|
3001
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$397K
|
–
|
–
|
–
|
|
|
3002
|
Zurich Cantonal Bank
Zurich,
Switzerland
|
$396K
|
-$118K
|
-206
|
-24%
|
|
|
3003
|
Single Point Partners
Boston,
Massachusetts
|
$396K
|
-$17.2K
|
-30
|
-4%
|
|
|
3004
|
Wood Tarver Financial Group
Boise,
Idaho
|
$396K
|
-$11.5K
|
-20
|
-3%
|
|
|
3005
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$394K
|
+$104K
|
+182
|
+38%
|
|
|
3006
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
$394K
|
+$376K
|
+657
|
New
|
|
|
3007
|
Kaufman Rossin Wealth
Miami,
Florida
|
$394K
|
+$155K
|
+270
|
+70%
|
|
|
3008
|
PUREfi Wealth
Boston,
Massachusetts
|
$392K
|
+$2.86K
|
+5
|
+0.8%
|
|
|
3009
|
Greater Midwest Financial Group
St. Paul,
Minnesota
|
$392K
|
-$8.59K
|
-15
|
-2%
|
|
|
3010
|
Letson Investment Management
Atlanta,
Georgia
|
$391K
|
+$28.6K
|
+50
|
+8%
|
|
|
3011
|
YANKCOM Partnership
Yankton,
South Dakota
|
$390K
|
+$28.6K
|
+50
|
+8%
|
|
|
3012
|
Sutton Place Investors
Katonah,
New York
|
$390K
|
–
|
–
|
–
|
|
|
3013
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$390K
|
+$117K
|
+204
|
+46%
|
|
|
3014
|
America First Investment Advisors
Omaha,
Nebraska
|
$389K
|
–
|
–
|
–
|
|
|
3015
|
New Hampshire Trust
Concord,
New Hampshire
|
$388K
|
–
|
–
|
–
|
|
|
3016
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$387K
|
+$32.1K
|
+56
|
+10%
|
|
|
3017
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$386K
|
+$80.2K
|
+140
|
+28%
|
|
|
3018
|
Signature Resources Capital Management
Newport Beach,
California
|
$385K
|
–
|
–
|
–
|
|
|
3019
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$385K
|
+$26.9K
|
+47
|
+8%
|
|
|
3020
|
Daner Wealth Management
Alpharetta,
Georgia
|
$385K
|
–
|
–
|
–
|
|
|
3021
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$385K
|
–
|
–
|
–
|
|
|
3022
|
Check Capital Management
Costa Mesa,
California
|
$385K
|
-$43.5K
|
-76
|
-11%
|
|
|
3023
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$385K
|
+$73.3K
|
+128
|
+25%
|
|
|
3024
|
Grandfield & Dodd
New York
|
$384K
|
-$4.01K
|
-7
|
-1%
|
|
|
3025
|
Upper Left Wealth Management
Tampa,
Florida
|
$382K
|
–
|
–
|
–
|
|
