.linkedin.com/company/veris-wealth-partners/ |
|
|
| 119,630.00 |
Verity Investment Partners |
Verity Investment Partners |
|
2015 Boundary St |
Fl 2 |
Beaufort |
SC |
|
http://www.verityvip.com |
1,399.60 |
|
0.00 |
1 |
|
|
|
https://www.linkedin.com/company/verity-investment-partners/ |
|
|
| 131,692.00 |
Versant Capital Management, Inc. |
Versant Capital Management, Inc. |
|
2394 E Camelback Rd |
Ste 100 |
Phoenix |
AZ |
|
https://versantcm.com |
1,810.75 |
|
0.00 |
6 |
|
|
https://www.facebook.com/pages/Versant-Capital-Management-Inc/777977618904695?ref=hl |
https://www.linkedin.com/company/versant-capital-management-inc-/ |
|
https://www.youtube.com/channel/UCWUgY-5LvckMtofOsExd3Gg |
| 301,058.00 |
Verum Partners LLC |
Verum Partners LLC |
|
2333 Randolph Rd |
Ste 250 |
Charlotte |
NC |
|
http://verumpartnership.com |
1,014.12 |
|
0.00 |
9 |
|
|
https://www.facebook.com/VerumPartnership/ |
https://www.linkedin.com/company/verum-partners/ |
https://x.com/verumpartners |
|
| 290,565.00 |
Vestia Personal Wealth Advisors |
Vestia Personal Wealth Advisors |
|
9121 Illinois Rd |
|
Fort Wayne |
IN |
|
|
1,061.32 |
|
0.00 |
9 |
|
|
https://www.facebook.com/vestiaadvisors |
https://www.linkedin.com/company/vestiaadvisors/ |
|
|
| 114,913.00 |
Vista Capital Partners, Inc. |
Vista Capital Partners, Inc. |
|
9755 SW Barnes Rd |
Ste 595 |
Portland |
OR |
|
http://www.vistacp.com |
3,220.68 |
|
0.00 |
13 |
|
|
|
https://www.linkedin.com/company/vista-capital-partners/ |
https://x.com/VISTACP |
|
| 160,150.00 |
Vivaldi Capital Management LP |
Vivaldi Capital Management LP |
|
225 W Wacker Dr |
Ste 2100 |
Chicago |
IL |
|
http://www.vivaldicap.com |
5,641.13 |
|
0.00 |
22 |
|
|
https://www.facebook.com/Vivaldi-Capital-Management-LLC-471305310347189/ |
https://www.linkedin.com/company/vivaldi-capital-management-llc/ |
|
|
| 131,063.00 |
Waldron Private Wealth |
Waldron Private Wealth |
|
44 Abele Rd |
Ste 400 |
Bridgeville |
PA |
|
http://www.waldronprivatewealth.com |
4,516.98 |
|
0.00 |
6 |
|
|
https://www.facebook.com/WaldronPW/ |
https://www.linkedin.com/company/waldron-private-wealth/ |
https://twitter.com/WaldronPW |
|
| 143,360.00 |
Wallington Asset Management |
Wallington Asset Management |
|
8900 Keystone Xing |
Ste 1015 |
Indianapolis |
IN |
|
http://www.wallingtonasset.com |
1,317.64 |
|
0.00 |
4 |
|
|
|
https://www.linkedin.com/company/wallingtonasset/ |
|
|
| 135,303.00 |
Warner Financial, Inc |
Warner Financial, Inc |
|
4550 Montgomery Ave |
Ste 352N |
Bethesda |
MD |
|
http://www.warner-financial.com |
851.81 |
|
0.00 |
0 |
|
|
|
|
|
|
| 105,951.00 |
Warwick Partners |
Warwick Partners |
|
4444 Carter Creek Pkwy |
Ste 109 |
Bryan |
TX |
|
http://www.warwickpartners.net |
2,482.20 |
|
0.00 |
4 |
|
|
|
https://www.linkedin.com/company/warwick-partners/ |
|
|
| 3,711.00 |
Waters, Parkerson & Co., LLC |
Waters, Parkerson & Co., LLC |
|
601 Poydras St |
Ste 2210 |
New Orleans |
LA |
|
http://watersparkerson.com |
2,859.82 |
|
0.00 |
3 |
|
|
|
|
|
|
| 171,822.00 |
Waypoint Wealth Counsel LLC |
Waypoint Wealth Counsel LLC |
|
3715 Northside Pkwy NW |
Bldg 100-310 |
Atlanta |
GA |
|
http://www.waypointwc.com |
824.28 |
|
0.00 |
1 |
|
|
|
https://www.linkedin.com/company/waypoint-wealth-counsel/ |
|
|
| 105,289.00 |
WBH Advisory, Inc. |
WBH Advisory, Inc. |
|
1829 Reisterstown Rd |
Ste 225 |
Pikesville |
MD |
|
http://www.wbhadvisory.com |
1,737.52 |
|
0.00 |
9 |
|
|
|
https://www.linkedin.com/company/wbh-advisory/ |
|
|
| 135,373.00 |
Wealth Architects, LLC |
Wealth Architects, LLC |
|
800 W El Camino Real |
Ste 201 |
Mountain View |
CA |
|
http://www.wealtharchitects.com |
2,415.22 |
|
0.00 |
4 |
|
|
|
https://www.linkedin.com/company/wealth-architects-llc/ |
|
|
| 125,799.00 |
Wealth Care LLC |
Wealth Care LLC |
|
405 Sims Way |
|
Merritt Island |
FL |
|
http://www.wealthcarellc.com |
668.59 |
|
0.00 |
0 |
|
|
|
|
|
|
| 130,049.00 |
WealthCrest Financial Services, LLC |
WealthCrest Financial Services, LLC |
|
7880 Backlick Rd |
Ste One |
Springfield |
VA |
|
http://www.wealthcrest.com |
507.53 |
|
0.00 |
5 |
|
|
|
|
|
|
| 132,513.00 |
WealthCrossing |
WealthCrossing |
|
1001 Haxall Pt |
Ste 705 |
Richmond |
VA |
|
https://wealth-crossing.com |
1,538.44 |
|
0.00 |
4 |
|
|
https://www.facebook.com/wealthcrossing |
|
|
https://www.youtube.com/@wealthcrossing |
| 106,181.00 |
Wealthspire Advisors |
Wealthspire Advisors |
|
521 5th Ave |
Fl 15 |
New York |
NY |
|
https://www.wealthspire.com |
29,356.21 |
|
0.00 |
66 |
|
|
https://www.facebook.com/Wealthspire |
https://www.linkedin.com/company/wealthspireadvisors/ |
|
https://www.youtube.com/channel/UC6l9DFqC3aE8KfBC1utxS4Q |
| 147,592.00 |
Wealthspire Advisors |
Wealthspire Advisors |
|
400 Broadhollow Rd |
Ste 301 |
Melville |
NY |
|
https://www.wealthspire.com |
4,362.43 |
|
0.00 |
10 |
|
|
https://www.facebook.com/Wealthspire/ |
https://www.linkedin.com/company/wealthspireadvisors/ |
|
https://www.youtube.com/@wealthspireadvisors |
| 164,957.00 |
WealthStar Advisors, LLC |
WealthStar Advisors, LLC |
|
305B W Spring Creek Pkwy |
Ste 400 |
Plano |
TX |
|
http://www.wealthstaradvisors.com |
723.60 |
|
0.00 |
5 |
|
|
https://www.facebook.com/wealthstar-advisors-236422403043185/ |
https://www.linkedin.com/company/3795149/ |
|
|
| 106,935.00 |
Weatherly Asset Management |
Weatherly Asset Management |
|
832 Camino Del Mar |
Ste 4 |
Del Mar |
CA |
|
http://www.weatherlyassetmgt.com |
1,677.95 |
|
0.00 |
9 |
|
|
https://www.facebook.com/weatherlyassetmgt/ |
https://www.linkedin.com/company/weatherly-asset-management?advisorid=70331229 |
https://twitter.com/weatherlyasset?advisorid=70331229 |
|
| 115,119.00 |
Welch & Forbes LLC |
Welch & Forbes LLC |
|
45 School St |
|
Boston |
MA |
|
http://www.welchforbes.com |
9,903.46 |
|
0.00 |
0 |
|
|
|
|
|
|
| 143,112.00 |
Wellspring Financial Advisors, LLC |
Wellspring Financial Advisors, LLC |
|
5900 Landerbrook Dr |
Ste 100 |
Cleveland |
OH |
|
http://www.wellspringadvisorsllc.com |
5,055.01 |
|
0.00 |
3 |
|
|
https://www.facebook.com/Wellspring-Financial-Advisors-LLC-72221762513/ |
https://www.linkedin.com/company/wellspring-financial-advisors-llc/ |
|
|
| 105,989.00 |
Wescott Financial Advisory Group LLC |
Wescott Financial Advisory Group LLC |
|
30 S 17th St |
|
Philadelphia |
PA |
|
https://www.wescott.com |
4,155.78 |
|
0.00 |
19 |
|
|
https://www.facebook.com/WescottFin/ |
https://www.linkedin.com/company/wescott-financial-advisory-group/ |
|
|
| 142,265.00 |
West Financial Advisors, L.L.C. |
West Financial Advisors, L.L.C. |
|
111 E Grand Ave |
Ste 412 |
Des Moines |
IA |
|
https://www.westfinancialadvisors.com |
674.18 |
|
0.00 |
4 |
|
|
https://www.facebook.com/West-Financial-Advisors-LLC-226679334019247/ |
|
https://x.com/westfinadvisors |
|
| 137,497.00 |
West Financial Services, Inc. |
West Financial Services, Inc. |
|
2010 Corporate Rdg |
Ste 530 |
McLean |
VA |
|
http://www.westfinancial.com |
2,836.21 |
|
0.00 |
5 |
|
|
|
https://www.linkedin.com/company/west-financial/ |
|
|
| 158,857.00 |
Westmount Partners, LLC |
Westmount Partners, LLC |
|
2049 Century Park E |
Ste 2500 |
Los Angeles |
CA |
|
http://www.westmount.com |
6,515.12 |
|
0.00 |
10 |
|
|
|
https://www.linkedin.com/company/westmount-partners-llc/ |
|
|
| 301,925.00 |
Williams Jones Wealth Management, LLC |
Williams Jones Wealth Management, LLC |
|
717 5th Ave |
Fl 11 |
New York |
NY |
|
https://www.williamsjones.com |
12,474.54 |
|
0.00 |
0 |
|
|
|
https://www.linkedin.com/company/focus-financial-partners/ |
|
|
| 109,240.00 |
Willow Creek Wealth Management, Inc. |
Willow Creek Wealth Management, Inc. |
|
825 Hwy 116 N |
Ste 5 |
Sebastopol |
CA |
|
http://www.willowcreekwealth.com |
2,302.54 |
|
0.00 |
8 |
|
|
https://www.facebook.com/WillowCreekWealth/ |
https://www.linkedin.com/company/willowcreekwealth/ |
https://twitter.com/WCWEALTH |
|
| 122,266.00 |
Windsor Advisory Group, LLC |
Windsor Advisory Group, LLC |
|
2130 Quarry Trails Dr |
Fl 1 |
Columbus |
OH |
|
https://www.windsoradvisorygroup.com |
2,924.63 |
|
0.00 |
0 |
|
|
|
https://www.linkedin.com/company/windsor-advisory-group/ |
|
|
| 105,012.00 |
Wingate Wealth Advisors, Inc. |
Wingate Wealth Advisors, Inc. |
|
450 Bedford St |
|
Lexington |
MA |
|
http://www.wingatewealthadvisors.com |
1,415.30 |
|
0.00 |
10 |
|
|
https://www.facebook.com/wingatewealthadvisors/ |
https://www.linkedin.com/company/wingate-wealth-advisors/ |
https://x.com/wingatewealth |
https://www.youtube.com/@wingatewealthadvisors |
| 123,821.00 |
Wise Planning, Inc. |
Wise Planning, Inc. |
|
5954 Kirkwood Pl N |
|
Seattle |
WA |
|
https://wiseplanning.com |
610.25 |
|
0.00 |
1 |
|
|
|
https://www.linkedin.com/company/wise-planning |
|
|
| 114,381.00 |
WJ Interests, LLC |
WJ Interests, LLC |
|
2333 Town Center Dr |
Ste 100 |
Sugar Land |
TX |
|
http://wjwealth.com |
633.50 |
|
0.00 |
2 |
|
|
https://www.facebook.com/wjinterests/ |
https://www.linkedin.com/company/wj-interests-llc |
|
|
| 109,779.00 |
Woodmont Investment Counsel, LLC |
Woodmont Investment Counsel, LLC |
|
3825 Bedford Ave |
Ste 202 |
Nashville |
TN |
|
http://www.woodmontcounsel.com |
2,012.23 |
|
0.00 |
0 |
|
|
|
|
|
|
| 150,641.00 |
Woodward Financial Advisors, Inc. |
Woodward Financial Advisors, Inc. |
|
101 Glen Lennox Dr |
Unit 110 |
Chapel Hill |
NC |
|
http://www.woodwardadvisors.com |
641.48 |
|
0.00 |
5 |
|
|
https://www.facebook.com/woodwardfinancialadvisors/ |
https://www.linkedin.com/company/woodward-financial-advisors/ |
|
|
| 118,268.00 |
WP Advisors, LLC |
WP Advisors, LLC |
|
1225 4th St |
Ste 317 |
San Francisco |
CA |
|
http://www.wpadvisorsllc.com |
588.86 |
|
0.00 |
0 |
|
|
|
|
|
|
| 105,866.00 |
Young Richard C & Co Ltd |
Young Richard C & Co Ltd |
|
98 William St |
|
Newport |
RI |
|
http://www.younginvestments.com |
1,801.39 |
|
0.00 |
1 |
|
|
https://www.facebook.com/Richardcyoungcoltd |
https://www.linkedin.com/company/richard-c-young-co-ltd/about/ |
|
|
| 165,269.00 |
Zevin Asset Management, LLC |
Zevin Asset Management, LLC |
|
2 Oliver St |
Ste 806 |
Boston |
MA |
|
http://www.zevin.com |
1,020.37 |
|
0.00 |
0 |
|
|
https://www.facebook.com/zevinassetmanagement/ |
https://www.linkedin.com/company/zevin-asset-management-zam-/ |
|
|
| 159,257.00 |
Zhang Financial |
Zhang Financial |
|
5931 Oakland Dr |
|
Portage |
MI |
|
http://www.zhangfinancial.com |
8,370.16 |
|
0.00 |
5 |
|
|
https://www.facebook.com/ZhangFinancial |
https://www.linkedin.com/company/zhang-financial/ |
https://x.com/ZhangFinancial |
https://www.youtube.com/channel/UCHBIm85e9T1OqaIHjU83nhA |
| 137,785.00 |
Zuckerman Investment Group |
Zuckerman Investment Group |
|
155 N Wacker Dr |
Ste 1700 |
Chicago |
IL |
|
https://zuckermaninvestmentgroup.com |
2,167.05 |
|
0.00 |
2 |
|
|
https://www.facebook.com/p/Zuckerman-Investment-Group-61573515996359/ |
https://www.linkedin.com/company/zuckerman-investment-group/ |
|
|
| 110,397.00 |
ZWJ Investment Counsel Inc |
ZWJ Investment Counsel Inc |
|
75 14th St NE |
Ste 2900 |
Atlanta |
GA |
|
http://www.zwjic.com |
4,226.90 |
|
0.00 |
2 |
|
|
|
|
|
|