|
3001
|
Traveka Wealth
Los Altos,
California
|
$622K
|
+$106K
|
+212
|
+22%
|
|
|
3002
|
Innealta Capital
Austin,
Texas
|
$622K
|
+$9.96K
|
+20
|
+2%
|
|
|
3003
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$622K
|
-$69.7K
|
-140
|
-10%
|
|
|
3004
|
Norris Perne & French
Grand Rapids,
Michigan
|
$621K
|
-$16.4K
|
-33
|
-3%
|
|
|
3005
|
Altrius Capital Management
New Bern,
North Carolina
|
$618K
|
–
|
–
|
–
|
|
|
3006
|
Rockline Wealth Management
Plainview,
New York
|
$617K
|
-$634K
|
-1,274
|
-52%
|
|
|
3007
|
Northcape Wealth Management
Williamsville,
New York
|
$617K
|
–
|
–
|
–
|
|
|
3008
|
Buttonwood Financial Advisors
Baltimore,
Maryland
|
$615K
|
-$1.99K
|
-4
|
-0.3%
|
|
|
3009
|
Abbot Financial Management
Andover,
Massachusetts
|
$614K
|
+$49.8K
|
+100
|
+9%
|
|
|
3010
|
Tandem Investment Advisors
Charleston,
South Carolina
|
$614K
|
-$37.8K
|
-76
|
-6%
|
|
|
3011
|
Washington Trust Bank
Spokane,
Washington
|
$614K
|
+$15.4K
|
+31
|
+3%
|
|
|
3012
|
Morling Financial Advisors
Fremont,
California
|
$612K
|
+$230K
|
+462
|
+65%
|
|
|
3013
|
FC Advisory
West Chester,
Pennsylvania
|
$610K
|
+$106K
|
+212
|
+22%
|
|
|
3014
|
Sage Financial Management Group
Mclean,
Virginia
|
$610K
|
–
|
–
|
–
|
|
|
3015
|
IMPACTfolio
Denver,
Colorado
|
$609K
|
+$21.9K
|
+44
|
+4%
|
|
|
3016
|
Marotta Asset Management
Charlottesville,
Virginia
|
$608K
|
+$3.98K
|
+8
|
+0.7%
|
|
|
3017
|
Ardent Capital Management
Cincinnati,
Ohio
|
$607K
|
–
|
–
|
–
|
|
|
3018
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$607K
|
+$219K
|
+439
|
+61%
|
|
|
3019
|
Exeter Financial
Scottsdale,
Arizona
|
$606K
|
-$8.96K
|
-18
|
-2%
|
|
|
3020
|
Hilltop Partners
Mishawaka,
Indiana
|
$606K
|
+$11.9K
|
+24
|
+2%
|
|
|
3021
|
TriaGen Wealth Management
Calabasas,
California
|
$606K
|
-$21.4K
|
-43
|
-4%
|
|
|
3022
|
Richard P. Slaughter Associates
Austin,
Texas
|
$606K
|
-$94.6K
|
-190
|
-14%
|
|
|
3023
|
Harris Associates
Chicago,
Illinois
|
$605K
|
-$8.84M
|
-17,760
|
-94%
|
|
|
3024
|
Highlander Capital Management
Short Hills,
New Jersey
|
$605K
|
+$70.2K
|
+141
|
+14%
|
|
|
3025
|
Ballew Advisors
Jackson,
Mississippi
|
$605K
|
+$585K
|
+1,176
|
New
|
|
