|
3001
|
Clark Financial Services Group
Chesterfield,
Missouri
|
$222K
|
+$237K
|
+804
|
New
|
|
|
3002
|
Permanens Capital
New York
|
$221K
|
–
|
–
|
–
|
|
|
3003
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$221K
|
+$6.2K
|
+21
|
+3%
|
|
|
3004
|
WestHill Financial Advisors
San Rafael,
California
|
$220K
|
-$29.8K
|
-101
|
-11%
|
|
|
3005
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$220K
|
–
|
–
|
–
|
|
|
3006
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$220K
|
–
|
–
|
–
|
|
|
3007
|
Castle Wealth Management
West Palm Beach,
Florida
|
$220K
|
+$295
|
+1
|
+0.1%
|
|
|
3008
|
Focused Wealth Management
Newburgh,
New York
|
$220K
|
+$4.13K
|
+14
|
+2%
|
|
|
3009
|
Bennett Selby Investments
Falmouth,
Maine
|
$220K
|
+$236K
|
+799
|
New
|
|
|
3010
|
Cheviot Value Management
Beverly Hills,
California
|
$219K
|
–
|
–
|
–
|
|
|
3011
|
David J. Yvars Group
University Park,
Florida
|
$219K
|
–
|
–
|
–
|
|
|
3012
|
Horizon Wealth Management
La Grange,
Illinois
|
$219K
|
+$5.31K
|
+18
|
+2%
|
|
|
3013
|
AJ Wealth Strategies
New York
|
$218K
|
+$5.9K
|
+20
|
+3%
|
|
|
3014
|
AXS Investments
Port Chester,
New York
|
$217K
|
-$41.3K
|
-140
|
-15%
|
|
|
3015
|
Archvest Wealth Advisors
Concord,
California
|
$217K
|
+$232K
|
+785
|
New
|
|
|
3016
|
Lockerman Financial Group
Newport Beach,
California
|
$217K
|
+$232K
|
+785
|
New
|
|
|
3017
|
Capital Planning
Bellevue,
Washington
|
$216K
|
-$112K
|
-381
|
-33%
|
|
|
3018
|
Clearview Wealth Advisors
Salem,
Oregon
|
$216K
|
+$3.54K
|
+12
|
+2%
|
|
|
3019
|
Alesco Advisors
Pittsford,
New York
|
$216K
|
+$231K
|
+783
|
New
|
|
|
3020
|
Pin Oak Investment Advisors
Houston,
Texas
|
$215K
|
-$14.8K
|
-50
|
-6%
|
|
|
3021
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$215K
|
-$13.9K
|
-47
|
-6%
|
|
|
3022
|
Tarbox Family Office
Newport Beach,
California
|
$214K
|
-$295K
|
-1,000
|
-56%
|
|
|
3023
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$214K
|
-$5.9K
|
-20
|
-3%
|
|
|
3024
|
Edgewood Management
Greenwich,
Connecticut
|
$214K
|
–
|
–
|
–
|
|
|
3025
|
Foresight Wealth Management
Draper,
Utah
|
$214K
|
+$1.48K
|
+5
|
+0.6%
|
|
