|
1201
|
WCM Investment Management
Laguna Beach,
California
|
$268K
|
-$10.9M
|
-189,358
|
-98%
|
|
|
1202
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$268K
|
-$256K
|
-4,423
|
-50%
|
|
|
1203
|
Roundview Capital
Princeton,
New Jersey
|
$268K
|
-$21.7K
|
-375
|
-8%
|
|
|
1204
|
PFG Advisors
Phoenix,
Arizona
|
$268K
|
+$58
|
+1
|
+0%
|
|
|
1205
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$267K
|
-$254K
|
-4,389
|
-50%
|
|
|
1206
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$266K
|
–
|
–
|
–
|
|
|
1207
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$265K
|
-$347
|
-6
|
-0.1%
|
|
|
1208
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$265K
|
+$252K
|
+4,360
|
New
|
|
|
1209
|
C-J Advisory
San Jose,
California
|
$263K
|
+$3.01K
|
+52
|
+1%
|
|
|
1210
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$263K
|
+$13.8K
|
+238
|
+6%
|
|
|
1211
|
Cohen Klingenstein
New York
|
$262K
|
–
|
–
|
–
|
|
|
1212
|
Searle & Co
Greenwich,
Connecticut
|
$260K
|
–
|
–
|
–
|
|
|
1213
|
Carret Asset Management
New York
|
$260K
|
+$231
|
+4
|
+0.1%
|
|
|
1214
|
Banco Santander
Madrid,
Spain
|
$258K
|
–
|
–
|
–
|
|
|
1215
|
Delta Investment Management
San Francisco,
California
|
$258K
|
+$3.06K
|
+53
|
+1%
|
|
|
1216
|
True North Advisors
Dallas,
Texas
|
$255K
|
-$95.4K
|
-1,650
|
-28%
|
|
|
1217
|
|
$253K
|
-$323M
|
-5,593,424
|
-100%
|
|
|
1218
|
Aprio Wealth Management
Atlanta,
Georgia
|
$251K
|
–
|
–
|
–
|
|
|
1219
|
Gratus Capital
Atlanta,
Georgia
|
$251K
|
+$238K
|
+4,123
|
New
|
|
|
1220
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$249K
|
-$19.3M
|
-333,639
|
-99%
|
|
|
1221
|
Institute for Wealth Management
Denver,
Colorado
|
$249K
|
+$520
|
+9
|
+0.2%
|
|
|
1222
|
American Investment Services
Great Barrington,
Massachusetts
|
$249K
|
+$1.45K
|
+25
|
+0.6%
|
|
|
1223
|
Janiczek Wealth Management
Denver,
Colorado
|
$248K
|
-$2.9M
|
-50,104
|
-92%
|
|
|
1224
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$248K
|
-$681K
|
-11,779
|
-74%
|
|
|
1225
|
Good Life Advisors
Reading,
Pennsylvania
|
$246K
|
-$1.03M
|
-17,843
|
-82%
|
|
