|
3401
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$3.2M
|
+$280K
|
+779
|
+10%
|
|
|
3402
|
Odyssey Capital Advisors
Bala Cynwyd,
Pennsylvania
|
$3.2M
|
+$247K
|
+685
|
+8%
|
|
|
3403
|
First Command Advisory Services
Fort Worth,
Texas
|
$3.19M
|
-$56.9K
|
-158
|
-2%
|
|
|
3404
|
Slagle Financial
Edwardsville,
Illinois
|
$3.19M
|
+$354K
|
+983
|
+12%
|
|
|
3405
|
Ackerman Capital Advisors
Dallas,
Texas
|
$3.19M
|
–
|
–
|
–
|
|
|
3406
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$3.17M
|
+$83.2K
|
+231
|
+3%
|
|
|
3407
|
Affinity Capital Advisors
Berkeley,
California
|
$3.17M
|
-$122K
|
-339
|
-4%
|
|
|
3408
|
Dock Street Asset Management
Palm Beach,
Florida
|
$3.17M
|
-$14K
|
-39
|
-0.4%
|
|
|
3409
|
Wealth Intelligence
Columbus,
Georgia
|
$3.17M
|
+$81K
|
+225
|
+3%
|
|
|
3410
|
Arlington Trust
Birmingham,
Alabama
|
$3.17M
|
+$328K
|
+910
|
+11%
|
|
|
3411
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$3.17M
|
-$995K
|
-2,765
|
-24%
|
|
|
3412
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$3.16M
|
-$281K
|
-780
|
-8%
|
|
|
3413
|
Cypress Point Wealth Management
Dallas,
Texas
|
$3.16M
|
+$49K
|
+136
|
+2%
|
|
|
3414
|
Mainstream Capital Management
Los Angeles,
California
|
$3.16M
|
-$79.2K
|
-220
|
-2%
|
|
|
3415
|
WealthBridge Capital Management
Westerville,
Ohio
|
$3.15M
|
+$36.7K
|
+102
|
+1%
|
|
|
3416
|
Ark Wealth Advisors
Yorba Linda,
California
|
$3.15M
|
+$288K
|
+799
|
+10%
|
|
|
3417
|
Heritage Family Offices
Scottsdale,
Arizona
|
$3.14M
|
+$879K
|
+2,441
|
+38%
|
|
|
3418
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
$3.14M
|
+$2.63M
|
+7,311
|
+495%
|
|
|
3419
|
Patton Fund Management
Dallas,
Texas
|
$3.14M
|
-$1.52M
|
-4,217
|
-32%
|
|
|
3420
|
Joule Financial
Lexington,
Kentucky
|
$3.13M
|
-$1.22M
|
-3,401
|
-28%
|
|
|
3421
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$3.13M
|
-$382K
|
-1,062
|
-11%
|
|
|
3422
|
Physician Wealth Advisors
Midvale,
Utah
|
$3.13M
|
+$45.7K
|
+127
|
+1%
|
|
|
3423
|
Port Capital
Chicago,
Illinois
|
$3.12M
|
+$333K
|
+926
|
+12%
|
|
|
3424
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$3.12M
|
-$40.7K
|
-113
|
-1%
|
|
|
3425
|
Encompass More Asset Management
Danville,
California
|
$3.12M
|
-$24.5K
|
-68
|
-0.8%
|
|
