|
2201
|
Golden Reserve Retirement
Dublin,
Ohio
|
$307K
|
+$90.2K
|
+519
|
+39%
|
|
|
2202
|
Rockline Wealth Management
Plainview,
New York
|
$307K
|
–
|
–
|
–
|
|
|
2203
|
Insight Advisors
Newtown,
Pennsylvania
|
$307K
|
-$100K
|
-577
|
-24%
|
|
|
2204
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$307K
|
+$17.9K
|
+103
|
+6%
|
|
|
2205
|
Breakwater Capital Group
Paramus,
New Jersey
|
$306K
|
+$28K
|
+161
|
+10%
|
|
|
2206
|
Fairscale Capital
Nashua,
New Hampshire
|
$306K
|
–
|
–
|
–
|
|
|
2207
|
Veery Capital
Wilmington,
Delaware
|
$306K
|
-$695
|
-4
|
-0.2%
|
|
|
2208
|
Cercano Management
Bellevue,
Washington
|
$305K
|
–
|
–
|
–
|
|
|
2209
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$305K
|
–
|
–
|
–
|
|
|
2210
|
Tilson Financial Group
New Providence,
New Jersey
|
$305K
|
+$7.13K
|
+41
|
+2%
|
|
|
2211
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$305K
|
-$37.4K
|
-215
|
-11%
|
|
|
2212
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$304K
|
-$3.82K
|
-22
|
-1%
|
|
|
2213
|
Community Bank
Dewitt,
New York
|
$304K
|
-$7.65K
|
-44
|
-2%
|
|
|
2214
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$304K
|
+$48.8K
|
+281
|
+18%
|
|
|
2215
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$303K
|
+$76.6K
|
+441
|
+32%
|
|
|
2216
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$303K
|
+$174
|
+1
|
+0.1%
|
|
|
2217
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$303K
|
-$25.2K
|
-145
|
-7%
|
|
|
2218
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$303K
|
-$15.3K
|
-88
|
-5%
|
|
|
2219
|
Lincoln Capital
Lincoln,
Nebraska
|
$303K
|
–
|
–
|
–
|
|
|
2220
|
Chicago Capital
Chicago,
Illinois
|
$302K
|
-$5.21K
|
-30
|
-2%
|
|
|
2221
|
Chatham Capital Group
Savannah,
Georgia
|
$302K
|
–
|
–
|
–
|
|
|
2222
|
Orion Investment Company
St. Louis,
Missouri
|
$301K
|
+$42.2K
|
+243
|
+15%
|
|
|
2223
|
Fortis Group Advisors
Westwood,
New Jersey
|
$301K
|
-$1.22K
|
-7
|
-0.4%
|
|
|
2224
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$301K
|
+$316K
|
+1,818
|
New
|
|
|
2225
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$300K
|
–
|
–
|
–
|
|
