|
3001
|
Red Tortoise LLC
Atlanta,
Georgia
|
$397K
|
–
|
–
|
–
|
|
|
3002
|
tru Independence
Portland,
Oregon
|
$397K
|
–
|
–
|
–
|
|
|
3003
|
Warther Private Wealth
Akron,
Ohio
|
$397K
|
+$169K
|
+1,240
|
+78%
|
|
|
3004
|
Southland Equity Partners
Wildwood,
Missouri
|
$397K
|
+$144K
|
+1,060
|
+60%
|
|
|
3005
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$394K
|
–
|
–
|
–
|
|
|
3006
|
Facet Wealth Inc
Baltimore,
Maryland
|
$394K
|
+$21.8K
|
+160
|
+6%
|
|
|
3007
|
O'Dell Group
Cincinnati,
Ohio
|
$394K
|
+$38.1K
|
+280
|
+11%
|
|
|
3008
|
Advisor OS
Chicago,
Illinois
|
$391K
|
-$1.81M
|
-13,320
|
-83%
|
|
|
3009
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$391K
|
–
|
–
|
–
|
|
|
3010
|
Hourglass Capital
Houston,
Texas
|
$391K
|
–
|
–
|
–
|
|
|
3011
|
Jupiter Wealth Management
Glendale,
Colorado
|
$391K
|
–
|
–
|
–
|
|
|
3012
|
MRA Advisory Group
Parsippany,
New Jersey
|
$388K
|
-$38.1K
|
-280
|
-9%
|
|
|
3013
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$388K
|
-$16.3K
|
-120
|
-4%
|
|
|
3014
|
626 Financial
Portage,
Michigan
|
$388K
|
–
|
–
|
–
|
|
|
3015
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$388K
|
–
|
–
|
–
|
|
|
3016
|
South Street Advisors
New York
|
$388K
|
–
|
–
|
–
|
|
|
3017
|
Saturna Capital
Bellingham,
Washington
|
$388K
|
+$106K
|
+780
|
+39%
|
|
|
3018
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$388K
|
+$378K
|
+2,780
|
New
|
|
|
3019
|
Prentice Wealth Management
Rochester,
New York
|
$386K
|
–
|
–
|
–
|
|
|
3020
|
Raffa Wealth Management
Washington,
District of Columbia
|
$385K
|
+$2.72K
|
+20
|
+0.7%
|
|
|
3021
|
Summit Financial Strategies
Columbus,
Ohio
|
$385K
|
-$24.5K
|
-180
|
-6%
|
|
|
3022
|
Steward Financial Group
Colleyville,
Texas
|
$385K
|
+$313K
|
+2,300
|
+500%
|
|
|
3023
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$383K
|
-$10.9K
|
-80
|
-3%
|
|
|
3024
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$383K
|
–
|
–
|
–
|
|
|
3025
|
F/M Investments
Washington,
District of Columbia
|
$383K
|
–
|
–
|
–
|
|
