|
1101
|
Adero Partners
Pleasanton,
California
|
$400K
|
+$120K
|
+167
|
+41%
|
|
|
1102
|
Element Pointe Advisors
Miami,
Florida
|
$399K
|
+$414K
|
+576
|
New
|
|
|
1103
|
Caldwell Trust
Venice,
Florida
|
$399K
|
–
|
–
|
–
|
|
|
1104
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$396K
|
–
|
–
|
–
|
|
|
1105
|
Asset Dedication LLC
San Francisco,
California
|
$395K
|
-$134K
|
-187
|
-25%
|
|
|
1106
|
Aveo Capital Partners
Englewood,
Colorado
|
$393K
|
+$48.8K
|
+68
|
+14%
|
|
|
1107
|
Quotient Wealth Partners
Dallas,
Texas
|
$392K
|
+$406K
|
+566
|
New
|
|
|
1108
|
Valmark Advisers
Akron,
Ohio
|
$392K
|
+$2.15K
|
+3
|
+0.5%
|
|
|
1109
|
Meeder Advisory Services
Dublin,
Ohio
|
$391K
|
-$55.3K
|
-77
|
-12%
|
|
|
1110
|
Main Street Research
Lakeville,
Connecticut
|
$391K
|
-$13.7M
|
-19,030
|
-97%
|
|
|
1111
|
Veracity Capital
Atlanta,
Georgia
|
$390K
|
+$33K
|
+46
|
+9%
|
|
|
1112
|
Breed's Hill Capital
Charlestown,
Massachusetts
|
$390K
|
+$152K
|
+211
|
+60%
|
|
|
1113
|
Glass Wealth Management
San Antonio,
Texas
|
$390K
|
+$404K
|
+562
|
New
|
|
|
1114
|
Synergy Financial Group
San Ramon,
California
|
$387K
|
-$56K
|
-78
|
-12%
|
|
|
1115
|
New Republic Capital
Charlotte,
North Carolina
|
$387K
|
+$174K
|
+242
|
+76%
|
|
|
1116
|
Eastern Bank
Boston,
Massachusetts
|
$387K
|
-$63.9K
|
-89
|
-14%
|
|
|
1117
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$387K
|
+$59.6K
|
+83
|
+17%
|
|
|
1118
|
Principal Street Partners
Memphis,
Tennessee
|
$384K
|
-$391K
|
-544
|
-49%
|
|
|
1119
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$384K
|
-$8.62K
|
-12
|
-2%
|
|
|
1120
|
Emerald Advisers
Leola,
Pennsylvania
|
$383K
|
+$397K
|
+553
|
New
|
|
|
1121
|
Lazari Capital Management
Woodland Hills,
California
|
$381K
|
+$30.9K
|
+43
|
+8%
|
|
|
1122
|
Allianz Asset Management
Munich,
Germany
|
$378K
|
-$778K
|
-1,084
|
-67%
|
|
|
1123
|
Baring Financial
Bellingham,
Washington
|
$378K
|
+$392K
|
+546
|
New
|
|
|
1124
|
TFC Financial Management
Boston,
Massachusetts
|
$377K
|
–
|
–
|
–
|
|
|
1125
|
AA Financial Advisors
Columbus,
Ohio
|
$376K
|
-$58.9K
|
-82
|
-13%
|
|
