|
2201
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$1.61M
|
+$520K
|
+847
|
+48%
|
|
|
2202
|
Stiles Financial Services
Edina,
Minnesota
|
$1.61M
|
-$11K
|
-18
|
-0.7%
|
|
|
2203
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$1.61M
|
-$62.6K
|
-102
|
-4%
|
|
|
2204
|
Disciplined Investments
Tulsa,
Oklahoma
|
$1.61M
|
-$36.2K
|
-59
|
-2%
|
|
|
2205
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
$1.61M
|
+$1.6M
|
+2,615
|
New
|
|
|
2206
|
Grant Private Wealth Management
Pleasanton,
California
|
$1.6M
|
+$323K
|
+526
|
+25%
|
|
|
2207
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1.6M
|
-$121K
|
-197
|
-7%
|
|
|
2208
|
Breakwater Capital Group
Paramus,
New Jersey
|
$1.6M
|
-$9.2K
|
-15
|
-0.6%
|
|
|
2209
|
Edge Financial Advisors
Wheaton,
Illinois
|
$1.6M
|
-$6.75K
|
-11
|
-0.4%
|
|
|
2210
|
BigSur Wealth Management
Miami,
Florida
|
$1.6M
|
+$11.7K
|
+19
|
+0.7%
|
|
|
2211
|
Pacific Asset Management
Gig Harbor,
Washington
|
$1.6M
|
+$3.07K
|
+5
|
+0.2%
|
|
|
2212
|
Copley Financial Group
San Diego,
California
|
$1.6M
|
+$63.2K
|
+103
|
+4%
|
|
|
2213
|
TigerOak Management
Albuquerque,
New Mexico
|
$1.59M
|
-$30.1K
|
-49
|
-2%
|
|
|
2214
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$1.59M
|
+$4.29K
|
+7
|
+0.3%
|
|
|
2215
|
Legacy Financial Advisors
Covington,
Kentucky
|
$1.59M
|
+$614
|
+1
|
+0%
|
|
|
2216
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$1.59M
|
+$614
|
+1
|
+0%
|
|
|
2217
|
Wealth Analytics Partners
San Diego,
California
|
$1.59M
|
+$1.59M
|
+2,586
|
New
|
|
|
2218
|
Cornerstone Planning
Charlotte,
North Carolina
|
$1.59M
|
+$1.59M
|
+2,585
|
New
|
|
|
2219
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$1.59M
|
+$614
|
+1
|
+0%
|
|
|
2220
|
Bridgewealth Advisory Group
Fresno,
California
|
$1.58M
|
+$21.5K
|
+35
|
+1%
|
|
|
2221
|
Capstone Investment Advisors
New York
|
$1.58M
|
-$10.1M
|
-16,536
|
-87%
|
|
|
2222
|
Fairman Group
Chesterbrook,
Pennsylvania
|
$1.58M
|
–
|
–
|
–
|
|
|
2223
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$1.58M
|
+$379K
|
+618
|
+32%
|
|
|
2224
|
Cedar Wealth Management
Walnut Creek,
California
|
$1.58M
|
-$6.75K
|
-11
|
-0.4%
|
|
|
2225
|
Powers Advisory Group
Highland,
Illinois
|
$1.57M
|
+$61.4K
|
+100
|
+4%
|
|
