|
3076
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$720K
|
+$704K
|
+5,180
|
New
|
|
|
3077
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$717K
|
+$19K
|
+140
|
+2%
|
|
|
3078
|
Liberty Wealth Management
Oakland,
California
|
$717K
|
+$73.3K
|
+540
|
+12%
|
|
|
3079
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$715K
|
+$421K
|
+3,100
|
+152%
|
|
|
3080
|
UAS Asset Management
New York
|
$712K
|
-$15.6M
|
-114,700
|
-96%
|
|
|
3081
|
Sonen Capital
San Francisco,
California
|
$712K
|
-$386K
|
-2,840
|
-36%
|
|
|
3082
|
|
$712K
|
+$695K
|
+5,120
|
New
|
|
|
3083
|
tru Independence
Portland,
Oregon
|
$711K
|
+$40.7K
|
+300
|
+6%
|
|
|
3084
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$709K
|
+$329K
|
+2,420
|
+90%
|
|
|
3085
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$706K
|
-$59.8K
|
-440
|
-8%
|
|
|
3086
|
&Partners
Nashville,
Tennessee
|
$706K
|
+$48.9K
|
+360
|
+8%
|
|
|
3087
|
RVW Wealth
Los Angeles,
California
|
$704K
|
+$141K
|
+1,040
|
+26%
|
|
|
3088
|
Portland Global Advisors
Portland,
Maine
|
$701K
|
-$48.9K
|
-360
|
-7%
|
|
|
3089
|
Salomon & Ludwin
Richmond,
Virginia
|
$701K
|
+$8.15K
|
+60
|
+1%
|
|
|
3090
|
CEDRUS
Littleton,
Colorado
|
$698K
|
+$32.6K
|
+240
|
+5%
|
|
|
3091
|
Tarbox Family Office
Newport Beach,
California
|
$698K
|
-$945K
|
-6,960
|
-58%
|
|
|
3092
|
First Bankers Trust
Louisville,
Kentucky
|
$698K
|
+$43.5K
|
+320
|
+7%
|
|
|
3093
|
NEIRG Wealth Management
North Andover,
Massachusetts
|
$695K
|
-$13.6K
|
-100
|
-2%
|
|
|
3094
|
Needham Investment Management
New York
|
$695K
|
–
|
–
|
–
|
|
|
3095
|
Fortune 45 LLC
Gonzales,
Louisiana
|
$695K
|
+$67.9K
|
+500
|
+11%
|
|
|
3096
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$693K
|
–
|
–
|
–
|
|
|
3097
|
Unionview LLC
Seattle,
Washington
|
$690K
|
-$54.3K
|
-400
|
-7%
|
|
|
3098
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$690K
|
–
|
–
|
–
|
|
|
3099
|
Smith Anglin Financial
Dallas,
Texas
|
$690K
|
+$13.6K
|
+100
|
+2%
|
|
|
3100
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$690K
|
+$35.3K
|
+260
|
+6%
|
|
