|
3001
|
Lee Financial
Dallas,
Texas
|
$653K
|
-$32.9K
|
-33
|
-5%
|
|
|
3002
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$653K
|
+$8.97K
|
+9
|
+1%
|
|
|
3003
|
Foguth Wealth Management
Brighton,
Michigan
|
$650K
|
+$46.8K
|
+47
|
+7%
|
|
|
3004
|
Capital Squared Financial
Rockville,
Maryland
|
$650K
|
–
|
–
|
–
|
|
|
3005
|
Evansbrook
Bolingbrook,
Illinois
|
$648K
|
+$43.8K
|
+44
|
+7%
|
|
|
3006
|
Oder Investment Management
Woodland Hills,
California
|
$648K
|
–
|
–
|
–
|
|
|
3007
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$647K
|
–
|
–
|
–
|
|
|
3008
|
Sherman Asset Management
Ventura,
California
|
$647K
|
-$229K
|
-230
|
-25%
|
|
|
3009
|
HRC Wealth Management
Moscow,
Idaho
|
$647K
|
–
|
–
|
–
|
|
|
3010
|
Gambit Capital Management
Franklin,
Tennessee
|
$646K
|
+$17.9K
|
+18
|
+3%
|
|
|
3011
|
Tandem Investment Partners
Bordentown,
New Jersey
|
$645K
|
-$70.7K
|
-71
|
-9%
|
|
|
3012
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$645K
|
+$178K
|
+179
|
+35%
|
|
|
3013
|
Granite Harbor Advisors
Houston,
Texas
|
$644K
|
+$22.9K
|
+23
|
+3%
|
|
|
3014
|
Elm3 Financial Group
Alpharetta,
Georgia
|
$643K
|
-$26.9K
|
-27
|
-4%
|
|
|
3015
|
Optivise Advisory Services
Franklin,
Tennessee
|
$643K
|
-$11K
|
-11
|
-2%
|
|
|
3016
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$641K
|
-$36.9K
|
-37
|
-5%
|
|
|
3017
|
OneAscent Family Office
Birmingham,
Alabama
|
$640K
|
+$448K
|
+450
|
+192%
|
|
|
3018
|
Planning Alternatives
Birmingham,
Michigan
|
$639K
|
-$136K
|
-136
|
-17%
|
|
|
3019
|
SFM LLC
Manchester,
New Hampshire
|
$638K
|
+$9.96K
|
+10
|
+1%
|
|
|
3020
|
CWC Advisors
Lake Oswego,
Oregon
|
$638K
|
-$14.9K
|
-15
|
-2%
|
|
|
3021
|
Silver Grove Financial Group
Orchard Park,
New York
|
$638K
|
-$39.9K
|
-40
|
-6%
|
|
|
3022
|
Nestegg Advisors
Hauppauge,
New York
|
$636K
|
–
|
–
|
–
|
|
|
3023
|
Twin Tree Management
Dallas,
Texas
|
$635K
|
-$1.6M
|
-1,604
|
-70%
|
|
|
3024
|
Van Strum & Towne
San Francisco,
California
|
$635K
|
+$31.9K
|
+32
|
+5%
|
|
|
3025
|
InTrack Investment Management
South Burlington,
Vermont
|
$634K
|
+$139K
|
+140
|
+26%
|
|
