|
3051
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$231K
|
-$125K
|
-583
|
-35%
|
|
|
3052
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$231K
|
+$229K
|
+1,066
|
New
|
|
|
3053
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
$231K
|
+$229K
|
+1,067
|
New
|
|
|
3054
|
Members Trust
Tampa,
Florida
|
$230K
|
+$20.2K
|
+94
|
+10%
|
|
|
3055
|
Clean Yield Group
Norwich,
Vermont
|
$229K
|
–
|
–
|
–
|
|
|
3056
|
Keystone Wealth Partners
Chandler,
Arizona
|
$229K
|
+$227K
|
+1,059
|
New
|
|
|
3057
|
Alley Company
Lake Forest,
Illinois
|
$228K
|
–
|
–
|
–
|
|
|
3058
|
Alera Investment Advisors
Deerfield,
Illinois
|
$228K
|
+$13.3K
|
+62
|
+6%
|
|
|
3059
|
Single Point Partners
Boston,
Massachusetts
|
$227K
|
-$36.3K
|
-169
|
-14%
|
|
|
3060
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$227K
|
–
|
–
|
–
|
|
|
3061
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$227K
|
+$53.5K
|
+249
|
+31%
|
|
|
3062
|
CJM Wealth Advisers
Falls Church,
Virginia
|
$227K
|
+$225K
|
+1,047
|
New
|
|
|
3063
|
Viridian RIA
Bothell,
Washington
|
$226K
|
+$223K
|
+1,041
|
New
|
|
|
3064
|
SBB Research Group
Northbrook,
Illinois
|
$226K
|
+$224K
|
+1,043
|
New
|
|
|
3065
|
Corrigan Financial
Middletown,
Rhode Island
|
$225K
|
–
|
–
|
–
|
|
|
3066
|
Falcon Wealth Planning
Ontario,
California
|
$225K
|
+$223K
|
+1,039
|
New
|
|
|
3067
|
Vaughan David Investments
Peoria,
Illinois
|
$224K
|
+$2.79K
|
+13
|
+1%
|
|
|
3068
|
Unconventional Investor
Portsmouth,
New Hampshire
|
$224K
|
+$222K
|
+1,035
|
New
|
|
|
3069
|
Churchill Management
Los Angeles,
California
|
$223K
|
-$9.75M
|
-45,433
|
-98%
|
|
|
3070
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$223K
|
-$644
|
-3
|
-0.3%
|
|
|
3071
|
Knightsbridge Asset Management
Newport Beach,
California
|
$223K
|
+$4.29K
|
+20
|
+2%
|
|
|
3072
|
Old North State Trust
Greensboro,
North Carolina
|
$223K
|
+$79.4K
|
+370
|
+56%
|
|
|
3073
|
American Investment Services
Great Barrington,
Massachusetts
|
$222K
|
-$187K
|
-869
|
-46%
|
|
|
3074
|
Apriem Advisors
Irvine,
California
|
$222K
|
-$45.7K
|
-213
|
-17%
|
|
|
3075
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$222K
|
–
|
–
|
–
|
|
