|
3101
|
Planning Directions
Glen Mills,
Pennsylvania
|
$250K
|
+$3.9K
|
+25
|
+2%
|
|
|
3102
|
Wood Tarver Financial Group
Boise,
Idaho
|
$250K
|
+$15.4K
|
+99
|
+7%
|
|
|
3103
|
J. Derek Lewis & Associates
Newport Beach,
California
|
$250K
|
-$9.97K
|
-64
|
-4%
|
|
|
3104
|
Gaddis Premier Wealth Advisors
Durant,
Oklahoma
|
$249K
|
-$89.1K
|
-572
|
-26%
|
|
|
3105
|
PVG Asset Management
Golden,
Colorado
|
$249K
|
-$203K
|
-1,302
|
-43%
|
|
|
3106
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$249K
|
+$21.3K
|
+137
|
+9%
|
|
|
3107
|
Sage Capital Management
Stockton,
New Jersey
|
$248K
|
–
|
–
|
–
|
|
|
3108
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$248K
|
–
|
–
|
–
|
|
|
3109
|
Sawyer & Company
Boston,
Massachusetts
|
$248K
|
–
|
–
|
–
|
|
|
3110
|
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
$248K
|
-$123K
|
-790
|
-33%
|
|
|
3111
|
Bard Associates
Chicago,
Illinois
|
$247K
|
+$223K
|
+1,431
|
+889%
|
|
|
3112
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$247K
|
–
|
–
|
–
|
|
|
3113
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$247K
|
+$248K
|
+1,589
|
New
|
|
|
3114
|
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
$247K
|
+$247K
|
+1,588
|
New
|
|
|
3115
|
TrueWealth Advisors
Birmingham,
Alabama
|
$246K
|
+$26.5K
|
+170
|
+12%
|
|
|
3116
|
CFO Capital Management
Fairfield,
Connecticut
|
$246K
|
-$5.45K
|
-35
|
-2%
|
|
|
3117
|
Birch Capital Management
Dallas,
Texas
|
$246K
|
+$61.2K
|
+393
|
+33%
|
|
|
3118
|
AMG Asset Management Group
Cartersville,
Georgia
|
$245K
|
+$246K
|
+1,581
|
New
|
|
|
3119
|
Rise Advisors
Rochester,
New York
|
$245K
|
-$7.48K
|
-48
|
-3%
|
|
|
3120
|
Safeguard Investment Advisory Group
Corona,
California
|
$245K
|
-$2.81K
|
-18
|
-1%
|
|
|
3121
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$245K
|
-$97.7K
|
-627
|
-28%
|
|
|
3122
|
StoryOne LLC
Overland Park,
Kansas
|
$245K
|
–
|
–
|
–
|
|
|
3123
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
$244K
|
-$2.18K
|
-14
|
-0.9%
|
|
|
3124
|
Signet Financial Management
Parsippany,
New Jersey
|
$244K
|
-$70.3K
|
-451
|
-22%
|
|
|
3125
|
Brio Consultants
San Francisco,
California
|
$243K
|
-$36K
|
-231
|
-13%
|
|
