|
3001
|
Falcon Wealth Planning
Ontario,
California
|
$409K
|
-$44K
|
-136
|
-11%
|
|
|
3002
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$409K
|
+$15.2K
|
+47
|
+4%
|
|
|
3003
|
Riverview Trust Company
Vancouver,
Washington
|
$409K
|
+$375K
|
+1,158
|
New
|
|
|
3004
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$408K
|
+$3.23K
|
+10
|
+0.9%
|
|
|
3005
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$407K
|
+$647
|
+2
|
+0.2%
|
|
|
3006
|
Clearview Wealth Advisors
Salem,
Oregon
|
$406K
|
-$265K
|
-820
|
-42%
|
|
|
3007
|
Aristotle Capital Management
Los Angeles,
California
|
$406K
|
–
|
–
|
–
|
|
|
3008
|
Fortis Advisors
Wayne,
Pennsylvania
|
$406K
|
–
|
–
|
–
|
|
|
3009
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$406K
|
+$16.2K
|
+50
|
+5%
|
|
|
3010
|
US Asset Management LLC
Pittsburgh,
Pennsylvania
|
$405K
|
–
|
–
|
–
|
|
|
3011
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$404K
|
–
|
–
|
–
|
|
|
3012
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$404K
|
–
|
–
|
–
|
|
|
3013
|
Sanders Morris Harris
Houston,
Texas
|
$404K
|
–
|
–
|
–
|
|
|
3014
|
Oak Family Advisors
Chicago,
Illinois
|
$404K
|
+$6.47K
|
+20
|
+2%
|
|
|
3015
|
Toth Financial Advisory
Leesburg,
Virginia
|
$404K
|
+$202K
|
+623
|
+119%
|
|
|
3016
|
Millennium Capital Advisors
Little Rock,
Arkansas
|
$401K
|
+$103K
|
+317
|
+39%
|
|
|
3017
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$399K
|
–
|
–
|
–
|
|
|
3018
|
Willow Creek Wealth Management
Sebastopol,
California
|
$398K
|
+$10.7K
|
+33
|
+3%
|
|
|
3019
|
Miramar Capital
Northbrook,
Illinois
|
$397K
|
-$6.47K
|
-20
|
-2%
|
|
|
3020
|
GDS Wealth Management
Flower Mound,
Texas
|
$397K
|
-$1.94K
|
-6
|
-0.5%
|
|
|
3021
|
Rezny Wealth Management
Fort Myers,
Florida
|
$397K
|
–
|
–
|
–
|
|
|
3022
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$397K
|
–
|
–
|
–
|
|
|
3023
|
Bogart Wealth LLC
Mclean,
Virginia
|
$395K
|
+$17.1K
|
+53
|
+5%
|
|
|
3024
|
Spearhead Capital Advisors
Wellington,
Florida
|
$395K
|
+$362K
|
+1,119
|
New
|
|
|
3025
|
GoalFusion Wealth Management
Austin,
Texas
|
$394K
|
-$14.2K
|
-44
|
-4%
|
|
