|
3001
|
Lyell Wealth Management
Menlo Park,
California
|
$330K
|
–
|
–
|
–
|
|
|
3002
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$330K
|
-$2.07M
|
-11,081
|
-87%
|
|
|
3003
|
Painted Porch Advisors
Santa Barbara,
California
|
$329K
|
–
|
–
|
–
|
|
|
3004
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$328K
|
–
|
–
|
–
|
|
|
3005
|
Christensen King & Associates Investment Services
Richland,
Washington
|
$327K
|
+$187
|
+1
|
+0.1%
|
|
|
3006
|
Centennial Bank
Conway,
Arkansas
|
$325K
|
-$7.28K
|
-39
|
-2%
|
|
|
3007
|
Vawter Financial
Columbus,
Ohio
|
$325K
|
–
|
–
|
–
|
|
|
3008
|
WealthGarden F.S.
El Segundo,
California
|
$325K
|
-$187
|
-1
|
-0.1%
|
|
|
3009
|
Windward Capital Management
Los Angeles,
California
|
$325K
|
+$307K
|
+1,646
|
New
|
|
|
3010
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$325K
|
+$35.5K
|
+190
|
+12%
|
|
|
3011
|
Strategy Asset Managers
Pasadena,
California
|
$324K
|
+$307K
|
+1,643
|
New
|
|
|
3012
|
Wealth Quarterback
Toms River,
New Jersey
|
$324K
|
-$74.8K
|
-401
|
-20%
|
|
|
3013
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$323K
|
-$86.8K
|
-465
|
-22%
|
|
|
3014
|
Professional Financial Advisors
North Platte,
Nebraska
|
$323K
|
+$10.1K
|
+54
|
+3%
|
|
|
3015
|
KFG Wealth Management
Granger,
Indiana
|
$323K
|
+$3.36K
|
+18
|
+1%
|
|
|
3016
|
Garrison Point Advisors
Walnut Creek,
California
|
$323K
|
–
|
–
|
–
|
|
|
3017
|
Allstate Corporation
Northbrook,
Illinois
|
$322K
|
-$788K
|
-4,223
|
-72%
|
|
|
3018
|
KEB Asset Management
Springfield,
Illinois
|
$322K
|
-$73.2K
|
-392
|
-19%
|
|
|
3019
|
SJS Investment Consulting
Sylvania,
Ohio
|
$322K
|
-$1.49K
|
-8
|
-0.5%
|
|
|
3020
|
Inspire Advisors
Meridian,
Idaho
|
$321K
|
+$16.2K
|
+87
|
+6%
|
|
|
3021
|
Canandaigua National Trust of Florida
Canandaigua,
New York
|
$321K
|
+$303K
|
+1,624
|
New
|
|
|
3022
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
$321K
|
+$303K
|
+1,623
|
New
|
|
|
3023
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$320K
|
+$39.4K
|
+211
|
+14%
|
|
|
3024
|
Finivi Inc
Westborough,
Massachusetts
|
$319K
|
+$1.12K
|
+6
|
+0.4%
|
|
|
3025
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$318K
|
–
|
–
|
–
|
|
