|
3201
|
Broadleaf Partners
Hudson,
Ohio
|
$571K
|
–
|
–
|
–
|
|
|
3202
|
Next Capital Management
New York
|
$568K
|
–
|
–
|
–
|
|
|
3203
|
Towerpoint Wealth
Sacramento,
California
|
$568K
|
–
|
–
|
–
|
|
|
3204
|
W Advisors LLC
Germantown,
Tennessee
|
$568K
|
+$565K
|
+3,920
|
New
|
|
|
3205
|
WNY Asset Management
Williamsville,
New York
|
$567K
|
+$11.5K
|
+80
|
+2%
|
|
|
3206
|
AlphaSimPlex Group
Boston,
Massachusetts
|
$565K
|
-$795K
|
-5,520
|
-59%
|
|
|
3207
|
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
$565K
|
–
|
–
|
–
|
|
|
3208
|
Chemistry Wealth Management
New York
|
$565K
|
+$562K
|
+3,900
|
New
|
|
|
3209
|
Next Level Private
Harrison,
New York
|
$565K
|
+$562K
|
+3,900
|
New
|
|
|
3210
|
Blueshift Asset Management
Red Bank,
New Jersey
|
$562K
|
-$3.36M
|
-23,360
|
-86%
|
|
|
3211
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$562K
|
-$1.64M
|
-11,420
|
-75%
|
|
|
3212
|
Acima Private Wealth
Richmond,
Virginia
|
$562K
|
–
|
–
|
–
|
|
|
3213
|
AlphaCore Capital
La Jolla,
California
|
$562K
|
+$109K
|
+760
|
+24%
|
|
|
3214
|
World Investment Advisors
Santa Barbara,
California
|
$560K
|
+$202K
|
+1,400
|
+53%
|
|
|
3215
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$559K
|
–
|
–
|
–
|
|
|
3216
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$559K
|
+$107K
|
+740
|
+24%
|
|
|
3217
|
Flynn Zito Capital Management
Garden City,
New York
|
$554K
|
+$550K
|
+3,820
|
New
|
|
|
3218
|
Madrona Financial Services
Everett,
Washington
|
$553K
|
-$5.76K
|
-40
|
-1%
|
|
|
3219
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$550K
|
–
|
–
|
–
|
|
|
3220
|
Essex Private Wealth Management
Topsfield,
Massachusetts
|
$548K
|
–
|
–
|
–
|
|
|
3221
|
Camelot Portfolios
Maumee,
Ohio
|
$542K
|
-$144K
|
-1,000
|
-21%
|
|
|
3222
|
Well Done LLC
Holland,
Michigan
|
$542K
|
-$11.5K
|
-80
|
-2%
|
|
|
3223
|
Sonata Capital Group
Seattle,
Washington
|
$542K
|
+$72K
|
+500
|
+15%
|
|
|
3224
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$542K
|
+$144K
|
+1,000
|
+36%
|
|
|
3225
|
R.W. Roge & Company
Bohemia,
New York
|
$540K
|
–
|
–
|
–
|
|
