|
5301
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$1.48M
|
+$584K
|
+2,040
|
+66%
|
|
|
5302
|
Polaris Investment Advisors
Framingham,
Massachusetts
|
$1.48M
|
-$85.5K
|
-299
|
-6%
|
|
|
5303
|
Fischer Investment Strategies
Westlake Village,
California
|
$1.48M
|
+$374K
|
+1,308
|
+34%
|
|
|
5304
|
RF&L Wealth Management
Acton,
Massachusetts
|
$1.48M
|
+$106K
|
+370
|
+8%
|
|
|
5305
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$1.48M
|
–
|
–
|
–
|
|
|
5306
|
Mullooly Asset Management
Wall Township,
New Jersey
|
$1.48M
|
+$310K
|
+1,084
|
+27%
|
|
|
5307
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$1.47M
|
+$32.6K
|
+114
|
+2%
|
|
|
5308
|
Virginia Estate & Retirement Planning Advisors
Glen Allen,
Virginia
|
$1.47M
|
-$68.6K
|
-240
|
-4%
|
|
|
5309
|
WJ Wealth Management
Glendale,
Arizona
|
$1.47M
|
+$10.6K
|
+37
|
+0.7%
|
|
|
5310
|
Cynosure Group
Salt Lake City,
Utah
|
$1.47M
|
-$686K
|
-2,397
|
-32%
|
|
|
5311
|
Prodigy Asset Management
Omaha,
Nebraska
|
$1.47M
|
–
|
–
|
–
|
|
|
5312
|
Burk Holdings
Tulsa,
Oklahoma
|
$1.47M
|
-$38.3K
|
-134
|
-3%
|
|
|
5313
|
Aureum Wealth Management
North Palm Beach,
Florida
|
$1.47M
|
+$48.6K
|
+170
|
+3%
|
|
|
5314
|
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
|
$1.46M
|
-$18.6K
|
-65
|
-1%
|
|
|
5315
|
Catalyst Capital Advisors
Huntington,
New York
|
$1.46M
|
-$271K
|
-946
|
-16%
|
|
|
5316
|
Mad River Investors
Boston,
Massachusetts
|
$1.46M
|
-$14.3K
|
-50
|
-1%
|
|
|
5317
|
Spurstone Advisory Services
Higganum,
Connecticut
|
$1.46M
|
-$19.2K
|
-67
|
-1%
|
|
|
5318
|
Spahn Wealth & Retirement
Scottsdale,
Arizona
|
$1.45M
|
-$4.92M
|
-17,186
|
-77%
|
|
|
5319
|
O'Keefe Stevens Advisory
Rochester,
New York
|
$1.45M
|
+$286
|
+1
|
+0%
|
|
|
5320
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$1.45M
|
-$108K
|
-379
|
-7%
|
|
|
5321
|
RMR Capital Management
Tustin,
California
|
$1.45M
|
-$297K
|
-1,040
|
-17%
|
|
|
5322
|
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
|
$1.45M
|
+$87.8K
|
+307
|
+7%
|
|
|
5323
|
Avant Capital
Lafayette,
Louisiana
|
$1.45M
|
+$30.3K
|
+106
|
+2%
|
|
|
5324
|
Lane Generational
Dover,
Massachusetts
|
$1.44M
|
–
|
–
|
–
|
|
|
5325
|
Trailhead Planners
Edina,
Minnesota
|
$1.44M
|
-$496K
|
-1,733
|
-26%
|
|
