|
901
|
Erickson Financial Group
Allentown,
Pennsylvania
|
$303K
|
-$12.2K
|
-204
|
-4%
|
|
|
902
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$303K
|
+$298K
|
+4,978
|
New
|
|
|
903
|
Capital Advantage
Walnut Creek,
California
|
$302K
|
+$297K
|
+4,968
|
New
|
|
|
904
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
$302K
|
-$1.21M
|
-20,175
|
-80%
|
|
|
905
|
Heritage Family Offices
Scottsdale,
Arizona
|
$302K
|
+$297K
|
+4,967
|
New
|
|
|
906
|
SMART Wealth
Omaha,
Nebraska
|
$301K
|
+$598
|
+10
|
+0.2%
|
|
|
907
|
Golden Reserve Retirement
Dublin,
Ohio
|
$301K
|
+$296K
|
+4,946
|
New
|
|
|
908
|
Strategic Blueprint
Atlanta,
Georgia
|
$300K
|
-$23K
|
-385
|
-7%
|
|
|
909
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$299K
|
+$294K
|
+4,918
|
New
|
|
|
910
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$297K
|
-$80.1K
|
-1,339
|
-22%
|
|
|
911
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$297K
|
+$32K
|
+535
|
+12%
|
|
|
912
|
Inspire Trust Company
Reno,
Nevada
|
$297K
|
+$292K
|
+4,883
|
New
|
|
|
913
|
World Equity Group
Schaumburg,
Illinois
|
$297K
|
+$292K
|
+4,877
|
New
|
|
|
914
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$296K
|
+$1.08K
|
+18
|
+0.4%
|
|
|
915
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$296K
|
-$13.1K
|
-219
|
-4%
|
|
|
916
|
|
$295K
|
+$1.79K
|
+30
|
+0.6%
|
|
|
917
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$295K
|
-$29.4K
|
-492
|
-9%
|
|
|
918
|
Neuberger Berman Group
New York
|
$295K
|
–
|
–
|
–
|
|
|
919
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$294K
|
+$20.2K
|
+338
|
+8%
|
|
|
920
|
Tucker Asset Management
Littleton,
Colorado
|
$294K
|
+$54.6K
|
+913
|
+23%
|
|
|
921
|
Glenview Trust
Louisville,
Kentucky
|
$294K
|
–
|
–
|
–
|
|
|
922
|
Lane Brothers & Co
Prescott,
Arizona
|
$291K
|
-$15.2K
|
-254
|
-5%
|
|
|
923
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$288K
|
-$18.1K
|
-303
|
-6%
|
|
|
924
|
Wise Wealth Partners
Phoenix,
Arizona
|
$288K
|
+$60
|
+1
|
+0%
|
|
|
925
|
Fusion Family Wealth
Woodbury,
New York
|
$286K
|
–
|
–
|
–
|
|
