|
801
|
Asset Dedication LLC
San Francisco,
California
|
$1.6M
|
+$1.46M
|
+2
|
New
|
|
|
802
|
Blodgett Wealth Advisors
Concord,
California
|
$1.6M
|
+$1.46M
|
+2
|
New
|
|
|
803
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$1.6M
|
+$1.46M
|
+2
|
New
|
|
|
804
|
Farrow Financial
Randolph,
Vermont
|
$1.6M
|
+$1.46M
|
+2
|
New
|
|
|
805
|
FinDec Wealth Services
Stockton,
California
|
$1.6M
|
+$1.46M
|
+2
|
New
|
|
|
806
|
First Pacific Financial
Vancouver,
Washington
|
$1.6M
|
+$1.46M
|
+2
|
New
|
|
|
807
|
Forum Financial Management
Lombard,
Illinois
|
$1.6M
|
+$1.46M
|
+2
|
New
|
|
|
808
|
GHP Investment Advisors
Denver,
Colorado
|
$1.6M
|
+$1.46M
|
+2
|
New
|
|
|
809
|
Harfst & Associates
Sheridan,
Wyoming
|
$1.6M
|
+$1.46M
|
+2
|
New
|
|
|
810
|
J.W. Coons Advisors
Columbus,
Ohio
|
$1.6M
|
+$1.46M
|
+2
|
New
|
|
|
811
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$1.6M
|
+$1.46M
|
+2
|
New
|
|
|
812
|
LVW Advisors
Pittsford,
New York
|
$1.6M
|
+$1.46M
|
+2
|
New
|
|
|
813
|
Pacific Center for Financial Services
San Ramon,
California
|
$1.6M
|
+$1.46M
|
+2
|
New
|
|
|
814
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$1.6M
|
+$1.46M
|
+2
|
New
|
|
|
815
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$1.6M
|
+$1.46M
|
+2
|
New
|
|
|
816
|
Roundview Capital
Princeton,
New Jersey
|
$1.6M
|
+$1.46M
|
+2
|
New
|
|
|
817
|
SteelPeak Wealth
Woodland Hills,
California
|
$1.6M
|
+$1.46M
|
+2
|
New
|
|
|
818
|
Summitry LLC
Foster City,
California
|
$1.6M
|
+$1.46M
|
+2
|
New
|
|
|
819
|
Tradewinds Capital Management
Bellingham,
Washington
|
$1.6M
|
+$1.46M
|
+2
|
New
|
|
|
820
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$1.6M
|
+$1.46M
|
+2
|
New
|
|
|
821
|
Waterford Advisors
Orchard Park,
New York
|
$1.6M
|
-$217M
|
-298
|
-99%
|
|
|
822
|
Asset Management Group
Stamford,
Connecticut
|
$1.6M
|
-$144M
|
-198
|
-99%
|
|
|
823
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$1.6M
|
-$144M
|
-198
|
-99%
|
|
|
824
|
|
$1.6M
|
-$9.48M
|
-13
|
-87%
|
|
|
825
|
Black Point Wealth Management
Naples,
Florida
|
$1.6M
|
-$3.65M
|
-5
|
-71%
|
|
