|
3001
|
Financial Insights
Tacoma,
Washington
|
$300K
|
+$39.3K
|
1
|
0.1%
|
Increased
|
|
|
3002
|
Kerr Financial Planning
Fresno,
California
|
$300K
|
+$262K
|
2
|
0.42%
|
New
|
|
|
3003
|
LifeWealth Investments
Winter Garden,
Florida
|
$300K
|
-$3.4K
|
1
|
0.1%
|
Reduced
|
|
|
3004
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$300K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
3005
|
Ascent Capital Management
Bend,
Oregon
|
$299K
|
+$1.83K
|
1
|
0.24%
|
Increased
|
|
|
3006
|
Cetera Trust Company
St. Paul,
Minnesota
|
$299K
|
-$26.2K
|
2
|
0.17%
|
Reduced
|
|
|
3007
|
Silver Coast Investments
San Diego,
United States
|
$298K
|
-$1.83K
|
1
|
0.1%
|
Reduced
|
|
|
3008
|
Disciplined Investments
Tulsa,
Oklahoma
|
$298K
|
+$277K
|
1
|
0.12%
|
New
|
|
|
3009
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$298K
|
+$21.5K
|
1
|
0.13%
|
Increased
|
|
|
3010
|
International Private Wealth Advisors
San Diego,
California
|
$298K
|
-$35.6K
|
1
|
0.19%
|
Reduced
|
|
|
3011
|
Legacy Edge Advisors
Syosset,
New York
|
$297K
|
-$2.62K
|
1
|
0.04%
|
Reduced
|
|
|
3012
|
Gordian Advisors
Tucson,
Arizona
|
$297K
|
+$785
|
1
|
0.2%
|
Increased
|
|
|
3013
|
Atlas Wealth Partners
Wyomissing,
Pennsylvania
|
$296K
|
$0
|
1
|
0.3%
|
Maintained
|
|
|
3014
|
Bourne Lent Asset Management
Pawling,
New York
|
$296K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
3015
|
|
$296K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
3016
|
Traveka Wealth
Los Altos,
California
|
$296K
|
+$1.31K
|
1
|
0.13%
|
Increased
|
|
|
3017
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$296K
|
+$16.5K
|
1
|
0.05%
|
Increased
|
|
|
3018
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$296K
|
+$15.7K
|
1
|
0.02%
|
Increased
|
|
|
3019
|
FMB Wealth Management
Westlake Village,
California
|
$296K
|
-$10.2K
|
1
|
0.13%
|
Reduced
|
|
|
3020
|
Sunpointe
St. Louis,
Missouri
|
$295K
|
-$3.67K
|
1
|
0.11%
|
Reduced
|
|
|
3021
|
Planning Directions
Glen Mills,
Pennsylvania
|
$295K
|
+$33.2K
|
1
|
0.15%
|
Increased
|
|
|
3022
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$294K
|
+$273K
|
1
|
0.1%
|
New
|
|
|
3023
|
Triumph Capital Management
Denver,
Colorado
|
$293K
|
-$989K
|
1
|
0.08%
|
Reduced
|
|
|
3024
|
Leslie Global Wealth
Itasca,
Illinois
|
$293K
|
+$524
|
1
|
0.14%
|
Increased
|
|
|
3025
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$292K
|
$0
|
1
|
0.08%
|
Maintained
|
|