|
2701
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$387K
|
–
|
–
|
–
|
|
|
2702
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$387K
|
+$348K
|
+587
|
New
|
|
|
2703
|
|
$387K
|
-$5.48M
|
-9,248
|
-94%
|
|
|
2704
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$387K
|
+$347K
|
+586
|
New
|
|
|
2705
|
Peak Financial Management
Wellesley,
Massachusetts
|
$387K
|
–
|
–
|
–
|
|
|
2706
|
Townsend & Associates
Westminster,
Colorado
|
$386K
|
+$1.78K
|
+3
|
+0.5%
|
|
|
2707
|
Crescent Sterling
Metairie,
Louisiana
|
$386K
|
+$4.74K
|
+8
|
+1%
|
|
|
2708
|
Horizon Bancorp
Michigan City,
Indiana
|
$386K
|
+$74.1K
|
+125
|
+27%
|
|
|
2709
|
Elevatus Welath Management
Victor,
New York
|
$386K
|
+$4.15K
|
+7
|
+1%
|
|
|
2710
|
Pacific Sun Financial
Los Angeles,
California
|
$384K
|
–
|
–
|
–
|
|
|
2711
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$384K
|
+$16.6K
|
+28
|
+5%
|
|
|
2712
|
Means Investment Company
Bangor,
Maine
|
$384K
|
+$9.48K
|
+16
|
+3%
|
|
|
2713
|
LWM Advisory Services
Plantation,
Florida
|
$383K
|
+$12.4K
|
+21
|
+4%
|
|
|
2714
|
PGIM Custom Harvest
Newark,
New Jersey
|
$383K
|
+$48K
|
+81
|
+16%
|
|
|
2715
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$382K
|
+$343K
|
+579
|
New
|
|
|
2716
|
Whelan Financial
Fresno,
California
|
$382K
|
+$37.3K
|
+63
|
+12%
|
|
|
2717
|
|
$380K
|
-$71.7K
|
-121
|
-17%
|
|
|
2718
|
ETF Store
Overland Park,
Kansas
|
$379K
|
+$593
|
+1
|
+0.2%
|
|
|
2719
|
Fortis Group Advisors
Westwood,
New Jersey
|
$377K
|
+$6.52K
|
+11
|
+1%
|
|
|
2720
|
One Day In July LLC
Burlington,
Vermont
|
$377K
|
+$11.3K
|
+19
|
+3%
|
|
|
2721
|
Great Diamond Partners
Portland,
Maine
|
$376K
|
-$108K
|
-183
|
-24%
|
|
|
2722
|
Independent Family Office
Albany,
New York
|
$376K
|
–
|
–
|
–
|
|
|
2723
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$376K
|
-$4.15K
|
-7
|
-1%
|
|
|
2724
|
Retirement Solution
Redmond,
Washington
|
$376K
|
+$62.2K
|
+105
|
+23%
|
|
|
2725
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$376K
|
-$1.19K
|
-2
|
-0.4%
|
|
