|
1301
|
Elevated Capital Advisors
Sandy,
Utah
|
$817
|
–
|
–
|
–
|
|
|
1302
|
Financial Management Professionals
Austin,
Texas
|
$817
|
–
|
–
|
–
|
|
|
1303
|
WestEnd Advisors
Charlotte,
North Carolina
|
$817
|
–
|
–
|
–
|
|
|
1304
|
Davis Capital Management
Jacksonville,
Florida
|
$817
|
+$323
|
+4
|
+67%
|
|
|
1305
|
Investors Portfolio Services
Puyallup,
Washington
|
$814
|
–
|
–
|
–
|
|
|
1306
|
Whipplewood Advisors
Littleton,
Colorado
|
$735
|
-$485
|
-6
|
-40%
|
|
|
1307
|
Breakwater Investment Management
Seattle,
Washington
|
$573
|
+$565
|
+7
|
New
|
|
|
1308
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$490
|
-$404
|
-5
|
-45%
|
|
|
1309
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$409
|
–
|
–
|
–
|
|
|
1310
|
DecisionPoint Financial
Mesa,
Arizona
|
$409
|
–
|
–
|
–
|
|
|
1311
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$409
|
–
|
–
|
–
|
|
|
1312
|
Curio Wealth
Annapolis,
Maryland
|
$409
|
+$404
|
+5
|
New
|
|
|
1313
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$409
|
+$404
|
+5
|
New
|
|
|
1314
|
Trust Company of Toledo
Holland,
Ohio
|
$409
|
+$404
|
+5
|
New
|
|
|
1315
|
Financial Consulate
Hunt Valley,
Maryland
|
$327
|
-$7.75K
|
-96
|
-96%
|
|
|
1316
|
Trust Company
Manhattan,
Kansas
|
$327
|
–
|
–
|
–
|
|
|
1317
|
Tidemark
San Diego,
California
|
$327
|
+$323
|
+4
|
New
|
|
|
1318
|
Walsh & Associates
Sarasota,
Florida
|
$327
|
+$323
|
+4
|
New
|
|
|
1319
|
Osbon Capital Management
Boston,
Massachusetts
|
$245
|
–
|
–
|
–
|
|
|
1320
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$245
|
+$242
|
+3
|
New
|
|
|
1321
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$164
|
–
|
–
|
–
|
|
|
1322
|
Fideuram - Intesa Sanpaolo Private Banking
Turin,
|
$82
|
–
|
–
|
–
|
|
|
1323
|
Ross\Johnson & Associates
Plymouth,
Minnesota
|
$82
|
–
|
–
|
–
|
|
|
1324
|
3 Factor Indexing
Sacramento,
California
|
$82
|
+$81
|
+1
|
New
|
|
|
1325
|
|
–
|
-$1.15B
|
-14,518,531
|
Closed
|
|
