|
3026
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$342K
|
+$6.41K
|
+52
|
+2%
|
|
|
3027
|
LWM Advisory Services
Plantation,
Florida
|
$342K
|
-$3.7K
|
-30
|
-1%
|
|
|
3028
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
$342K
|
+$370
|
+3
|
+0.1%
|
|
|
3029
|
NDVR Inc
Boston,
Massachusetts
|
$338K
|
-$6.04K
|
-49
|
-2%
|
|
|
3030
|
Aspen Wealth Strategies
Arvada,
Colorado
|
$338K
|
-$11.1K
|
-90
|
-3%
|
|
|
3031
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$338K
|
-$9.74K
|
-79
|
-3%
|
|
|
3032
|
CEDRUS
Littleton,
Colorado
|
$337K
|
-$102K
|
-824
|
-24%
|
|
|
3033
|
Penobscot Wealth Management
Portland,
Maine
|
$336K
|
+$9K
|
+73
|
+3%
|
|
|
3034
|
LRI Investments
Palm Beach Gardens,
Florida
|
$335K
|
+$313K
|
+2,541
|
New
|
|
|
3035
|
Destiny Wealth Partners
Tavares,
Florida
|
$335K
|
-$4.68K
|
-38
|
-1%
|
|
|
3036
|
Van Leeuwen & Company
Princeton,
New Jersey
|
$335K
|
+$54.7K
|
+444
|
+21%
|
|
|
3037
|
Fort LP
Chevy Chase,
Maryland
|
$335K
|
-$33.2K
|
-269
|
-10%
|
|
|
3038
|
Monument Group Wealth Advisors
Concord,
Massachusetts
|
$334K
|
+$312K
|
+2,530
|
New
|
|
|
3039
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$333K
|
-$27.7K
|
-225
|
-8%
|
|
|
3040
|
PGIM Custom Harvest
Newark,
New Jersey
|
$333K
|
+$311K
|
+2,526
|
New
|
|
|
3041
|
Peak Financial Management
Wellesley,
Massachusetts
|
$333K
|
+$311K
|
+2,521
|
New
|
|
|
3042
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$332K
|
+$310K
|
+2,519
|
New
|
|
|
3043
|
Texas Capital Bancshares
Dallas,
Texas
|
$332K
|
-$212K
|
-1,722
|
-41%
|
|
|
3044
|
Landaas & Company
Milwaukee,
Wisconsin
|
$331K
|
+$76.8K
|
+623
|
+33%
|
|
|
3045
|
Davis Capital Management
Jacksonville,
Florida
|
$330K
|
+$71.6K
|
+581
|
+30%
|
|
|
3046
|
Lazari Capital Management
Woodland Hills,
California
|
$330K
|
+$14.1K
|
+114
|
+5%
|
|
|
3047
|
Independent Investors Inc
Nesconset,
New York
|
$330K
|
-$3.08K
|
-25
|
-1%
|
|
|
3048
|
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
$330K
|
–
|
–
|
–
|
|
|
3049
|
Triton Wealth Management
Sun City,
Arizona
|
$330K
|
+$37K
|
+300
|
+13%
|
|
|
3050
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$329K
|
+$493
|
+4
|
+0.2%
|
|
