|
1101
|
Pine Valley Investments
Marlton,
New Jersey
|
$630K
|
+$161K
|
+1,271
|
+37%
|
|
|
1102
|
Quotient Wealth Partners
Dallas,
Texas
|
$629K
|
+$82.7K
|
+653
|
+16%
|
|
|
1103
|
Capital Squared Financial
Rockville,
Maryland
|
$627K
|
+$596K
|
+4,702
|
New
|
|
|
1104
|
Ipsen Advisor Group
Little Rock,
Arkansas
|
$627K
|
-$9.88K
|
-78
|
-2%
|
|
|
1105
|
Destination Wealth Management
Walnut Creek,
California
|
$626K
|
-$40.7K
|
-321
|
-6%
|
|
|
1106
|
BFSG LLC
Irvine,
California
|
$625K
|
-$9.5K
|
-75
|
-2%
|
|
|
1107
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$623K
|
+$18.2K
|
+144
|
+3%
|
|
|
1108
|
Fisher Asset Management
Camas,
Washington
|
$622K
|
+$305K
|
+2,408
|
+107%
|
|
|
1109
|
Keystone Wealth Services
Palm Desert,
California
|
$621K
|
-$115K
|
-911
|
-16%
|
|
|
1110
|
SOL Capital Management
Rockville,
Maryland
|
$620K
|
-$31.7K
|
-250
|
-5%
|
|
|
1111
|
Kagan Cocozza Asset Management
Mickleton,
New Jersey
|
$615K
|
-$237K
|
-1,871
|
-29%
|
|
|
1112
|
SeaCrest Wealth Management
Purchase,
New York
|
$614K
|
-$13.9K
|
-110
|
-2%
|
|
|
1113
|
ADE LLC
Baltimore,
Maryland
|
$614K
|
-$6.71K
|
-53
|
-1%
|
|
|
1114
|
Meridian Financial
Holliston,
Massachusetts
|
$613K
|
+$36K
|
+284
|
+7%
|
|
|
1115
|
MONECO Advisors
Fairfield,
Connecticut
|
$613K
|
+$16.2K
|
+128
|
+3%
|
|
|
1116
|
5T Wealth
Napa,
California
|
$610K
|
+$368K
|
+2,905
|
+174%
|
|
|
1117
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$609K
|
-$12K
|
-95
|
-2%
|
|
|
1118
|
Summit X LLC
Chesterfield,
Missouri
|
$607K
|
+$294K
|
+2,318
|
+104%
|
|
|
1119
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$605K
|
–
|
–
|
–
|
|
|
1120
|
Brio Consultants
San Francisco,
California
|
$605K
|
–
|
–
|
–
|
|
|
1121
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$602K
|
+$67.4K
|
+532
|
+13%
|
|
|
1122
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$601K
|
-$65.2K
|
-515
|
-10%
|
|
|
1123
|
Libra Wealth
Los Gatos,
California
|
$599K
|
–
|
–
|
–
|
|
|
1124
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$598K
|
+$3.17K
|
+25
|
+0.6%
|
|
|
1125
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$598K
|
–
|
–
|
–
|
|
