|
1601
|
West Branch Capital
Amherst,
Massachusetts
|
$434K
|
-$411K
|
-2,000
|
-50%
|
|
|
1602
|
Client 1st Advisory Group
Dunedin,
Florida
|
$434K
|
+$51.4K
|
+250
|
+14%
|
|
|
1603
|
Pasadena Private Wealth
Pasadena,
California
|
$433K
|
–
|
–
|
–
|
|
|
1604
|
WrapManager Inc
Mill Valley,
California
|
$433K
|
-$56.8K
|
-276
|
-12%
|
|
|
1605
|
Aire Advisors
Beverly Hills,
California
|
$432K
|
+$48.3K
|
+235
|
+13%
|
|
|
1606
|
Liberty Wealth Management
Oakland,
California
|
$431K
|
+$16K
|
+78
|
+4%
|
|
|
1607
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$430K
|
-$120K
|
-582
|
-23%
|
|
|
1608
|
Howe & Rusling
Rochester,
New York
|
$429K
|
+$36.4K
|
+177
|
+10%
|
|
|
1609
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$429K
|
+$406K
|
+1,974
|
New
|
|
|
1610
|
|
$428K
|
–
|
–
|
–
|
|
|
1611
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$428K
|
+$12.3K
|
+60
|
+3%
|
|
|
1612
|
Lighthouse Financial Services
Brea,
California
|
$427K
|
+$405K
|
+1,968
|
New
|
|
|
1613
|
Bogart Wealth LLC
Mclean,
Virginia
|
$427K
|
+$70.1K
|
+341
|
+21%
|
|
|
1614
|
RS Crum Inc
Newport Beach,
California
|
$426K
|
–
|
–
|
–
|
|
|
1615
|
Columbia Asset Management
Ann Arbor,
Michigan
|
$426K
|
–
|
–
|
–
|
|
|
1616
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$426K
|
+$164K
|
+797
|
+68%
|
|
|
1617
|
|
$426K
|
+$403K
|
+1,960
|
New
|
|
|
1618
|
Indivisible Partners
Clearwater,
Florida
|
$425K
|
+$403K
|
+1,958
|
New
|
|
|
1619
|
Pioneer Trust Bank
Salem,
Oregon
|
$423K
|
–
|
–
|
–
|
|
|
1620
|
Fortem Financial Group
Palm Desert,
California
|
$423K
|
+$401K
|
+1,950
|
New
|
|
|
1621
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$422K
|
+$10.5K
|
+51
|
+3%
|
|
|
1622
|
Pin Oak Investment Advisors
Houston,
Texas
|
$422K
|
–
|
–
|
–
|
|
|
1623
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$422K
|
-$231K
|
-1,122
|
-37%
|
|
|
1624
|
Berkshire Money Management
Dalton,
Massachusetts
|
$420K
|
+$398K
|
+1,936
|
New
|
|
|
1625
|
SmartHarvest Portfolios
Poulsbo,
Washington
|
$420K
|
+$398K
|
+1,934
|
New
|
|
