|
3051
|
Cathy Pareto & Associates
Coral Gables,
Florida
|
$525K
|
+$24.5K
|
+40
|
+5%
|
|
|
3052
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$523K
|
+$1.23K
|
+2
|
+0.2%
|
|
|
3053
|
Provident Wealth Management
Brentwood,
Tennessee
|
$523K
|
–
|
–
|
–
|
|
|
3054
|
Councilmark Asset Management
Knoxville,
Tennessee
|
$522K
|
–
|
–
|
–
|
|
|
3055
|
|
$522K
|
+$522K
|
+850
|
New
|
|
|
3056
|
Birch Financial Group
Keene,
New Hampshire
|
$521K
|
-$16.6K
|
-27
|
-3%
|
|
|
3057
|
White Pine Capital
Bloomington,
Minnesota
|
$521K
|
-$198K
|
-322
|
-27%
|
|
|
3058
|
Elevated Financial Group
Indianapolis,
Indiana
|
$521K
|
+$520K
|
+848
|
New
|
|
|
3059
|
IFC & Insurance Marketing
Auburn,
California
|
$520K
|
+$520K
|
+847
|
New
|
|
|
3060
|
Boston Research & Management
Manchester,
Massachusetts
|
$519K
|
–
|
–
|
–
|
|
|
3061
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$518K
|
-$28.8K
|
-47
|
-5%
|
|
|
3062
|
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
|
$518K
|
-$12.3K
|
-20
|
-2%
|
|
|
3063
|
Charter Capital Management
Brookfield,
Wisconsin
|
$518K
|
-$20.9K
|
-34
|
-4%
|
|
|
3064
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$518K
|
–
|
–
|
–
|
|
|
3065
|
Opus Capital Group
Cincinnati,
Ohio
|
$516K
|
–
|
–
|
–
|
|
|
3066
|
Abacus Planning Group
Columbia,
South Carolina
|
$515K
|
+$5.52K
|
+9
|
+1%
|
|
|
3067
|
Bridges Investment Management
Omaha,
Nebraska
|
$515K
|
+$39.3K
|
+64
|
+8%
|
|
|
3068
|
Liberty Atlantic Advisors
Allen,
Texas
|
$514K
|
+$513K
|
+836
|
New
|
|
|
3069
|
First Interstate Bank
Billings,
Montana
|
$512K
|
-$160K
|
-261
|
-24%
|
|
|
3070
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$512K
|
+$179K
|
+292
|
+54%
|
|
|
3071
|
Primoris Wealth Advisors
North Palm Beach,
Florida
|
$510K
|
+$40.5K
|
+66
|
+9%
|
|
|
3072
|
Legacy Wealth Advisors
Miami,
Florida
|
$510K
|
+$509K
|
+830
|
New
|
|
|
3073
|
Matisse Capital
Portland,
Oregon
|
$509K
|
-$12.3K
|
-20
|
-2%
|
|
|
3074
|
Bryant Woods Investment Advisors
Getzville,
New York
|
$509K
|
-$48.5K
|
-79
|
-9%
|
|
|
3075
|
LVZ Inc
Holland,
Michigan
|
$506K
|
-$63.2K
|
-103
|
-11%
|
|
