|
1851
|
Kaizen Financial Strategies
Campbell,
California
|
$425K
|
-$185K
|
-1,155
|
-33%
|
|
|
1852
|
Monument Capital Management
Alexandria,
Virginia
|
$425K
|
-$156K
|
-973
|
-30%
|
|
|
1853
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$425K
|
+$372K
|
+2,323
|
New
|
|
|
1854
|
Pacific Wealth Management
San Diego,
California
|
$424K
|
–
|
–
|
–
|
|
|
1855
|
CEDRUS
Littleton,
Colorado
|
$422K
|
+$370K
|
+2,309
|
New
|
|
|
1856
|
Ceera Investments
Bellaire,
Texas
|
$422K
|
-$20.8K
|
-130
|
-5%
|
|
|
1857
|
Simon Quick Advisors
Morristown,
New Jersey
|
$421K
|
-$8.96K
|
-56
|
-2%
|
|
|
1858
|
Inscription Capital
Houston,
Texas
|
$420K
|
–
|
–
|
–
|
|
|
1859
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$420K
|
+$51.9K
|
+324
|
+16%
|
|
|
1860
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$419K
|
–
|
–
|
–
|
|
|
1861
|
Drive Wealth Management
Lehi,
Utah
|
$418K
|
+$366K
|
+2,284
|
New
|
|
|
1862
|
Golden State Equity Partners
South Coast Metro,
California
|
$417K
|
-$71.7K
|
-448
|
-16%
|
|
|
1863
|
American National Bank & Trust
Wichita Falls,
Texas
|
$417K
|
+$203K
|
+1,270
|
+126%
|
|
|
1864
|
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
$417K
|
+$365K
|
+2,283
|
New
|
|
|
1865
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$416K
|
-$3.04K
|
-19
|
-0.8%
|
|
|
1866
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$415K
|
+$480
|
+3
|
+0.1%
|
|
|
1867
|
Heritage Financial Services
Westwood,
Massachusetts
|
$415K
|
+$364K
|
+2,271
|
New
|
|
|
1868
|
Safeguard Investment Advisory Group
Corona,
California
|
$414K
|
-$2.56K
|
-16
|
-0.7%
|
|
|
1869
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$414K
|
+$70.8K
|
+442
|
+24%
|
|
|
1870
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$413K
|
-$24.8K
|
-155
|
-6%
|
|
|
1871
|
Stonegate Investment Group
Birmingham,
Alabama
|
$413K
|
+$361K
|
+2,256
|
New
|
|
|
1872
|
Allen Investment Management
New York
|
$412K
|
–
|
–
|
–
|
|
|
1873
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$406K
|
+$355K
|
+2,219
|
New
|
|
|
1874
|
RBC Europe
London,
United Kingdom
|
$404K
|
-$956K
|
-5,974
|
-73%
|
|
|
1875
|
Merit Financial Group
Alpharetta,
Georgia
|
$403K
|
-$58.3K
|
-364
|
-14%
|
|
