|
3001
|
TrueWealth Advisors
Birmingham,
Alabama
|
$330K
|
-$7.85K
|
-46
|
-2%
|
|
|
3002
|
FIDELIS iM
Medford,
Oregon
|
$327K
|
+$345K
|
+2,023
|
New
|
|
|
3003
|
Antonetti Capital Management
Naples,
Florida
|
$327K
|
+$345K
|
+2,024
|
New
|
|
|
3004
|
One Wealth Advisors
San Francisco,
California
|
$326K
|
+$1.36K
|
+8
|
+0.4%
|
|
|
3005
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$325K
|
-$8.36K
|
-49
|
-2%
|
|
|
3006
|
Fountainhead AM
Warren,
New Jersey
|
$325K
|
-$4.09K
|
-24
|
-1%
|
|
|
3007
|
Edgestream Partners
Princeton,
New Jersey
|
$324K
|
-$7.67M
|
-44,956
|
-96%
|
|
|
3008
|
Ratio Wealth Group
Denver,
Colorado
|
$324K
|
–
|
–
|
–
|
|
|
3009
|
Destiny Wealth Partners
Tavares,
Florida
|
$323K
|
-$265K
|
-1,555
|
-44%
|
|
|
3010
|
Ashford Capital Management
Wilmington,
Delaware
|
$323K
|
–
|
–
|
–
|
|
|
3011
|
Courage Capital Management
Nashville,
Tennessee
|
$323K
|
–
|
–
|
–
|
|
|
3012
|
Envoi LLC
Chanhassen,
Minnesota
|
$323K
|
–
|
–
|
–
|
|
|
3013
|
Orin Green Financial
San Diego,
California
|
$323K
|
–
|
–
|
–
|
|
|
3014
|
F3Logic
Burnsville,
Minnesota
|
$322K
|
+$1.36K
|
+8
|
+0.4%
|
|
|
3015
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$321K
|
-$224K
|
-1,313
|
-40%
|
|
|
3016
|
Better Money Decisions
Santa Fe,
New Mexico
|
$321K
|
-$18.8K
|
-110
|
-5%
|
|
|
3017
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$321K
|
+$512
|
+3
|
+0.2%
|
|
|
3018
|
TMD Wealth Management
Scottsdale,
Arizona
|
$319K
|
-$9.21K
|
-54
|
-3%
|
|
|
3019
|
Act Wealth Management
Plano,
Texas
|
$319K
|
–
|
–
|
–
|
|
|
3020
|
Mendel Money Management
Northbrook,
Illinois
|
$319K
|
+$11.6K
|
+68
|
+4%
|
|
|
3021
|
Lee Financial
Dallas,
Texas
|
$319K
|
+$40.1K
|
+235
|
+13%
|
|
|
3022
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$319K
|
+$337K
|
+1,973
|
New
|
|
|
3023
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$319K
|
+$337K
|
+1,975
|
New
|
|
|
3024
|
Apexium Financial
Dallas,
Texas
|
$317K
|
+$25.6K
|
+150
|
+8%
|
|
|
3025
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
$316K
|
–
|
–
|
–
|
|
