|
3001
|
Telemetry Investments
New York
|
$309K
|
+$296K
|
+3,000
|
New
|
|
|
3002
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$307K
|
-$49.3K
|
-500
|
-14%
|
|
|
3003
|
Falcon Wealth Planning
Ontario,
California
|
$307K
|
–
|
–
|
–
|
|
|
3004
|
Mosaic Advisors
Houston,
Texas
|
$307K
|
+$294K
|
+2,980
|
New
|
|
|
3005
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$305K
|
-$21.7K
|
-220
|
-7%
|
|
|
3006
|
Signet Investment Advisory Group
Providence,
Rhode Island
|
$305K
|
-$19.7K
|
-200
|
-6%
|
|
|
3007
|
Financial Perspectives
Minneapolis,
Minnesota
|
$303K
|
–
|
–
|
–
|
|
|
3008
|
David J. Yvars Group
University Park,
Florida
|
$303K
|
+$11.8K
|
+120
|
+4%
|
|
|
3009
|
PSI Advisors
Tampa,
Florida
|
$303K
|
+$290K
|
+2,940
|
New
|
|
|
3010
|
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
|
$302K
|
+$51.3K
|
+520
|
+22%
|
|
|
3011
|
Sanders Morris Harris
Houston,
Texas
|
$301K
|
-$3.17M
|
-32,160
|
-92%
|
|
|
3012
|
Hills Bank & Trust
North Liberty,
Iowa
|
$299K
|
–
|
–
|
–
|
|
|
3013
|
Magnolia Capital Management
Cold Spring,
New York
|
$299K
|
–
|
–
|
–
|
|
|
3014
|
Fiducient Advisors
Chicago,
Illinois
|
$299K
|
+$15.8K
|
+160
|
+6%
|
|
|
3015
|
Red Door Wealth Management
Memphis,
Tennessee
|
$297K
|
+$7.89K
|
+80
|
+3%
|
|
|
3016
|
Legacy Wealth Partners (California)
Calabasas,
California
|
$295K
|
-$47.4K
|
-480
|
-14%
|
|
|
3017
|
Isthmus Partners
Madison,
Wisconsin
|
$295K
|
-$13.8K
|
-140
|
-5%
|
|
|
3018
|
Old North State Trust
Greensboro,
North Carolina
|
$295K
|
–
|
–
|
–
|
|
|
3019
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$294K
|
+$130K
|
+1,320
|
+35%
|
|
|
3020
|
NFP Retirement Inc
Aliso Viejo,
California
|
$293K
|
+$15.8K
|
+160
|
+6%
|
|
|
3021
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$291K
|
-$79K
|
-800
|
-22%
|
|
|
3022
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$291K
|
-$17.8K
|
-180
|
-6%
|
|
|
3023
|
Chiron Capital Management
Tallahassee,
Florida
|
$291K
|
-$9.87K
|
-100
|
-3%
|
|
|
3024
|
Fermata Advisors
Sonoma,
California
|
$291K
|
+$280K
|
+2,840
|
New
|
|
|
3025
|
Titus Wealth Management
Larskpur,
California
|
$289K
|
–
|
–
|
–
|
|
