|
1401
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$90K
|
–
|
–
|
–
|
|
|
1402
|
|
$89K
|
-$2.31M
|
-8,355
|
-96%
|
|
|
1403
|
Liberty Wealth Management
Oakland,
California
|
$89K
|
+$2.22K
|
+8
|
+2%
|
|
|
1404
|
Your Advocates Ltd
Houston,
Texas
|
$86K
|
–
|
–
|
–
|
|
|
1405
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$84K
|
–
|
–
|
–
|
|
|
1406
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$81K
|
+$19.4K
|
+70
|
+25%
|
|
|
1407
|
First National Bank of South Miami
South Miami,
Florida
|
$80K
|
+$85.9K
|
+310
|
New
|
|
|
1408
|
Westside Investment Management
Santa Monica,
California
|
$79.4K
|
-$107K
|
-387
|
-6%
|
|
|
1409
|
|
$78K
|
-$27.4K
|
-99
|
-25%
|
|
|
1410
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$78K
|
+$83.1K
|
+300
|
New
|
|
|
1411
|
Sterling Financial Planning
Sparta,
New Jersey
|
$78K
|
+$83.1K
|
+300
|
New
|
|
|
1412
|
Barnett & Company
Chattanooga,
Tennessee
|
$77K
|
–
|
–
|
–
|
|
|
1413
|
Riverview Trust Company
Vancouver,
Washington
|
$75K
|
–
|
–
|
–
|
|
|
1414
|
Zions Bancorporation
Salt Lake City,
Utah
|
$71K
|
+$831
|
+3
|
+1%
|
|
|
1415
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$71K
|
+$20.8K
|
+75
|
+38%
|
|
|
1416
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$71K
|
+$75.9K
|
+274
|
New
|
|
|
1417
|
|
$70K
|
+$47.1K
|
+170
|
+168%
|
|
|
1418
|
Legacy Bridge
West Des Moines,
Iowa
|
$68K
|
–
|
–
|
–
|
|
|
1419
|
NVWM LLC
Yardley,
Pennsylvania
|
$68K
|
–
|
–
|
–
|
|
|
1420
|
Annapolis Financial Services
Annapolis,
Maryland
|
$66K
|
+$70.1K
|
+253
|
New
|
|
|
1421
|
Asset Dedication LLC
San Francisco,
California
|
$65K
|
+$7.48K
|
+27
|
+12%
|
|
|
1422
|
Merrion Investment Management
Cranford,
New Jersey
|
$65K
|
+$69.2K
|
+250
|
New
|
|
|
1423
|
Duncker Streett & Co
St. Louis,
Missouri
|
$64K
|
-$25.2K
|
-91
|
-27%
|
|
|
1424
|
Versant Capital Management
Phoenix,
Arizona
|
$63K
|
–
|
–
|
–
|
|
|
1425
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$62K
|
+$2.77K
|
+10
|
+4%
|
|
