|
3301
|
GeoWealth Management
Chicago,
Illinois
|
$539K
|
+$58.9K
|
+512
|
+13%
|
|
|
3302
|
Armstrong Shaw Associates
New Canaan,
Connecticut
|
$539K
|
–
|
–
|
–
|
|
|
3303
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$538K
|
-$17.8K
|
-155
|
-3%
|
|
|
3304
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$538K
|
-$2.42K
|
-21
|
-0.5%
|
|
|
3305
|
Mason & Associates (California)
Los Angeles,
California
|
$537K
|
+$19.5K
|
+169
|
+4%
|
|
|
3306
|
LGT Financial Advisors
Dallas,
Texas
|
$536K
|
+$20K
|
+174
|
+4%
|
|
|
3307
|
TimeScale Financial
Danvers,
Massachusetts
|
$535K
|
–
|
–
|
–
|
|
|
3308
|
Samalin Investment Counsel
Chappaqua,
New York
|
$535K
|
+$29.9K
|
+260
|
+6%
|
|
|
3309
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$534K
|
-$4.6K
|
-40
|
-0.9%
|
|
|
3310
|
Dock Street Asset Management
Palm Beach,
Florida
|
$534K
|
–
|
–
|
–
|
|
|
3311
|
LPWM LLC
Minneapolis,
Minnesota
|
$532K
|
+$27.6K
|
+240
|
+6%
|
|
|
3312
|
Zevenbergen Capital Investments
Edmonds,
Washington
|
$532K
|
–
|
–
|
–
|
|
|
3313
|
Primoris Wealth Advisors
North Palm Beach,
Florida
|
$531K
|
+$21.9K
|
+190
|
+4%
|
|
|
3314
|
Mayport LLC
Newton,
Massachusetts
|
$531K
|
–
|
–
|
–
|
|
|
3315
|
Tremblant Capital Group
West Palm Beach,
Florida
|
$531K
|
–
|
–
|
–
|
|
|
3316
|
WealthOne
Albany,
New York
|
$531K
|
-$33.6K
|
-292
|
-6%
|
|
|
3317
|
Mach-1 Financial Group
Rogers,
Arkansas
|
$529K
|
-$1.73K
|
-15
|
-0.3%
|
|
|
3318
|
Crumly & Associates
Springfield,
Illinois
|
$528K
|
+$175K
|
+1,523
|
+53%
|
|
|
3319
|
Cook Wealth
Raleigh,
North Carolina
|
$528K
|
-$5.53K
|
-48
|
-1%
|
|
|
3320
|
Spinnaker Investment Group
Newport Beach,
California
|
$527K
|
-$38.6K
|
-335
|
-7%
|
|
|
3321
|
Red Tortoise LLC
Atlanta,
Georgia
|
$527K
|
-$26.2K
|
-228
|
-5%
|
|
|
3322
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$526K
|
–
|
–
|
–
|
|
|
3323
|
Moser Wealth Advisors
Bellevue,
Washington
|
$525K
|
+$505K
|
+4,385
|
New
|
|
|
3324
|
Solano Wealth Management
Fairfield,
California
|
$524K
|
–
|
–
|
–
|
|
|
3325
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$524K
|
+$243K
|
+2,114
|
+94%
|
|
