|
5401
|
|
$620K
|
+$653K
|
+2,600
|
New
|
|
|
5402
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$619K
|
-$98.4K
|
-392
|
-13%
|
|
|
5403
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$619K
|
-$9.5K
|
-38
|
-1%
|
|
|
5404
|
Stephens Investment Management Group
Houston,
Texas
|
$619K
|
+$27.6K
|
+110
|
+4%
|
|
|
5405
|
Alpha Wealth Funds
Park City,
Utah
|
$618K
|
+$283K
|
+1,127
|
+77%
|
|
|
5406
|
Stronghold Wealth Management
Tampa,
Florida
|
$617K
|
-$87.1K
|
-347
|
-12%
|
|
|
5407
|
Quartz Partners
Saratoga Springs,
New York
|
$617K
|
+$59K
|
+235
|
+10%
|
|
|
5408
|
Macroview Investment Management
Bethesda,
Maryland
|
$616K
|
-$15.8K
|
-63
|
-2%
|
|
|
5409
|
Jackson Wealth Management
Lake Mary,
Florida
|
$614K
|
-$6.73M
|
-26,816
|
-91%
|
|
|
5410
|
Daviman Financial
Noblesville,
Indiana
|
$613K
|
-$11.3K
|
-45
|
-2%
|
|
|
5411
|
First Wilshire Securities Management
Pasadena,
California
|
$613K
|
-$2.51K
|
-10
|
-0.4%
|
|
|
5412
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$611K
|
-$2.26K
|
-9
|
-0.3%
|
|
|
5413
|
Campion Asset Management
Falls Church,
Virginia
|
$611K
|
+$29.4K
|
+117
|
+5%
|
|
|
5414
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$611K
|
-$71.3K
|
-284
|
-10%
|
|
|
5415
|
Sterling Financial Planning
Sparta,
New Jersey
|
$610K
|
-$30.6K
|
-122
|
-5%
|
|
|
5416
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$610K
|
+$102K
|
+408
|
+19%
|
|
|
5417
|
PMG Family Office
Plano,
Texas
|
$609K
|
+$11.8K
|
+47
|
+2%
|
|
|
5418
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
$608K
|
–
|
–
|
–
|
|
|
5419
|
Towerpoint Wealth
Sacramento,
California
|
$605K
|
+$32.9K
|
+131
|
+5%
|
|
|
5420
|
Stembrook Asset Management
Red Bank,
New Jersey
|
$605K
|
–
|
–
|
–
|
|
|
5421
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$605K
|
-$44.7K
|
-178
|
-7%
|
|
|
5422
|
Marrick Wealth
Irvine,
California
|
$604K
|
+$75.3K
|
+300
|
+13%
|
|
|
5423
|
Blankinship & Foster
Solana Beach,
California
|
$603K
|
-$251K
|
-1,000
|
-28%
|
|
|
5424
|
Cedar Cove Wealth Partners
Bloomington,
Minnesota
|
$603K
|
+$6.02K
|
+24
|
+1%
|
|
|
5425
|
Potomac Fund Management
Miami,
Florida
|
$603K
|
-$73K
|
-291
|
-10%
|
|
