|
1326
|
HM Payson & Co
Portland,
Maine
|
$252K
|
–
|
–
|
–
|
|
|
1327
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$252K
|
–
|
–
|
–
|
|
|
1328
|
Claro Advisors
Boston,
Massachusetts
|
$248K
|
+$218K
|
+1,750
|
New
|
|
|
1329
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$248K
|
–
|
–
|
–
|
|
|
1330
|
Traveka Wealth
Los Altos,
California
|
$248K
|
+$218K
|
+1,750
|
New
|
|
|
1331
|
|
$245K
|
+$215K
|
+1,725
|
New
|
|
|
1332
|
Eastern Bank
Boston,
Massachusetts
|
$245K
|
-$12.5K
|
-100
|
-5%
|
|
|
1333
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$245K
|
+$9.35K
|
+75
|
+5%
|
|
|
1334
|
|
$245K
|
+$215K
|
+1,725
|
New
|
|
|
1335
|
SOA Wealth Advisors
New York
|
$245K
|
–
|
–
|
–
|
|
|
1336
|
Stewart & Patten Company
Lafayette,
California
|
$245K
|
–
|
–
|
–
|
|
|
1337
|
Sollinda Capital Management
Miami,
Florida
|
$245K
|
+$215K
|
+1,725
|
New
|
|
|
1338
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$241K
|
–
|
–
|
–
|
|
|
1339
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$241K
|
–
|
–
|
–
|
|
|
1340
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$238K
|
+$3.12K
|
+25
|
+2%
|
|
|
1341
|
Synergy Financial Group
San Ramon,
California
|
$234K
|
-$12.5K
|
-100
|
-6%
|
|
|
1342
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$234K
|
+$190K
|
+1,525
|
+1,220%
|
|
|
1343
|
L.J. Altfest & Co
New York
|
$231K
|
-$6.24K
|
-50
|
-3%
|
|
|
1344
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$231K
|
+$203K
|
+1,625
|
New
|
|
|
1345
|
Isthmus Partners
Madison,
Wisconsin
|
$231K
|
-$13.6M
|
-109,375
|
-99%
|
|
|
1346
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$231K
|
–
|
–
|
–
|
|
|
1347
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$231K
|
+$203K
|
+1,625
|
New
|
|
|
1348
|
Encompass Wealth Advisors
Portland,
Oregon
|
$231K
|
–
|
–
|
–
|
|
|
1349
|
Banco Santander
Madrid,
Spain
|
$227K
|
-$568K
|
-4,550
|
-74%
|
|
|
1350
|
Csenge Advisory Group
Clearwater,
Florida
|
$227K
|
+$200K
|
+1,600
|
New
|
|
