|
3001
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$630K
|
-$1.99K
|
-5
|
-0.3%
|
|
|
3002
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$630K
|
-$172K
|
-433
|
-22%
|
|
|
3003
|
E6 Portfolios
Midvale,
Utah
|
$630K
|
+$109K
|
+274
|
+22%
|
|
|
3004
|
Golden Road Advisors
Tampa,
Florida
|
$629K
|
+$32.2K
|
+81
|
+6%
|
|
|
3005
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$629K
|
+$42.6K
|
+107
|
+8%
|
|
|
3006
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$629K
|
–
|
–
|
–
|
|
|
3007
|
EARNEST Partners
Atlanta,
Georgia
|
$628K
|
–
|
–
|
–
|
|
|
3008
|
Fund Advisors of America Inc
Orland,
Florida
|
$628K
|
-$174K
|
-437
|
-23%
|
|
|
3009
|
First Merchants Corp
Muncie,
Indiana
|
$627K
|
–
|
–
|
–
|
|
|
3010
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$627K
|
+$37.8K
|
+95
|
+7%
|
|
|
3011
|
Helium Advisors
Everett,
Washington
|
$626K
|
-$1.99K
|
-5
|
-0.3%
|
|
|
3012
|
Blue Fin Capital
Warren,
Rhode Island
|
$624K
|
+$39.8K
|
+100
|
+7%
|
|
|
3013
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$624K
|
+$176K
|
+443
|
+46%
|
|
|
3014
|
Lantern Wealth Advisors
Melville,
New York
|
$622K
|
-$24.3K
|
-61
|
-4%
|
|
|
3015
|
Colonial Trust
Spartanburg,
South Carolina
|
$621K
|
+$67.6K
|
+170
|
+13%
|
|
|
3016
|
Measured Risk Portfolios
San Diego,
California
|
$620K
|
-$166K
|
-418
|
-22%
|
|
|
3017
|
SSI Investment Management
Los Angeles,
California
|
$619K
|
–
|
–
|
–
|
|
|
3018
|
Tred Avon Family Wealth
Easton,
Maryland
|
$618K
|
–
|
–
|
–
|
|
|
3019
|
Fox Hill Wealth Management
Dedham,
Massachusetts
|
$617K
|
+$583K
|
+1,466
|
New
|
|
|
3020
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$616K
|
-$143K
|
-359
|
-20%
|
|
|
3021
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$616K
|
+$33.8K
|
+85
|
+6%
|
|
|
3022
|
Vision Capital Management
Portland,
Oregon
|
$615K
|
+$7.16K
|
+18
|
+1%
|
|
|
3023
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$612K
|
–
|
–
|
–
|
|
|
3024
|
Austin Asset Management
Austin,
Texas
|
$611K
|
–
|
–
|
–
|
|
|
3025
|
NBZ Investment Advisors
Knoxville,
Tennessee
|
$611K
|
+$125K
|
+315
|
+28%
|
|
