|
1301
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
$315K
|
+$306K
|
+3,680
|
New
|
|
|
1302
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$314K
|
+$64.8K
|
+780
|
+27%
|
|
|
1303
|
Schonfeld Strategic Advisors
New York
|
$313K
|
+$71.5K
|
+860
|
+31%
|
|
|
1304
|
LJI Wealth Management
Indianapolis,
Indiana
|
$313K
|
-$13.3K
|
-160
|
-4%
|
|
|
1305
|
|
$312K
|
+$303K
|
+3,644
|
New
|
|
|
1306
|
Sierra Summit Advisors
Incline Village,
Nevada
|
$311K
|
+$303K
|
+3,640
|
New
|
|
|
1307
|
Clarius Group LLC
Seattle,
Washington
|
$311K
|
+$302K
|
+3,636
|
New
|
|
|
1308
|
First Community Trust
Dubuque,
Iowa
|
$311K
|
–
|
–
|
–
|
|
|
1309
|
NovaPoint Capital
Atlanta,
Georgia
|
$310K
|
+$33.3K
|
+400
|
+12%
|
|
|
1310
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$309K
|
+$13K
|
+156
|
+5%
|
|
|
1311
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$309K
|
-$531K
|
-6,388
|
-65%
|
|
|
1312
|
Toth Financial Advisory
Leesburg,
Virginia
|
$308K
|
+$1.66K
|
+20
|
+0.6%
|
|
|
1313
|
SP Asset Management
Cupertino,
California
|
$308K
|
–
|
–
|
–
|
|
|
1314
|
Warther Private Wealth
Akron,
Ohio
|
$307K
|
-$689K
|
-8,284
|
-70%
|
|
|
1315
|
Shum Financial Group
Alameda,
California
|
$305K
|
+$61.8K
|
+744
|
+26%
|
|
|
1316
|
Donor Advised Charitable Giving
San Francisco,
California
|
$305K
|
–
|
–
|
–
|
|
|
1317
|
Campbell & Co Investment Adviser
Baltimore,
Maryland
|
$305K
|
+$296K
|
+3,560
|
New
|
|
|
1318
|
L2 Asset Management
Wayland,
Massachusetts
|
$304K
|
+$665
|
+8
|
+0.2%
|
|
|
1319
|
Machina Capital
Paris,
France
|
$304K
|
+$295K
|
+3,552
|
New
|
|
|
1320
|
Greykasell Wealth Strategies
Danville,
California
|
$303K
|
+$295K
|
+3,548
|
New
|
|
|
1321
|
ASB Consultores
Aventura,
Florida
|
$303K
|
–
|
–
|
–
|
|
|
1322
|
Executive Wealth Management
Brighton,
Michigan
|
$302K
|
-$41.9K
|
-504
|
-13%
|
|
|
1323
|
Boothbay Fund Management
New York
|
$302K
|
+$293K
|
+3,528
|
New
|
|
|
1324
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$300K
|
+$291K
|
+3,500
|
New
|
|
|
1325
|
Jasper Ridge Partners
Menlo Park,
California
|
$298K
|
+$290K
|
+3,484
|
New
|
|
