|
3001
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$257K
|
-$22K
|
-150
|
-8%
|
|
|
3002
|
Bucket List Wealth Management
The Villages,
Florida
|
$257K
|
+$263K
|
+1,787
|
New
|
|
|
3003
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$257K
|
-$26.3K
|
-179
|
-9%
|
|
|
3004
|
Harfst & Associates
Sheridan,
Wyoming
|
$256K
|
–
|
–
|
–
|
|
|
3005
|
Aspire Capital Advisors
Seattle,
Washington
|
$256K
|
-$11.8K
|
-80
|
-4%
|
|
|
3006
|
Towerpoint Wealth
Sacramento,
California
|
$256K
|
-$589K
|
-4,012
|
-69%
|
|
|
3007
|
Blueshift Asset Management
Red Bank,
New Jersey
|
$256K
|
-$500K
|
-3,406
|
-66%
|
|
|
3008
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$255K
|
-$47.9K
|
-326
|
-15%
|
|
|
3009
|
Semus Wealth Partners
Boca Raton,
Florida
|
$255K
|
-$8.38K
|
-57
|
-3%
|
|
|
3010
|
Redwood Family Wealth
Addison,
Texas
|
$255K
|
+$261K
|
+1,775
|
New
|
|
|
3011
|
Ironwood Financial
Tucson,
Arizona
|
$254K
|
–
|
–
|
–
|
|
|
3012
|
Family Investment Center
Saint Joseph,
Missouri
|
$254K
|
–
|
–
|
–
|
|
|
3013
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$254K
|
–
|
–
|
–
|
|
|
3014
|
Stonebridge Financial Group (Missouri)
St. Louis,
Missouri
|
$253K
|
+$259K
|
+1,766
|
New
|
|
|
3015
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$253K
|
-$43K
|
-293
|
-14%
|
|
|
3016
|
ORG Partners
Roanoke,
Indiana
|
$253K
|
+$47K
|
+320
|
+22%
|
|
|
3017
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$253K
|
-$23.9K
|
-163
|
-8%
|
|
|
3018
|
Vance Wealth
Santa Clarita,
California
|
$253K
|
+$6.46K
|
+44
|
+3%
|
|
|
3019
|
|
$253K
|
+$259K
|
+1,762
|
New
|
|
|
3020
|
Buffalo Business & Estate Services
Orchard Park,
New York
|
$253K
|
+$259K
|
+1,761
|
New
|
|
|
3021
|
TruWealth Advisors
Metairie,
Louisiana
|
$253K
|
+$28.9K
|
+197
|
+13%
|
|
|
3022
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$252K
|
-$29.1K
|
-198
|
-10%
|
|
|
3023
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$252K
|
+$259K
|
+1,762
|
New
|
|
|
3024
|
Opes Wealth Management
Menlo Park,
California
|
$252K
|
-$10.7K
|
-73
|
-4%
|
|
|
3025
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$252K
|
–
|
–
|
–
|
|
