|
1301
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$276K
|
+$246K
|
+1,975
|
New
|
|
|
1302
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$273K
|
+$12.5K
|
+100
|
+5%
|
|
|
1303
|
VisionPoint Advisory Group
Dallas,
Texas
|
$273K
|
+$21.8K
|
+175
|
+10%
|
|
|
1304
|
Wedge Capital Management
Charlotte,
North Carolina
|
$270K
|
+$12.5K
|
+100
|
+6%
|
|
|
1305
|
Exchange Bank
Santa Rosa,
California
|
$270K
|
–
|
–
|
–
|
|
|
1306
|
McLean Asset Management
Tysons,
Virginia
|
$269K
|
–
|
–
|
–
|
|
|
1307
|
Marcum Wealth
Cleveland,
Ohio
|
$266K
|
-$28.1K
|
-225
|
-11%
|
|
|
1308
|
Forum Financial Management
Lombard,
Illinois
|
$266K
|
+$6.24K
|
+50
|
+3%
|
|
|
1309
|
Petrus Trust Company
Dallas,
Texas
|
$266K
|
+$234K
|
+1,875
|
New
|
|
|
1310
|
GM Advisory Group
Melville,
New York
|
$266K
|
+$234K
|
+1,875
|
New
|
|
|
1311
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$266K
|
+$234K
|
+1,875
|
New
|
|
|
1312
|
Portside Wealth Group
Provo,
Utah
|
$262K
|
-$12.5K
|
-100
|
-5%
|
|
|
1313
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$262K
|
–
|
–
|
–
|
|
|
1314
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$262K
|
+$231K
|
+1,850
|
New
|
|
|
1315
|
Personal CFO Solutions
Chester,
New Jersey
|
$262K
|
+$231K
|
+1,850
|
New
|
|
|
1316
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$262K
|
+$231K
|
+1,850
|
New
|
|
|
1317
|
Berger Financial Group
Plymouth,
Minnesota
|
$259K
|
–
|
–
|
–
|
|
|
1318
|
GTS Securities
Miami,
Florida
|
$259K
|
-$243K
|
-1,950
|
-52%
|
|
|
1319
|
Quantum Financial Advisors
El Segundo,
California
|
$259K
|
–
|
–
|
–
|
|
|
1320
|
Allworth Financial
Folsom,
California
|
$255K
|
+$24.9K
|
+200
|
+13%
|
|
|
1321
|
|
$255K
|
–
|
–
|
–
|
|
|
1322
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$255K
|
–
|
–
|
–
|
|
|
1323
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$255K
|
–
|
–
|
–
|
|
|
1324
|
Saxony Capital Management
St. Louis,
Missouri
|
$255K
|
+$225K
|
+1,800
|
New
|
|
|
1325
|
US Asset Management LLC
Pittsburgh,
Pennsylvania
|
$252K
|
+$221K
|
+1,775
|
New
|
|
