|
3126
|
CPA Asset Management
West Palm Beach,
Florida
|
$231K
|
+$265K
|
+2,460
|
New
|
|
|
3127
|
Heritage Wealth Management (California)
San Diego,
California
|
$230K
|
-$30.5K
|
-283
|
-10%
|
|
|
3128
|
Skyline Advisors
Bellingham,
Washington
|
$230K
|
-$126K
|
-1,168
|
-32%
|
|
|
3129
|
Swan Global Investments
Durango,
Colorado
|
$230K
|
+$264K
|
+2,451
|
New
|
|
|
3130
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$230K
|
-$1.23M
|
-11,370
|
-82%
|
|
|
3131
|
Yarbrough Capital
Franklin,
Tennessee
|
$230K
|
+$264K
|
+2,450
|
New
|
|
|
3132
|
25 LLC
St. Louis,
Missouri
|
$229K
|
+$10.5K
|
+97
|
+4%
|
|
|
3133
|
GPM Growth Investors
Bloomfield Hills,
Michigan
|
$229K
|
+$21.5K
|
+199
|
+9%
|
|
|
3134
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$228K
|
+$262K
|
+2,430
|
New
|
|
|
3135
|
PUREfi Wealth
Boston,
Massachusetts
|
$228K
|
+$262K
|
+2,427
|
New
|
|
|
3136
|
Silverlake Wealth Management
Williston,
Vermont
|
$227K
|
+$261K
|
+2,423
|
New
|
|
|
3137
|
Foronjy Financial
Santa Barbara,
California
|
$227K
|
+$44.5K
|
+413
|
+21%
|
|
|
3138
|
Millstone Evans Group
Boulder,
Colorado
|
$227K
|
+$49.6K
|
+460
|
+23%
|
|
|
3139
|
CogentBlue Wealth Advisors
Knoxville,
Tennessee
|
$226K
|
+$39.4K
|
+365
|
+18%
|
|
|
3140
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$226K
|
+$68.5K
|
+635
|
+36%
|
|
|
3141
|
Black Diamond Financial
Towson,
Maryland
|
$226K
|
+$42.3K
|
+392
|
+19%
|
|
|
3142
|
Horizon Kinetics Asset Management
New York
|
$226K
|
-$75.5K
|
-700
|
-23%
|
|
|
3143
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$226K
|
-$33.1K
|
-307
|
-11%
|
|
|
3144
|
Fortitude Family Office
Scottsdale,
Arizona
|
$225K
|
+$19.8K
|
+184
|
+8%
|
|
|
3145
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$225K
|
+$108
|
+1
|
+0%
|
|
|
3146
|
Everest Management Corp
Cupertino,
California
|
$225K
|
-$67.8K
|
-629
|
-21%
|
|
|
3147
|
BetterWealth
San Jose,
California
|
$225K
|
-$4.31K
|
-40
|
-2%
|
|
|
3148
|
Constitution Capital
Shelton,
Connecticut
|
$225K
|
–
|
–
|
–
|
|
|
3149
|
Evelyn Partners Asset Management
London,
|
$225K
|
–
|
–
|
–
|
|
|
3150
|
Howard Capital Management Group
Los Angeles,
California
|
$225K
|
–
|
–
|
–
|
|
