|
801
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$56K
|
+$6.83K
|
+94
|
+14%
|
|
|
802
|
Global Retirement Partners
San Rafael,
California
|
$54K
|
–
|
–
|
–
|
|
|
803
|
Versant Capital Management
Phoenix,
Arizona
|
$54K
|
+$218
|
+3
|
+0.4%
|
|
|
804
|
Asset Dedication LLC
San Francisco,
California
|
$52K
|
+$73
|
+1
|
+0.1%
|
|
|
805
|
Optimum Investment Advisors
Chicago,
Illinois
|
$52K
|
+$7.26K
|
+100
|
+17%
|
|
|
806
|
Private Ocean
San Rafael,
California
|
$47K
|
–
|
–
|
–
|
|
|
807
|
Capstone Investment Advisors
New York
|
$46K
|
+$45K
|
+620
|
New
|
|
|
808
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$42K
|
-$30.5K
|
-420
|
-43%
|
|
|
809
|
Cutler Group
San Francisco,
California
|
$38K
|
-$14.5K
|
-200
|
-28%
|
|
|
810
|
Norway Savings Bank
Portland,
Maine
|
$37K
|
-$2.18K
|
-30
|
-6%
|
|
|
811
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$37K
|
–
|
–
|
–
|
|
|
812
|
MUFG Securities EMEA
London,
United Kingdom
|
$34K
|
+$33.3K
|
+459
|
New
|
|
|
813
|
Gemmer Asset Management
Walnut Creek,
California
|
$32K
|
–
|
–
|
–
|
|
|
814
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$31K
|
-$73
|
-1
|
-0.2%
|
|
|
815
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$30K
|
-$2.18K
|
-30
|
-7%
|
|
|
816
|
|
$30K
|
–
|
–
|
–
|
|
|
817
|
Nelson Capital Management
Menlo Park,
California
|
$30K
|
–
|
–
|
–
|
|
|
818
|
Rockefeller Capital Management
New York
|
$30K
|
+$29.5K
|
+406
|
New
|
|
|
819
|
Private Capital Group
West Hartford,
Connecticut
|
$29K
|
-$436
|
-6
|
-1%
|
|
|
820
|
Reilly Financial Advisors
La Mesa,
California
|
$29K
|
–
|
–
|
–
|
|
|
821
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$27K
|
-$2.61K
|
-36
|
-9%
|
|
|
822
|
West Oak Capital
Westlake Village,
California
|
$25.9K
|
–
|
–
|
–
|
|
|
823
|
First Personal Financial Services
Charlotte,
North Carolina
|
$23K
|
–
|
–
|
–
|
|
|
824
|
Northwest Wealth Management
Spencer,
Iowa
|
$23K
|
–
|
–
|
–
|
|
|
825
|
Tarbox Family Office
Newport Beach,
California
|
$23K
|
–
|
–
|
–
|
|
