|
2901
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$203K
|
-$25.6K
|
-115
|
-11%
|
|
|
2902
|
Westside Investment Management
Santa Monica,
California
|
$202K
|
–
|
–
|
–
|
|
|
2903
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$202K
|
+$3.12K
|
+14
|
+2%
|
|
|
2904
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$202K
|
-$14.3K
|
-64
|
-7%
|
|
|
2905
|
One Day In July LLC
Burlington,
Vermont
|
$201K
|
+$204K
|
+917
|
New
|
|
|
2906
|
Financial Insights
Tacoma,
Washington
|
$201K
|
–
|
–
|
–
|
|
|
2907
|
Sanders Morris Harris
Houston,
Texas
|
$201K
|
+$200K
|
+900
|
New
|
|
|
2908
|
Roberts Wealth Advisors
Palo Alto,
California
|
$200K
|
+$203K
|
+911
|
New
|
|
|
2909
|
RD Lewis Holdings
Maitland,
Florida
|
$200K
|
+$177K
|
+794
|
New
|
|
|
2910
|
Wambolt & Associates
Littleton,
Colorado
|
$200K
|
-$182K
|
-817
|
-47%
|
|
|
2911
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$200K
|
–
|
–
|
–
|
|
|
2912
|
Acorns Advisers
Irvine,
California
|
$200K
|
+$202K
|
+909
|
New
|
|
|
2913
|
Financiere des Professionnels
Montreal,
Quebec, Canada
|
$198K
|
–
|
–
|
–
|
|
|
2914
|
Bruce G. Allen Investments
Denver,
Colorado
|
$190K
|
+$4.68K
|
+21
|
+2%
|
|
|
2915
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$188K
|
–
|
–
|
–
|
|
|
2916
|
Kiely Wealth Advisory Group
Kernersville,
North Carolina
|
$188K
|
–
|
–
|
–
|
|
|
2917
|
Salomon & Ludwin
Richmond,
Virginia
|
$184K
|
-$29.6K
|
-133
|
-14%
|
|
|
2918
|
Teachers Insurance & Annuity Association of America
New York
|
$184K
|
–
|
–
|
–
|
|
|
2919
|
Stance Capital
Boston,
Massachusetts
|
$184K
|
+$186K
|
+837
|
New
|
|
|
2920
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$184K
|
–
|
–
|
–
|
|
|
2921
|
Compass Wealth Management
Guilford,
Connecticut
|
$182K
|
–
|
–
|
–
|
|
|
2922
|
Pinney & Scofield
Cambridge,
Massachusetts
|
$181K
|
+$184K
|
+824
|
New
|
|
|
2923
|
Bollard Group
Boston,
Massachusetts
|
$176K
|
–
|
–
|
–
|
|
|
2924
|
S.A. Mason
Holland,
Michigan
|
$175K
|
+$22.3K
|
+100
|
+14%
|
|
|
2925
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$171K
|
+$34.1K
|
+153
|
+24%
|
|
