|
3001
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$166K
|
-$485K
|
-1,083
|
-74%
|
|
|
3002
|
High Point Wealth Management
Chester,
New Jersey
|
$166K
|
+$49.3K
|
+110
|
+40%
|
|
|
3003
|
GoalVest Advisory
New York
|
$165K
|
+$35.8K
|
+80
|
+26%
|
|
|
3004
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$164K
|
+$38.5K
|
+86
|
+29%
|
|
|
3005
|
Creative Capital Management Investments
San Diego,
California
|
$164K
|
+$48.8K
|
+109
|
+40%
|
|
|
3006
|
Community Financial Services Group
Newport,
Vermont
|
$160K
|
+$164K
|
+366
|
New
|
|
|
3007
|
Tripletail Wealth Management
Orlando,
Florida
|
$155K
|
+$11.2K
|
+25
|
+7%
|
|
|
3008
|
Founders Capital Management (Texas)
Houston,
Texas
|
$155K
|
–
|
–
|
–
|
|
|
3009
|
Chung Wu Investment Group
Sugar Land,
Texas
|
$154K
|
–
|
–
|
–
|
|
|
3010
|
Optiver Holding
Amsterdam,
Netherlands
|
$154K
|
–
|
–
|
–
|
|
|
3011
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$153K
|
–
|
–
|
–
|
|
|
3012
|
McMillan Office
St. Clair Shores,
Michigan
|
$151K
|
–
|
–
|
–
|
|
|
3013
|
Addison Advisors
Middlebury,
Vermont
|
$145K
|
–
|
–
|
–
|
|
|
3014
|
Fountainhead AM
Warren,
New Jersey
|
$145K
|
+$6.27K
|
+14
|
+4%
|
|
|
3015
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$144K
|
+$17K
|
+38
|
+13%
|
|
|
3016
|
Pioneer Family Office
North Miami Beach,
Florida
|
$143K
|
–
|
–
|
–
|
|
|
3017
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$142K
|
+$17.9K
|
+40
|
+14%
|
|
|
3018
|
IFG Advisory
Atlanta,
Georgia
|
$141K
|
-$9.47M
|
-21,136
|
-98%
|
|
|
3019
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$139K
|
–
|
–
|
–
|
|
|
3020
|
True Wealth Design
Akron,
Ohio
|
$136K
|
+$117K
|
+261
|
+466%
|
|
|
3021
|
CGC Financial Services
Lake Oswego,
Oregon
|
$132K
|
-$332K
|
-741
|
-71%
|
|
|
3022
|
Crews Bank & Trust
Wauchula,
Florida
|
$130K
|
+$4.03K
|
+9
|
+3%
|
|
|
3023
|
Tacita Capital
Toronto,
Ontario, Canada
|
$129K
|
–
|
–
|
–
|
|
|
3024
|
Kentucky Trust Company
Danville,
Kentucky
|
$127K
|
+$4.48K
|
+10
|
+4%
|
|
|
3025
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$126K
|
-$58.2K
|
-130
|
-31%
|
|
