|
3001
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$413K
|
+$409K
|
+2,504
|
New
|
|
|
3002
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$412K
|
–
|
–
|
–
|
|
|
3003
|
Fielder Capital Group
Nashville,
Tennessee
|
$412K
|
+$28.6K
|
+175
|
+8%
|
|
|
3004
|
Warner Financial
Bethesda,
Maryland
|
$408K
|
+$1.14K
|
+7
|
+0.3%
|
|
|
3005
|
Versant Capital Management
Phoenix,
Arizona
|
$408K
|
+$43.5K
|
+266
|
+12%
|
|
|
3006
|
Wealth Management Partners
Tucson,
Arizona
|
$407K
|
-$1.47K
|
-9
|
-0.4%
|
|
|
3007
|
Elser Financial Planning
Indianapolis,
Indiana
|
$405K
|
+$402K
|
+2,458
|
New
|
|
|
3008
|
Capula Management
Grand Cayman,
Cayman Islands
|
$405K
|
-$74.7K
|
-457
|
-16%
|
|
|
3009
|
Peak Financial Management
Wellesley,
Massachusetts
|
$405K
|
-$163
|
-1
|
-0%
|
|
|
3010
|
Rain Capital Management
Lake Oswego,
Oregon
|
$405K
|
-$981
|
-6
|
-0.2%
|
|
|
3011
|
McLean Asset Management
Tysons,
Virginia
|
$404K
|
+$25K
|
+153
|
+7%
|
|
|
3012
|
Trust Company of Kansas
Wichita,
Kansas
|
$403K
|
+$23.5K
|
+144
|
+6%
|
|
|
3013
|
Founders Capital Management (Texas)
Houston,
Texas
|
$403K
|
+$18.5K
|
+113
|
+5%
|
|
|
3014
|
Red Mountain Financial
Fort Collins,
Colorado
|
$403K
|
+$399K
|
+2,441
|
New
|
|
|
3015
|
Centennial Bank
Conway,
Arkansas
|
$403K
|
+$17.7K
|
+108
|
+5%
|
|
|
3016
|
Pachira Investments
Dana Point,
California
|
$402K
|
+$5.07K
|
+31
|
+1%
|
|
|
3017
|
Kooman & Associates
Altoona,
Pennsylvania
|
$402K
|
-$490
|
-3
|
-0.1%
|
|
|
3018
|
Wiser Wealth Management
Marietta,
Georgia
|
$401K
|
+$89.4K
|
+547
|
+29%
|
|
|
3019
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$401K
|
+$41.4K
|
+253
|
+12%
|
|
|
3020
|
Strategic Advocates
Logan,
Utah
|
$401K
|
-$264K
|
-1,616
|
-40%
|
|
|
3021
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$400K
|
–
|
–
|
–
|
|
|
3022
|
Falcon Wealth Planning
Ontario,
California
|
$400K
|
+$37.4K
|
+229
|
+10%
|
|
|
3023
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$398K
|
+$50.5K
|
+309
|
+15%
|
|
|
3024
|
Tranquility Partners
Brentwood,
Tennessee
|
$397K
|
–
|
–
|
–
|
|
|
3025
|
|
$397K
|
-$276K
|
-1,690
|
-41%
|
|
