|
3751
|
Spinnaker Investment Group
Newport Beach,
California
|
$306K
|
-$7.82K
|
-26
|
-3%
|
|
|
3752
|
Matrix Asset Advisors
White Plains,
New York
|
$306K
|
–
|
–
|
–
|
|
|
3753
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$306K
|
+$291K
|
+969
|
New
|
|
|
3754
|
Bellwether Advisors
Lincoln,
Nebraska
|
$306K
|
+$14.1K
|
+47
|
+5%
|
|
|
3755
|
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
$306K
|
+$291K
|
+967
|
New
|
|
|
3756
|
RS Crum Inc
Newport Beach,
California
|
$305K
|
+$1.2K
|
+4
|
+0.4%
|
|
|
3757
|
BluePointe Capital Management
Menlo Park,
California
|
$305K
|
+$290K
|
+965
|
New
|
|
|
3758
|
LifeSteps Financial
Claremont,
California
|
$305K
|
–
|
–
|
–
|
|
|
3759
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$305K
|
+$9.62K
|
+32
|
+3%
|
|
|
3760
|
Heritage Wealth Partners
Dublin,
Ohio
|
$304K
|
-$196K
|
-651
|
-40%
|
|
|
3761
|
Aspire Capital Advisors
Seattle,
Washington
|
$303K
|
+$289K
|
+960
|
New
|
|
|
3762
|
Sustainable Insight Capital Management
New York
|
$303K
|
-$90.2K
|
-300
|
-24%
|
|
|
3763
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$303K
|
-$10.2K
|
-34
|
-3%
|
|
|
3764
|
Rise Advisors
Rochester,
New York
|
$302K
|
+$2.41K
|
+8
|
+0.8%
|
|
|
3765
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$302K
|
-$902
|
-3
|
-0.3%
|
|
|
3766
|
Financial Harvest
Winter Park,
Florida
|
$302K
|
+$287K
|
+955
|
New
|
|
|
3767
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$302K
|
+$22K
|
+73
|
+8%
|
|
|
3768
|
|
$301K
|
–
|
–
|
–
|
|
|
3769
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$301K
|
-$6.32K
|
-21
|
-2%
|
|
|
3770
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$300K
|
–
|
–
|
–
|
|
|
3771
|
Orin Green Financial
San Diego,
California
|
$300K
|
-$285K
|
-949
|
Closed
|
|
|
3772
|
Capital Planning
Bellevue,
Washington
|
$300K
|
+$49.9K
|
+166
|
+21%
|
|
|
3773
|
Bank OZK
Little Rock,
Arkansas
|
$300K
|
-$53.2K
|
-177
|
-16%
|
|
|
3774
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$300K
|
+$285K
|
+948
|
New
|
|
|
3775
|
Abound Wealth Management
Franklin,
Tennessee
|
$299K
|
-$1.2K
|
-4
|
-0.4%
|
|
