|
3401
|
Heritage Financial Services
Westwood,
Massachusetts
|
$524K
|
-$9.74K
|
-54
|
-2%
|
|
|
3402
|
SJS Investment Consulting
Sylvania,
Ohio
|
$524K
|
+$50.7K
|
+281
|
+12%
|
|
|
3403
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$521K
|
+$55K
|
+305
|
+13%
|
|
|
3404
|
Vance Wealth
Santa Clarita,
California
|
$521K
|
+$26.2K
|
+145
|
+6%
|
|
|
3405
|
SFG Wealth Management
Towson,
Maryland
|
$521K
|
+$8.12K
|
+45
|
+2%
|
|
|
3406
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$521K
|
-$10.3K
|
-57
|
-2%
|
|
|
3407
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$521K
|
-$92.9K
|
-515
|
-16%
|
|
|
3408
|
AIMZ Investment Advisors
Los Altos,
California
|
$519K
|
–
|
–
|
–
|
|
|
3409
|
Silver Coast Investments
San Diego,
United States
|
$517K
|
-$17.5K
|
-97
|
-4%
|
|
|
3410
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$517K
|
+$14.4K
|
+80
|
+3%
|
|
|
3411
|
Harbert Fund Advisors
Birmingham,
Alabama
|
$516K
|
-$916K
|
-5,075
|
-66%
|
|
|
3412
|
J. Safra Asset Management
New York
|
$515K
|
+$50K
|
+277
|
+12%
|
|
|
3413
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$515K
|
+$541
|
+3
|
+0.1%
|
|
|
3414
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$514K
|
–
|
–
|
–
|
|
|
3415
|
Cascade Financial Partners
San Diego,
California
|
$512K
|
+$505K
|
+2,801
|
New
|
|
|
3416
|
Whitcomb & Hess
Ashland,
Ohio
|
$511K
|
-$542K
|
-3,005
|
-54%
|
|
|
3417
|
Greytown Advisors
Miami,
Florida
|
$509K
|
-$59.2K
|
-328
|
-11%
|
|
|
3418
|
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
|
$509K
|
+$129K
|
+713
|
+39%
|
|
|
3419
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$508K
|
+$80.3K
|
+445
|
+21%
|
|
|
3420
|
Integris Wealth Management
Monterey,
California
|
$507K
|
-$44.4K
|
-246
|
-9%
|
|
|
3421
|
Montis Financial
Waltham,
Massachusetts
|
$507K
|
+$902
|
+5
|
+0.2%
|
|
|
3422
|
|
$507K
|
-$67.8K
|
-376
|
-13%
|
|
|
3423
|
America First Investment Advisors
Omaha,
Nebraska
|
$507K
|
–
|
–
|
–
|
|
|
3424
|
SNS Financial Group
Minneapolis,
Minnesota
|
$505K
|
-$19.1K
|
-106
|
-4%
|
|
|
3425
|
MKT Advisors
Escondido,
California
|
$504K
|
+$180
|
+1
|
+0%
|
|
