|
1101
|
Prosperity Wealth Management
San Ramon,
California
|
$208K
|
-$103K
|
-1,129
|
-33%
|
|
|
1102
|
Lake Street Private Wealth
Chicago,
Illinois
|
$208K
|
+$2.84K
|
+31
|
+1%
|
|
|
1103
|
Evolution Wealth Management
Fort Myers,
Florida
|
$208K
|
+$17.3K
|
+189
|
+9%
|
|
|
1104
|
Columbia Asset Management
Ann Arbor,
Michigan
|
$206K
|
–
|
–
|
–
|
|
|
1105
|
Maimon Wealth Management
Ra'anana,
Israel
|
$205K
|
+$205K
|
+2,239
|
New
|
|
|
1106
|
Mars Jewett Financial Group
Bellevue,
Washington
|
$204K
|
+$205K
|
+2,235
|
New
|
|
|
1107
|
Buck Wealth Strategies
Denver,
Colorado
|
$204K
|
-$43.1K
|
-471
|
-17%
|
|
|
1108
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$204K
|
–
|
–
|
–
|
|
|
1109
|
Cottage Street Advisors
Marion,
Massachusetts
|
$204K
|
+$2.84K
|
+31
|
+1%
|
|
|
1110
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$203K
|
–
|
–
|
–
|
|
|
1111
|
Matrix Private Capital Group
New York
|
$202K
|
+$202K
|
+2,210
|
New
|
|
|
1112
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$201K
|
+$202K
|
+2,205
|
New
|
|
|
1113
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$201K
|
+$202K
|
+2,205
|
New
|
|
|
1114
|
Fayez Sarofim & Co
Houston,
Texas
|
$201K
|
-$39.8K
|
-435
|
-17%
|
|
|
1115
|
Valued Retirements
Houston,
Texas
|
$201K
|
–
|
–
|
–
|
|
|
1116
|
Sepio Capital
Salt Lake City,
Utah
|
$201K
|
-$95.2K
|
-1,040
|
-32%
|
|
|
1117
|
Scharf Investments
Los Gatos,
California
|
$201K
|
-$4.88M
|
-53,253
|
-96%
|
|
|
1118
|
Investment House LLC
Redondo Beach,
California
|
$200K
|
+$201K
|
+2,191
|
New
|
|
|
1119
|
Fidelity Investments
Boston,
Massachusetts
|
$197K
|
-$1.87M
|
-20,393
|
-90%
|
|
|
1120
|
GAMMA Investing
Foster City,
California
|
$196K
|
-$24.1K
|
-263
|
-11%
|
|
|
1121
|
Colonial Trust
Spartanburg,
South Carolina
|
$194K
|
–
|
–
|
–
|
|
|
1122
|
First Horizon Corporation
Memphis,
Tennessee
|
$186K
|
+$111K
|
+1,210
|
+146%
|
|
|
1123
|
Catherine Avery Investment Management
Longboat Key,
Florida
|
$161K
|
+$114K
|
+1,241
|
+240%
|
|
|
1124
|
Byrne Asset Management
Kingston,
New Jersey
|
$148K
|
+$148K
|
+1,620
|
New
|
|
|
1125
|
EPG Wealth Management
Atlanta,
Georgia
|
$146K
|
+$146K
|
+1,598
|
New
|
|
