|
3101
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$515K
|
–
|
–
|
–
|
|
|
3102
|
Curated Wealth Partners
El Segundo,
California
|
$515K
|
+$14.9K
|
+15
|
+3%
|
|
|
3103
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$515K
|
–
|
–
|
–
|
|
|
3104
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$515K
|
+$73.6K
|
+74
|
+17%
|
|
|
3105
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$514K
|
-$312K
|
-314
|
-38%
|
|
|
3106
|
Carmel Capital Partners
San Diego,
California
|
$514K
|
-$72.6K
|
-73
|
-12%
|
|
|
3107
|
Clay Northam Wealth Management
Huntington Beach,
California
|
$514K
|
–
|
–
|
–
|
|
|
3108
|
Williams & Novak
Westlake Village,
California
|
$514K
|
-$195K
|
-196
|
-27%
|
|
|
3109
|
Tumwater Wealth Management
Boise,
Idaho
|
$513K
|
–
|
–
|
–
|
|
|
3110
|
Destiny Wealth Partners
Tavares,
Florida
|
$513K
|
+$515K
|
+518
|
New
|
|
|
3111
|
Burford Brothers
Dallas,
Texas
|
$512K
|
-$23.9K
|
-24
|
-4%
|
|
|
3112
|
SSI Investment Management
Los Angeles,
California
|
$512K
|
-$402K
|
-404
|
-44%
|
|
|
3113
|
Haven Private
Orlando,
Florida
|
$512K
|
+$273K
|
+275
|
+114%
|
|
|
3114
|
Dale Q Rice Investment Management
Vancouver,
Washington
|
$511K
|
-$534K
|
-537
|
-50%
|
|
|
3115
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$511K
|
-$29.8K
|
-30
|
-5%
|
|
|
3116
|
Yarbrough Capital
Franklin,
Tennessee
|
$510K
|
–
|
–
|
–
|
|
|
3117
|
CVFG LLC
Shelbyville,
Indiana
|
$509K
|
+$101K
|
+102
|
+25%
|
|
|
3118
|
First Financial Bankshares
Abilene,
Texas
|
$509K
|
-$82.5K
|
-83
|
-14%
|
|
|
3119
|
Great Diamond Partners
Portland,
Maine
|
$508K
|
+$172K
|
+173
|
+51%
|
|
|
3120
|
Hidden Cove Wealth Management
Bainbridge Island,
Washington
|
$505K
|
+$54.7K
|
+55
|
+12%
|
|
|
3121
|
Centricity Wealth Management
Westerville,
Ohio
|
$505K
|
+$20.9K
|
+21
|
+4%
|
|
|
3122
|
Alpine Woods Capital Investors
Purchase,
New York
|
$504K
|
+$92.4K
|
+93
|
+22%
|
|
|
3123
|
Rovin Capital
Mesa,
Arizona
|
$503K
|
+$19.9K
|
+20
|
+4%
|
|
|
3124
|
Archvest Wealth Advisors
Concord,
California
|
$503K
|
–
|
–
|
–
|
|
|
3125
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$503K
|
-$132K
|
-133
|
-21%
|
|
