|
3301
|
Tobias Financial Advisors
Plantation,
Florida
|
$263K
|
-$36.2K
|
-1,090
|
-15%
|
|
|
3302
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$261K
|
+$205K
|
+6,180
|
New
|
|
|
3303
|
Instrumental Wealth
Tampa,
Florida
|
$261K
|
+$197K
|
+5,940
|
New
|
|
|
3304
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$260K
|
+$204K
|
+6,150
|
New
|
|
|
3305
|
Roberts Wealth Advisors
Palo Alto,
California
|
$260K
|
-$513K
|
-15,450
|
-72%
|
|
|
3306
|
Gouws Capital LLC
Charlotte,
North Carolina
|
$260K
|
-$166K
|
-5,000
|
-45%
|
|
|
3307
|
Relative Value Partners Group
|
$260K
|
+$204K
|
+6,140
|
New
|
|
|
3308
|
GoalFusion Wealth Management
Austin,
Texas
|
$259K
|
+$204K
|
+6,130
|
New
|
|
|
3309
|
TRUADVICE
Sarasota,
Florida
|
$259K
|
+$203K
|
+6,100
|
New
|
|
|
3310
|
Lafayette Investments
Ashton,
Maryland
|
$258K
|
-$49.8K
|
-1,500
|
-20%
|
|
|
3311
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$258K
|
-$116K
|
-3,500
|
-36%
|
|
|
3312
|
M. Kraus & Co
Shelburne,
Vermont
|
$258K
|
+$202K
|
+6,090
|
New
|
|
|
3313
|
Altus Wealth Management
Ft Mitchell,
Kentucky
|
$256K
|
-$183K
|
-5,500
|
-48%
|
|
|
3314
|
SMART Wealth
Omaha,
Nebraska
|
$256K
|
+$201K
|
+6,040
|
New
|
|
|
3315
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$255K
|
-$12.9K
|
-390
|
-6%
|
|
|
3316
|
W Advisors LLC
Germantown,
Tennessee
|
$254K
|
+$200K
|
+6,010
|
New
|
|
|
3317
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$254K
|
-$38.2K
|
-1,150
|
-16%
|
|
|
3318
|
O'Brien Greene & Co
Media,
Pennsylvania
|
$254K
|
+$199K
|
+6,000
|
New
|
|
|
3319
|
First Community Trust
Dubuque,
Iowa
|
$254K
|
–
|
–
|
–
|
|
|
3320
|
Alpha Square Group S
New York
|
$254K
|
+$199K
|
+6,000
|
New
|
|
|
3321
|
Beck Mack & Oliver
New York
|
$254K
|
+$199K
|
+6,000
|
New
|
|
|
3322
|
Montgomery Investment Management
Rockville,
Maryland
|
$254K
|
+$199K
|
+6,000
|
New
|
|
|
3323
|
|
$254K
|
+$199K
|
+6,000
|
New
|
|
|
3324
|
Capital Group Private Client Services
Los Angeles,
California
|
$253K
|
+$199K
|
+5,990
|
New
|
|
|
3325
|
Virtus Investment Advisers
Hartford,
Connecticut
|
$253K
|
+$199K
|
+5,990
|
New
|
|
