|
3401
|
New Potomac Partners
Bethesda,
Maryland
|
$305K
|
–
|
–
|
–
|
|
|
3402
|
Boyar Asset Management
New York
|
$305K
|
+$40K
|
+340
|
+14%
|
|
|
3403
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$305K
|
+$51.8K
|
+440
|
+19%
|
|
|
3404
|
Cowen Prime Advisors
New York
|
$305K
|
+$235K
|
+2,000
|
+250%
|
|
|
3405
|
KB Financial Partners
Princeton,
New Jersey
|
$303K
|
-$75.3K
|
-640
|
-19%
|
|
|
3406
|
EARNEST Partners
Atlanta,
Georgia
|
$303K
|
–
|
–
|
–
|
|
|
3407
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$302K
|
+$68.3K
|
+580
|
+26%
|
|
|
3408
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$301K
|
–
|
–
|
–
|
|
|
3409
|
HM Capital Management
Clayton,
Missouri
|
$301K
|
–
|
–
|
–
|
|
|
3410
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$301K
|
+$18.8K
|
+160
|
+6%
|
|
|
3411
|
FirstPurpose Wealth
Orem,
Utah
|
$301K
|
+$30.6K
|
+260
|
+10%
|
|
|
3412
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$299K
|
–
|
–
|
–
|
|
|
3413
|
Wealth Management Partners
Tucson,
Arizona
|
$299K
|
–
|
–
|
–
|
|
|
3414
|
Kalos Management
Alpharetta,
Georgia
|
$298K
|
+$982K
|
+8,340
|
+267%
|
|
|
3415
|
Clarus Group
Houston,
Texas
|
$296K
|
–
|
–
|
–
|
|
|
3416
|
St. Clair Advisors
Mayfield Hts,
Ohio
|
$294K
|
–
|
–
|
–
|
|
|
3417
|
TrueWealth Advisors
Birmingham,
Alabama
|
$294K
|
-$54.2K
|
-460
|
-15%
|
|
|
3418
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$294K
|
-$33K
|
-280
|
-9%
|
|
|
3419
|
Asio Capital
Lexington,
Kentucky
|
$294K
|
–
|
–
|
–
|
|
|
3420
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$294K
|
+$7.06K
|
+60
|
+2%
|
|
|
3421
|
Cypress Capital
Franklin,
Tennessee
|
$292K
|
-$70.6K
|
-600
|
-18%
|
|
|
3422
|
Pachira Investments
Dana Point,
California
|
$292K
|
-$21.2K
|
-180
|
-6%
|
|
|
3423
|
|
$292K
|
+$7.06K
|
+60
|
+2%
|
|
|
3424
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$290K
|
–
|
–
|
–
|
|
|
3425
|
Texas Capital Bancshares
Dallas,
Texas
|
$290K
|
–
|
–
|
–
|
|
