|
1601
|
Matthew Hamilton Rosenberg
|
$1.23M
|
–
|
–
|
–
|
|
|
1602
|
DBK Financial Counsel
Cuyahoga Falls,
Ohio
|
$1.23M
|
+$23.3K
|
+52
|
+2%
|
|
|
1603
|
Empowered Funds
Havertown,
Pennsylvania
|
$1.23M
|
+$1.28M
|
+2,857
|
New
|
|
|
1604
|
SouthState Corp
Winter Haven,
Florida
|
$1.23M
|
+$21K
|
+47
|
+2%
|
|
|
1605
|
Occidental Asset Management
Burlingame,
California
|
$1.23M
|
+$220K
|
+491
|
+21%
|
|
|
1606
|
Royal Palms Capital
Whitefish,
Montana
|
$1.23M
|
+$1.28M
|
+2,855
|
New
|
|
|
1607
|
Kelleher Financial Advisors
New York
|
$1.23M
|
-$94.9K
|
-212
|
-5%
|
|
|
1608
|
NerdWallet Wealth Partners
New York
|
$1.23M
|
-$13.9K
|
-31
|
-1%
|
|
|
1609
|
55 North Private Wealth
Winter Park,
Florida
|
$1.22M
|
–
|
–
|
–
|
|
|
1610
|
BSW Wealth Partners
Boulder,
Colorado
|
$1.22M
|
-$363K
|
-811
|
-22%
|
|
|
1611
|
Larry Mathis Financial Planning
Phoenix,
Arizona
|
$1.22M
|
+$1.27M
|
+2,828
|
New
|
|
|
1612
|
Tidemark
San Diego,
California
|
$1.22M
|
+$47K
|
+105
|
+4%
|
|
|
1613
|
TownSquare Capital
Provo,
Utah
|
$1.21M
|
+$1.28M
|
+2,851
|
+130%
|
|
|
1614
|
Petix & Botte Financial
La Mesa,
California
|
$1.21M
|
-$630K
|
-1,406
|
-50%
|
|
|
1615
|
Hartford Financial Management
Hartford,
Connecticut
|
$1.21M
|
–
|
–
|
–
|
|
|
1616
|
Aspiriant LLC
Los Angeles,
California
|
$1.21M
|
+$49.7K
|
+111
|
+4%
|
|
|
1617
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$1.21M
|
-$94.5K
|
-211
|
-7%
|
|
|
1618
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$1.21M
|
-$13K
|
-29
|
-1%
|
|
|
1619
|
Granite FO LLC
Bedford,
New Hampshire
|
$1.2M
|
–
|
–
|
–
|
|
|
1620
|
Hillcrest Wealth Advisors
Hazlet,
New Jersey
|
$1.2M
|
–
|
–
|
–
|
|
|
1621
|
Leo H. Evart Inc
Redwood City,
California
|
$1.2M
|
+$1.25M
|
+2,800
|
New
|
|
|
1622
|
Stirlingshire Investments
New York
|
$1.2M
|
+$78.4K
|
+175
|
+7%
|
|
|
1623
|
TCFG Wealth Management
Laguna Niguel,
California
|
$1.2M
|
+$45.2K
|
+101
|
+4%
|
|
|
1624
|
TCFG Investment Advisors
Laguna Niguel,
California
|
$1.2M
|
+$1.25M
|
+2,795
|
New
|
|
|
1625
|
August Group Capital
Toronto,
|
$1.2M
|
-$283K
|
-631
|
-18%
|
|
