|
1801
|
WFA of San Diego
San Diego,
California
|
$713K
|
-$7.3K
|
-90
|
-1%
|
|
|
1802
|
Osprey Private Wealth
New York
|
$713K
|
+$444K
|
+5,466
|
+166%
|
|
|
1803
|
Sepio Capital
Salt Lake City,
Utah
|
$712K
|
-$372K
|
-4,578
|
-34%
|
|
|
1804
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$712K
|
–
|
–
|
–
|
|
|
1805
|
M Wealth Management LLC
San Diego,
California
|
$711K
|
+$1.46K
|
+18
|
+0.2%
|
|
|
1806
|
RAM Investment Partners
Bellevue,
Washington
|
$711K
|
+$5.84K
|
+72
|
+0.8%
|
|
|
1807
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$710K
|
+$709K
|
+8,736
|
New
|
|
|
1808
|
Castleview Partners
Dallas,
Texas
|
$708K
|
+$20.5K
|
+252
|
+3%
|
|
|
1809
|
BNP Paribas Financial Markets
Paris,
France
|
$707K
|
-$181K
|
-2,232
|
-20%
|
|
|
1810
|
Dover Advisors
Richmond,
Virginia
|
$706K
|
+$71.6K
|
+882
|
+11%
|
|
|
1811
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$703K
|
+$36.5K
|
+450
|
+5%
|
|
|
1812
|
Value Investment Professionals
New York
|
$703K
|
+$702K
|
+8,652
|
New
|
|
|
1813
|
Allspring Global Investments
Charlotte,
North Carolina
|
$703K
|
+$341K
|
+4,200
|
+95%
|
|
|
1814
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$702K
|
+$23.9K
|
+294
|
+4%
|
|
|
1815
|
Curated Wealth Partners
El Segundo,
California
|
$702K
|
–
|
–
|
–
|
|
|
1816
|
Vance Wealth
Santa Clarita,
California
|
$700K
|
-$36K
|
-444
|
-5%
|
|
|
1817
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$700K
|
-$3.9K
|
-48
|
-0.6%
|
|
|
1818
|
MOR Wealth Management
Philadelphia,
Pennsylvania
|
$699K
|
+$697K
|
+8,592
|
New
|
|
|
1819
|
Gradient Investments
Arden Hills,
Minnesota
|
$698K
|
+$21.4K
|
+264
|
+3%
|
|
|
1820
|
Pioneer Family Office
North Miami Beach,
Florida
|
$696K
|
+$694K
|
+8,556
|
New
|
|
|
1821
|
CLG LLC
Long Beach,
California
|
$695K
|
+$109K
|
+1,344
|
+19%
|
|
|
1822
|
MKD Wealth Coaches
Troy,
Michigan
|
$695K
|
–
|
–
|
–
|
|
|
1823
|
Elevation Wealth Management
Eden Prairie,
Minnesota
|
$691K
|
+$690K
|
+8,502
|
New
|
|
|
1824
|
Boston Family Office
Boston,
Massachusetts
|
$690K
|
–
|
–
|
–
|
|
|
1825
|
Farrell Financial
Orchard Park,
New York
|
$690K
|
+$36K
|
+444
|
+6%
|
|
