|
3401
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$642K
|
–
|
–
|
–
|
|
|
3402
|
Counterpoint Mutual Funds
San Diego,
California
|
$642K
|
–
|
–
|
–
|
|
|
3403
|
LifeWealth Investments
Winter Garden,
Florida
|
$641K
|
+$8.03K
|
+25
|
+1%
|
|
|
3404
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$641K
|
+$24.7K
|
+77
|
+4%
|
|
|
3405
|
Aristotle Capital Management
Los Angeles,
California
|
$640K
|
–
|
–
|
–
|
|
|
3406
|
Klingenstein Fields & Co
New York
|
$639K
|
+$69.7K
|
+217
|
+13%
|
|
|
3407
|
Fulcrum Capital
Seattle,
Washington
|
$639K
|
–
|
–
|
–
|
|
|
3408
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$639K
|
-$28.6K
|
-89
|
-5%
|
|
|
3409
|
Wallace Advisory Group
Lafayette,
California
|
$638K
|
-$152K
|
-473
|
-20%
|
|
|
3410
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$638K
|
+$24.4K
|
+76
|
+4%
|
|
|
3411
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$638K
|
–
|
–
|
–
|
|
|
3412
|
Invested Advisors
State College,
Pennsylvania
|
$637K
|
+$8.03K
|
+25
|
+1%
|
|
|
3413
|
Winslow Asset Management
Beachwood,
Ohio
|
$637K
|
-$32.1K
|
-100
|
-5%
|
|
|
3414
|
Puff Wealth Management
Haddonfield,
New Jersey
|
$635K
|
+$595K
|
+1,852
|
New
|
|
|
3415
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$635K
|
–
|
–
|
–
|
|
|
3416
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$634K
|
+$28.6K
|
+89
|
+5%
|
|
|
3417
|
|
$633K
|
-$1.82M
|
-5,675
|
-75%
|
|
|
3418
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$633K
|
-$12.5K
|
-39
|
-2%
|
|
|
3419
|
Lavelle Capital
San Francisco,
California
|
$633K
|
–
|
–
|
–
|
|
|
3420
|
Hardworking Capital Advisors
Palm Desert,
California
|
$632K
|
+$15.4K
|
+48
|
+3%
|
|
|
3421
|
iSAM Funds (UK)
London,
United Kingdom
|
$631K
|
+$591K
|
+1,840
|
New
|
|
|
3422
|
StoryOne LLC
Overland Park,
Kansas
|
$630K
|
+$589K
|
+1,836
|
New
|
|
|
3423
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$630K
|
+$8.03K
|
+25
|
+1%
|
|
|
3424
|
Blodgett Wealth Advisors
Concord,
California
|
$630K
|
–
|
–
|
–
|
|
|
3425
|
Planning Center Inc
Moline,
Illinois
|
$629K
|
+$16.1K
|
+50
|
+3%
|
|
