|
3001
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$201K
|
–
|
–
|
–
|
|
|
3002
|
Financial Life Advisors
San Antonio,
Texas
|
$200K
|
–
|
–
|
–
|
|
|
3003
|
Spectrum Financial Alliance
Nicholasville,
Kentucky
|
$200K
|
–
|
–
|
–
|
|
|
3004
|
Clifford Group
Wayland,
Massachusetts
|
$200K
|
+$212K
|
+728
|
New
|
|
|
3005
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$193K
|
–
|
–
|
–
|
|
|
3006
|
Frisco Financial Planning
Frisco,
Texas
|
$192K
|
+$291
|
+1
|
+0.1%
|
|
|
3007
|
|
$190K
|
-$1.53M
|
-5,265
|
-88%
|
|
|
3008
|
|
$189K
|
+$199K
|
+686
|
New
|
|
|
3009
|
New Millennium Group
Sandy,
Utah
|
$186K
|
+$196K
|
+675
|
+22,500%
|
|
|
3010
|
Rise Advisors
Rochester,
New York
|
$183K
|
-$1.45K
|
-5
|
-0.7%
|
|
|
3011
|
Copia Wealth Management
Bend,
Oregon
|
$179K
|
–
|
–
|
–
|
|
|
3012
|
4Thought Financial Group
Syosset,
New York
|
$176K
|
-$10.7K
|
-37
|
-5%
|
|
|
3013
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$174K
|
+$29.6K
|
+102
|
+19%
|
|
|
3014
|
SSA Swiss Advisors
Zurich,
|
$168K
|
+$178K
|
+611
|
New
|
|
|
3015
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$168K
|
–
|
–
|
–
|
|
|
3016
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$167K
|
–
|
–
|
–
|
|
|
3017
|
Evolution Advisers
Richmond,
Virginia
|
$166K
|
-$363K
|
-1,251
|
-4%
|
|
|
3018
|
Legacy Bridge
West Des Moines,
Iowa
|
$165K
|
–
|
–
|
–
|
|
|
3019
|
Osterweis Capital Management
San Francisco,
California
|
$164K
|
–
|
–
|
–
|
|
|
3020
|
Stephens Consulting
Flint,
Michigan
|
$163K
|
+$1.45K
|
+5
|
+0.9%
|
|
|
3021
|
Wolff Wiese Magana
Carslbad,
California
|
$161K
|
+$5.52K
|
+19
|
+3%
|
|
|
3022
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
$154K
|
–
|
–
|
–
|
|
|
3023
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$153K
|
–
|
–
|
–
|
|
|
3024
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$153K
|
–
|
–
|
–
|
|
|
3025
|
Tower Trust & Investment Company
Davenport,
Iowa
|
$151K
|
+$160K
|
+552
|
New
|
|
