|
4001
|
Diversified Management
Milwaukee,
Wisconsin
|
$1.76M
|
-$2.95M
|
-8,200
|
-63%
|
|
|
4002
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$1.75M
|
+$177K
|
+493
|
+11%
|
|
|
4003
|
Triton Wealth Management
Sun City,
Arizona
|
$1.75M
|
+$161K
|
+447
|
+10%
|
|
|
4004
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$1.74M
|
–
|
–
|
–
|
|
|
4005
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$1.74M
|
-$13.7K
|
-38
|
-0.8%
|
|
|
4006
|
AAF Wealth Management
Westborough,
Massachusetts
|
$1.74M
|
+$28.4K
|
+79
|
+2%
|
|
|
4007
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$1.74M
|
+$28.1K
|
+78
|
+2%
|
|
|
4008
|
Red Lighthouse Investment Management
New York
|
$1.74M
|
+$25.6K
|
+71
|
+1%
|
|
|
4009
|
Redwood Financial Network
Solon,
Ohio
|
$1.73M
|
-$33.1K
|
-92
|
-2%
|
|
|
4010
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$1.73M
|
-$12.2K
|
-34
|
-0.7%
|
|
|
4011
|
Precedent Wealth Partners
Houston,
Texas
|
$1.73M
|
+$114K
|
+318
|
+7%
|
|
|
4012
|
|
$1.72M
|
-$82.4K
|
-229
|
-5%
|
|
|
4013
|
BluePath Capital Management
Atlanta,
Georgia
|
$1.72M
|
-$15.5K
|
-43
|
-0.9%
|
|
|
4014
|
Holowesko Partners
Nassau,
Bahamas
|
$1.72M
|
–
|
–
|
–
|
|
|
4015
|
Kearns & Associates
Palos Verdes Estates,
California
|
$1.72M
|
–
|
–
|
–
|
|
|
4016
|
Mosley Wealth Management
Anaheim,
California
|
$1.71M
|
-$763K
|
-2,119
|
-31%
|
|
|
4017
|
North Berkeley Wealth Management
Berkeley,
California
|
$1.71M
|
-$11.5K
|
-32
|
-0.7%
|
|
|
4018
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$1.71M
|
-$13K
|
-36
|
-0.7%
|
|
|
4019
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$1.7M
|
-$1.31M
|
-3,635
|
-43%
|
|
|
4020
|
Spinnaker Investment Group
Newport Beach,
California
|
$1.7M
|
+$582K
|
+1,616
|
+51%
|
|
|
4021
|
Crane Advisory
Fullerton,
California
|
$1.7M
|
-$5.04K
|
-14
|
-0.3%
|
|
|
4022
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$1.7M
|
+$18.4K
|
+51
|
+1%
|
|
|
4023
|
Vista Investment Partners II
Richmond,
Indiana
|
$1.7M
|
+$96.1K
|
+267
|
+6%
|
|
|
4024
|
RM Financial Services
Falmouth,
Maine
|
$1.7M
|
–
|
–
|
–
|
|
|
4025
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$1.69M
|
+$114K
|
+318
|
+7%
|
|
