|
3301
|
Custom Index Systems
New York
|
$2.8M
|
+$162K
|
+745
|
+5%
|
|
|
3302
|
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
$2.8M
|
+$825K
|
+3,800
|
+35%
|
|
|
3303
|
Access Financial Services
Minneapolis,
Minnesota
|
$2.79M
|
-$57.7K
|
-266
|
-2%
|
|
|
3304
|
Coyle Financial Counsel
Glenview,
Illinois
|
$2.79M
|
+$422K
|
+1,946
|
+15%
|
|
|
3305
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$2.79M
|
-$682K
|
-3,143
|
-18%
|
|
|
3306
|
Signet Investment Advisory Group
Providence,
Rhode Island
|
$2.79M
|
+$29.7K
|
+137
|
+0.9%
|
|
|
3307
|
Forefront Wealth Partners
Austin,
Texas
|
$2.78M
|
+$120K
|
+553
|
+4%
|
|
|
3308
|
Fortress Private Ledger
Raleigh,
North Carolina
|
$2.78M
|
+$187K
|
+860
|
+6%
|
|
|
3309
|
Garda Capital Partners
Wayzata,
Minnesota
|
$2.77M
|
+$3.16M
|
+14,585
|
New
|
|
|
3310
|
International Private Wealth Advisors
San Diego,
California
|
$2.77M
|
+$32.1K
|
+148
|
+1%
|
|
|
3311
|
Wedge Capital Management
Charlotte,
North Carolina
|
$2.77M
|
+$95.5K
|
+440
|
+3%
|
|
|
3312
|
Physician Wealth Advisors
Midvale,
Utah
|
$2.77M
|
-$20.4K
|
-94
|
-0.6%
|
|
|
3313
|
Pasadena Private Wealth
Pasadena,
California
|
$2.76M
|
+$1.22M
|
+5,640
|
+64%
|
|
|
3314
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$2.76M
|
-$1.21M
|
-5,596
|
-28%
|
|
|
3315
|
PAX Financial Group
San Antonio,
Texas
|
$2.76M
|
+$160K
|
+737
|
+5%
|
|
|
3316
|
Canandaigua National Trust of Florida
Canandaigua,
New York
|
$2.76M
|
-$295K
|
-1,360
|
-9%
|
|
|
3317
|
Vivid Wealth Management
West Des Moines,
Iowa
|
$2.76M
|
-$401K
|
-1,850
|
-11%
|
|
|
3318
|
CLG LLC
Long Beach,
California
|
$2.75M
|
-$108K
|
-496
|
-3%
|
|
|
3319
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$2.75M
|
-$132K
|
-609
|
-4%
|
|
|
3320
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$2.75M
|
-$283K
|
-1,303
|
-8%
|
|
|
3321
|
Cunning Capital Partners
Morrisville,
North Carolina
|
$2.75M
|
-$18K
|
-83
|
-0.6%
|
|
|
3322
|
Investment Advisory Services
The Woodlands,
Texas
|
$2.74M
|
-$8.9K
|
-41
|
-0.3%
|
|
|
3323
|
Channel Wealth
Santa Barbara,
California
|
$2.74M
|
+$28.4K
|
+131
|
+0.9%
|
|
|
3324
|
Greenberg Financial Group
Tucson,
Arizona
|
$2.74M
|
+$2.86M
|
+13,168
|
New
|
|
|
3325
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$2.74M
|
+$47.5K
|
+219
|
+2%
|
|
