|
1601
|
Dale Q Rice Investment Management
Vancouver,
Washington
|
$695K
|
+$23.5K
|
+172
|
+3%
|
|
|
1602
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$694K
|
+$316K
|
+2,318
|
+64%
|
|
|
1603
|
Icon Wealth Advisors
Houston,
Texas
|
$694K
|
+$73.5K
|
+539
|
+10%
|
|
|
1604
|
Kaizen Financial Strategies
Campbell,
California
|
$693K
|
-$32.7K
|
-240
|
-4%
|
|
|
1605
|
Ingalls & Snyder LLC
New York
|
$693K
|
+$13.6K
|
+100
|
+2%
|
|
|
1606
|
Drive Wealth Management
Lehi,
Utah
|
$692K
|
-$383K
|
-2,809
|
-32%
|
|
|
1607
|
TIAA-CREF Individual & Institutional Services
New York
|
$691K
|
-$12K
|
-88
|
-1%
|
|
|
1608
|
|
$690K
|
+$474K
|
+3,478
|
+143%
|
|
|
1609
|
SageView Advisory Group
Newport Beach,
California
|
$690K
|
-$159K
|
-1,168
|
-16%
|
|
|
1610
|
Concord Wealth Partners
Abingdon,
Virginia
|
$689K
|
+$805K
|
+5,904
|
New
|
|
|
1611
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$686K
|
+$32.5K
|
+238
|
+4%
|
|
|
1612
|
Ring Mountain Capital
Tiburon,
California
|
$685K
|
+$11.5K
|
+84
|
+1%
|
|
|
1613
|
Fortune 45 LLC
Gonzales,
Louisiana
|
$681K
|
+$88.3K
|
+647
|
+12%
|
|
|
1614
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$681K
|
+$476K
|
+3,491
|
+149%
|
|
|
1615
|
Strive Financial Group
Carmel,
Indiana
|
$679K
|
+$523K
|
+3,834
|
+193%
|
|
|
1616
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$675K
|
+$25.5K
|
+187
|
+3%
|
|
|
1617
|
Keebeck Wealth Management
Chicago,
Illinois
|
$672K
|
+$88.9K
|
+652
|
+13%
|
|
|
1618
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$671K
|
–
|
–
|
–
|
|
|
1619
|
TigerOak Management
Albuquerque,
New Mexico
|
$668K
|
+$128K
|
+939
|
+20%
|
|
|
1620
|
Mosley Wealth Management
Anaheim,
California
|
$667K
|
+$64.7K
|
+474
|
+9%
|
|
|
1621
|
DDD Partners
Bellevue,
Washington
|
$664K
|
+$224K
|
+1,642
|
+41%
|
|
|
1622
|
Eastern Bank
Boston,
Massachusetts
|
$664K
|
+$267K
|
+1,954
|
+52%
|
|
|
1623
|
Gilpin Wealth Management
Denver,
Colorado
|
$663K
|
-$38.7K
|
-284
|
-5%
|
|
|
1624
|
GSB Wealth Management
Guilford,
Connecticut
|
$663K
|
+$67.4K
|
+494
|
+10%
|
|
|
1625
|
Fox Run Management
Greenwich,
Connecticut
|
$662K
|
+$78.3K
|
+574
|
+11%
|
|
