|
826
|
Asset Dedication LLC
San Francisco,
California
|
$51K
|
–
|
–
|
–
|
|
|
827
|
Optimum Investment Advisors
Chicago,
Illinois
|
$51K
|
–
|
–
|
–
|
|
|
828
|
Private Ocean
San Rafael,
California
|
$47K
|
–
|
–
|
–
|
|
|
829
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$45K
|
+$47.8K
|
+618
|
New
|
|
|
830
|
Legacy Financial Advisors
Covington,
Kentucky
|
$41K
|
+$22.8K
|
+295
|
+114%
|
|
|
831
|
Global Retirement Partners
San Rafael,
California
|
$38K
|
-$15.8K
|
-205
|
-28%
|
|
|
832
|
Norway Savings Bank
Portland,
Maine
|
$37K
|
–
|
–
|
–
|
|
|
833
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$36K
|
-$4.95K
|
-64
|
-12%
|
|
|
834
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$36K
|
–
|
–
|
–
|
|
|
835
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$34K
|
+$36.1K
|
+467
|
New
|
|
|
836
|
MilWealth Group
Milwaukee,
Wisconsin
|
$33.2K
|
+$34.9K
|
+452
|
New
|
|
|
837
|
Gemmer Asset Management
Walnut Creek,
California
|
$32K
|
–
|
–
|
–
|
|
|
838
|
Rockefeller Capital Management
New York
|
$30K
|
–
|
–
|
–
|
|
|
839
|
JOYN Advisors
Atlanta,
Georgia
|
$30K
|
+$13.9K
|
+180
|
+80%
|
|
|
840
|
Destination Wealth Management
Walnut Creek,
California
|
$30K
|
+$31.7K
|
+410
|
New
|
|
|
841
|
WESPAC Advisors SoCal
Pasadena,
California
|
$30K
|
+$32.5K
|
+420
|
New
|
|
|
842
|
|
$29K
|
–
|
–
|
–
|
|
|
843
|
Private Capital Group
West Hartford,
Connecticut
|
$29K
|
–
|
–
|
–
|
|
|
844
|
MGO One Seven
Beachwood,
Ohio
|
$27K
|
+$28.5K
|
+369
|
New
|
|
|
845
|
Wealthspire Advisors (New York)
New York
|
$27K
|
+$28.5K
|
+369
|
New
|
|
|
846
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$26K
|
-$30.9K
|
-400
|
-47%
|
|
|
847
|
Berman Capital Advisors
Atlanta,
Georgia
|
$24K
|
+$26.4K
|
+341
|
New
|
|
|
848
|
First Personal Financial Services
Charlotte,
North Carolina
|
$23K
|
–
|
–
|
–
|
|
|
849
|
Tarbox Family Office
Newport Beach,
California
|
$23K
|
+$309
|
+4
|
+1%
|
|
|
850
|
|
$23K
|
+$23.9K
|
+309
|
New
|
|
