|
1601
|
Simplify Asset Management
Las Vegas,
Nevada
|
$305K
|
+$61.7K
|
+300
|
+27%
|
|
|
1602
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$305K
|
-$5.14K
|
-25
|
-2%
|
|
|
1603
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$304K
|
+$20.6K
|
+100
|
+8%
|
|
|
1604
|
Belpointe Asset Management
Reno,
Nevada
|
$300K
|
-$36K
|
-175
|
-11%
|
|
|
1605
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$300K
|
-$25.7K
|
-125
|
-8%
|
|
|
1606
|
NBT Bank
Norwich,
New York
|
$300K
|
–
|
–
|
–
|
|
|
1607
|
Pandora Wealth
Oakbrook Terrace,
Illinois
|
$300K
|
–
|
–
|
–
|
|
|
1608
|
US Asset Management LLC
Pittsburgh,
Pennsylvania
|
$300K
|
–
|
–
|
–
|
|
|
1609
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$300K
|
+$5.14K
|
+25
|
+2%
|
|
|
1610
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$296K
|
-$180K
|
-875
|
-39%
|
|
|
1611
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$295K
|
+$15.4K
|
+75
|
+6%
|
|
|
1612
|
Hopwood Financial Services
Reston,
Virginia
|
$295K
|
–
|
–
|
–
|
|
|
1613
|
Mainsail Asset Management
Birmingham,
Alabama
|
$295K
|
+$46.3K
|
+225
|
+20%
|
|
|
1614
|
TownSquare Capital
Provo,
Utah
|
$295K
|
-$4.32M
|
-20,975
|
-94%
|
|
|
1615
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$295K
|
-$10.3K
|
-50
|
-4%
|
|
|
1616
|
Harbour Investments
Madison,
Wisconsin
|
$295K
|
+$10.3K
|
+50
|
+4%
|
|
|
1617
|
J.W. Burns & Co
Dewitt,
New York
|
$295K
|
+$15.4K
|
+75
|
+6%
|
|
|
1618
|
Parnassus Investments
San Francisco,
California
|
$295K
|
+$25.7K
|
+125
|
+10%
|
|
|
1619
|
1015 Capital Partners
Pottstown,
Pennsylvania
|
$295K
|
+$283K
|
+1,375
|
New
|
|
|
1620
|
55 North Private Wealth
Winter Park,
Florida
|
$295K
|
+$283K
|
+1,375
|
New
|
|
|
1621
|
Counterpoint Mutual Funds
San Diego,
California
|
$295K
|
+$283K
|
+1,375
|
New
|
|
|
1622
|
Prosperity Bancshares
Houston,
Texas
|
$295K
|
+$283K
|
+1,375
|
New
|
|
|
1623
|
Roehl & Yi Investment Advisors
Eugene,
Oregon
|
$295K
|
+$283K
|
+1,375
|
New
|
|
|
1624
|
SimplyRich
Carlsbad,
California
|
$294K
|
–
|
–
|
–
|
|
|
1625
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$289K
|
-$20.6K
|
-100
|
-7%
|
|
