|
1101
|
QTR Family Wealth
Lake Mary,
Florida
|
$249K
|
+$233K
|
+58
|
New
|
|
|
1102
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$249K
|
+$233K
|
+58
|
New
|
|
|
1103
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$245K
|
-$60.2K
|
-15
|
-21%
|
|
|
1104
|
CWA Asset Management Group
Naples,
Florida
|
$245K
|
+$4.01K
|
+1
|
+2%
|
|
|
1105
|
Gryphon Financial Partners
Columbus,
Ohio
|
$245K
|
+$229K
|
+57
|
New
|
|
|
1106
|
Bristlecone Advisors
Bellevue,
Washington
|
$240K
|
-$8.02K
|
-2
|
-3%
|
|
|
1107
|
Tranquility Partners
Brentwood,
Tennessee
|
$240K
|
–
|
–
|
–
|
|
|
1108
|
Arrowroot Family Office
Marina Del Rey,
California
|
$240K
|
+$225K
|
+56
|
New
|
|
|
1109
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$238K
|
–
|
–
|
–
|
|
|
1110
|
Burton Enright Welch
Walnut Creek,
California
|
$236K
|
+$221K
|
+55
|
New
|
|
|
1111
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$236K
|
–
|
–
|
–
|
|
|
1112
|
Tempus Wealth Planning
Irvine,
California
|
$236K
|
–
|
–
|
–
|
|
|
1113
|
Accredited Investors
Edina,
Minnesota
|
$236K
|
+$221K
|
+55
|
New
|
|
|
1114
|
Proficio Capital Partners
Newton,
Massachusetts
|
$232K
|
-$325K
|
-81
|
-60%
|
|
|
1115
|
Jackson Square Capital
San Francisco,
California
|
$232K
|
–
|
–
|
–
|
|
|
1116
|
RMR Wealth Builders
Montclair,
New Jersey
|
$232K
|
+$217K
|
+54
|
New
|
|
|
1117
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$228K
|
–
|
–
|
–
|
|
|
1118
|
Byrne Asset Management
Kingston,
New Jersey
|
$227K
|
–
|
–
|
–
|
|
|
1119
|
3Chopt Investment Partners
Richmond,
Virginia
|
$227K
|
+$213K
|
+53
|
New
|
|
|
1120
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$227K
|
+$213K
|
+53
|
New
|
|
|
1121
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$223K
|
–
|
–
|
–
|
|
|
1122
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$223K
|
+$209K
|
+52
|
New
|
|
|
1123
|
Goldstein Advisors
Madison,
Wisconsin
|
$223K
|
+$209K
|
+52
|
New
|
|
|
1124
|
Insight 2811 Inc
Chicago,
Illinois
|
$223K
|
+$209K
|
+52
|
New
|
|
|
1125
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$223K
|
+$209K
|
+52
|
New
|
|
