|
3026
|
Capital Squared Financial
Rockville,
Maryland
|
$650K
|
–
|
–
|
–
|
|
|
3027
|
Evansbrook
Bolingbrook,
Illinois
|
$648K
|
+$43.8K
|
+44
|
+7%
|
|
|
3028
|
Oder Investment Management
Woodland Hills,
California
|
$648K
|
–
|
–
|
–
|
|
|
3029
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$647K
|
–
|
–
|
–
|
|
|
3030
|
Sherman Asset Management
Ventura,
California
|
$647K
|
-$229K
|
-230
|
-25%
|
|
|
3031
|
HRC Wealth Management
Moscow,
Idaho
|
$647K
|
–
|
–
|
–
|
|
|
3032
|
Gambit Capital Management
Franklin,
Tennessee
|
$646K
|
+$17.9K
|
+18
|
+3%
|
|
|
3033
|
Tandem Investment Partners
Bordentown,
New Jersey
|
$645K
|
-$70.7K
|
-71
|
-9%
|
|
|
3034
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$645K
|
+$178K
|
+179
|
+35%
|
|
|
3035
|
Granite Harbor Advisors
Houston,
Texas
|
$644K
|
+$22.9K
|
+23
|
+3%
|
|
|
3036
|
Elm3 Financial Group
Alpharetta,
Georgia
|
$643K
|
-$26.9K
|
-27
|
-4%
|
|
|
3037
|
Optivise Advisory Services
Franklin,
Tennessee
|
$643K
|
-$11K
|
-11
|
-2%
|
|
|
3038
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$641K
|
-$36.9K
|
-37
|
-5%
|
|
|
3039
|
OneAscent Family Office
Birmingham,
Alabama
|
$640K
|
+$448K
|
+450
|
+192%
|
|
|
3040
|
Planning Alternatives
Birmingham,
Michigan
|
$639K
|
-$136K
|
-136
|
-17%
|
|
|
3041
|
SFM LLC
Manchester,
New Hampshire
|
$638K
|
+$9.96K
|
+10
|
+1%
|
|
|
3042
|
CWC Advisors
Lake Oswego,
Oregon
|
$638K
|
-$14.9K
|
-15
|
-2%
|
|
|
3043
|
Silver Grove Financial Group
Orchard Park,
New York
|
$638K
|
-$39.9K
|
-40
|
-6%
|
|
|
3044
|
Nestegg Advisors
Hauppauge,
New York
|
$636K
|
–
|
–
|
–
|
|
|
3045
|
Twin Tree Management
Dallas,
Texas
|
$635K
|
-$1.6M
|
-1,604
|
-70%
|
|
|
3046
|
Van Strum & Towne
San Francisco,
California
|
$635K
|
+$31.9K
|
+32
|
+5%
|
|
|
3047
|
InTrack Investment Management
South Burlington,
Vermont
|
$634K
|
+$139K
|
+140
|
+26%
|
|
|
3048
|
SP Asset Management
Cupertino,
California
|
$633K
|
+$349K
|
+350
|
+107%
|
|
|
3049
|
First Growth Capital
Pikesville,
Maryland
|
$632K
|
–
|
–
|
–
|
|
|
3050
|
Successful Portfolios
Clearwater,
Florida
|
$632K
|
-$16.9K
|
-17
|
-2%
|
|
