|
5326
|
Momentum Wealth Planning
Estero,
Florida
|
$288K
|
–
|
–
|
–
|
|
|
5327
|
PPS&V Asset Management Consultants
Portage,
Michigan
|
$288K
|
–
|
–
|
–
|
|
|
5328
|
Ping Capital Management
New York
|
$288K
|
+$314K
|
+1,000
|
New
|
|
|
5329
|
Innovator Capital Management
Wheaton,
Illinois
|
$287K
|
+$37.4K
|
+119
|
+14%
|
|
|
5330
|
Valley Financial Group
Ambler,
Pennsylvania
|
$286K
|
-$31.1K
|
-99
|
-9%
|
|
|
5331
|
McDonough Capital Management
Orlando,
Florida
|
$285K
|
–
|
–
|
–
|
|
|
5332
|
|
$285K
|
+$15.7K
|
+50
|
+5%
|
|
|
5333
|
LiftPoint Family Wealth Advisors
Far Hills,
New Jersey
|
$285K
|
+$39.6K
|
+126
|
+15%
|
|
|
5334
|
NDWM LLC
La Jolla,
California
|
$285K
|
+$44K
|
+140
|
+16%
|
|
|
5335
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$284K
|
+$5.97K
|
+19
|
+2%
|
|
|
5336
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$284K
|
+$21.7K
|
+69
|
+8%
|
|
|
5337
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$284K
|
–
|
–
|
–
|
|
|
5338
|
Klein Pavlis & Peasley Financial
Irvine,
California
|
$284K
|
+$310K
|
+987
|
New
|
|
|
5339
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$283K
|
–
|
–
|
–
|
|
|
5340
|
Brown Financial Advisors
Milford,
Ohio
|
$283K
|
+$16.7K
|
+53
|
+6%
|
|
|
5341
|
Vistica Wealth Advisors
Carlsbad,
California
|
$283K
|
+$15.7K
|
+50
|
+5%
|
|
|
5342
|
RFP Financial Group
Atlanta,
Georgia
|
$282K
|
-$314
|
-1
|
-0.1%
|
|
|
5343
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$282K
|
-$1.13M
|
-3,600
|
-79%
|
|
|
5344
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$281K
|
+$6.28K
|
+20
|
+2%
|
|
|
5345
|
Partners Wealth Management
Carmel By The Sea,
California
|
$281K
|
+$3.46K
|
+11
|
+1%
|
|
|
5346
|
Josh Arnold Investment Consultant
Edina,
Minnesota
|
$280K
|
-$23.6K
|
-75
|
-7%
|
|
|
5347
|
Peck Wealth Management
White Plains,
New York
|
$280K
|
–
|
–
|
–
|
|
|
5348
|
Krane Financial Solutions
Calabasas,
California
|
$280K
|
+$306K
|
+973
|
New
|
|
|
5349
|
Family Investment Center
Saint Joseph,
Missouri
|
$279K
|
+$103K
|
+329
|
+51%
|
|
|
5350
|
Atlas Wealth Partners
Wyomissing,
Pennsylvania
|
$279K
|
–
|
–
|
–
|
|
