|
701
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$275K
|
–
|
–
|
–
|
|
|
702
|
Private Wealth Management Group
Princeton,
New Jersey
|
$275K
|
–
|
–
|
–
|
|
|
703
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$270K
|
–
|
–
|
–
|
|
|
704
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$270K
|
–
|
–
|
–
|
|
|
705
|
Empire Financial Management Company
New York
|
$270K
|
–
|
–
|
–
|
|
|
706
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$270K
|
–
|
–
|
–
|
|
|
707
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$269K
|
–
|
–
|
–
|
|
|
708
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$267K
|
+$258K
|
+627
|
New
|
|
|
709
|
Penobscot Investment Management
Boston,
Massachusetts
|
$267K
|
–
|
–
|
–
|
|
|
710
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$263K
|
+$254K
|
+617
|
New
|
|
|
711
|
LJI Wealth Management
Indianapolis,
Indiana
|
$262K
|
–
|
–
|
–
|
|
|
712
|
Granite FO LLC
Bedford,
New Hampshire
|
$261K
|
–
|
–
|
–
|
|
|
713
|
Partners in Financial Planning
Salem,
Virginia
|
$261K
|
–
|
–
|
–
|
|
|
714
|
BSW Wealth Partners
Boulder,
Colorado
|
$260K
|
–
|
–
|
–
|
|
|
715
|
Iconiq Capital
San Francisco,
California
|
$257K
|
–
|
–
|
–
|
|
|
716
|
CCG Wealth Management
San Diego,
California
|
$257K
|
–
|
–
|
–
|
|
|
717
|
CRA Financial Services
Northfield,
New Jersey
|
$256K
|
–
|
–
|
–
|
|
|
718
|
Napier Financial
Braintree,
Massachusetts
|
$254K
|
–
|
–
|
–
|
|
|
719
|
Stone Wealth Partners
Lafayette,
Louisiana
|
$254K
|
–
|
–
|
–
|
|
|
720
|
Rothschild Investment LLC
Chicago,
Illinois
|
$253K
|
–
|
–
|
–
|
|
|
721
|
Parkside Investments
Deerfield,
Illinois
|
$251K
|
+$243K
|
+589
|
New
|
|
|
722
|
Wayfinding Financial
Lynnwood,
Washington
|
$249K
|
–
|
–
|
–
|
|
|
723
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$248K
|
+$240K
|
+582
|
New
|
|
|
724
|
Mutual Advisors
Omaha,
Nebraska
|
$242K
|
–
|
–
|
–
|
|
|
725
|
Burney Company
Reston,
Virginia
|
$241K
|
–
|
–
|
–
|
|
