|
3226
|
|
$370K
|
+$47K
|
+1,050
|
+14%
|
|
|
3227
|
First American Trust
Santa Ana,
California
|
$369K
|
+$72.1K
|
+1,610
|
+23%
|
|
|
3228
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$369K
|
-$12.1K
|
-270
|
-3%
|
|
|
3229
|
J. Safra Asset Management
New York
|
$369K
|
–
|
–
|
–
|
|
|
3230
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$368K
|
-$79.8K
|
-1,780
|
-17%
|
|
|
3231
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$367K
|
+$15.2K
|
+340
|
+4%
|
|
|
3232
|
Silverlake Wealth Management
Williston,
Vermont
|
$365K
|
+$110K
|
+2,460
|
+41%
|
|
|
3233
|
Madison Wealth Partners
Madison,
Wisconsin
|
$365K
|
+$60K
|
+1,340
|
+19%
|
|
|
3234
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$364K
|
-$33.2K
|
-740
|
-8%
|
|
|
3235
|
Confluence Investment Management
St. Louis,
Missouri
|
$364K
|
-$48.8K
|
-1,090
|
-12%
|
|
|
3236
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$362K
|
+$26.9K
|
+600
|
+8%
|
|
|
3237
|
Security Financial Services
Fort Wayne,
Indiana
|
$362K
|
-$47K
|
-1,050
|
-11%
|
|
|
3238
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$362K
|
+$37.2K
|
+830
|
+11%
|
|
|
3239
|
Alpha Financial Partners
Lexington,
Kentucky
|
$362K
|
-$8.06K
|
-180
|
-2%
|
|
|
3240
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$361K
|
+$76.6K
|
+1,710
|
+26%
|
|
|
3241
|
Unionview LLC
Seattle,
Washington
|
$361K
|
-$13K
|
-290
|
-3%
|
|
|
3242
|
Oxbow Advisors
Austin,
Texas
|
$361K
|
+$44.8K
|
+1,000
|
+14%
|
|
|
3243
|
Falcon Wealth Planning
Ontario,
California
|
$360K
|
+$11.2K
|
+250
|
+3%
|
|
|
3244
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$360K
|
-$13.4K
|
-300
|
-4%
|
|
|
3245
|
Activest Wealth Management
Aventure,
Florida
|
$359K
|
+$36.7K
|
+820
|
+11%
|
|
|
3246
|
Catalyst Private Wealth
San Mateo,
California
|
$359K
|
-$286K
|
-6,380
|
-44%
|
|
|
3247
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$359K
|
-$160K
|
-3,560
|
-30%
|
|
|
3248
|
Tandem Capital Management
Woodcliff Lake,
New Jersey
|
$359K
|
+$2.24K
|
+50
|
+0.6%
|
|
|
3249
|
Kelly Financial Services
Braintree,
Massachusetts
|
$359K
|
+$112K
|
+2,500
|
+43%
|
|
|
3250
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$359K
|
-$9.86K
|
-220
|
-3%
|
|
