|
2826
|
Bank of Marin
Novato,
California
|
$544K
|
–
|
–
|
–
|
|
|
2827
|
Partners Group Holding
Baar-Zug,
Switzerland
|
$544K
|
–
|
–
|
–
|
|
|
2828
|
Falcon Wealth Planning
Ontario,
California
|
$544K
|
+$72.3K
|
+500
|
+15%
|
|
|
2829
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$544K
|
+$543K
|
+3,760
|
New
|
|
|
2830
|
Axiom Financial Strategies
New Albany,
Indiana
|
$541K
|
–
|
–
|
–
|
|
|
2831
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$539K
|
-$101K
|
-700
|
-16%
|
|
|
2832
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$538K
|
–
|
–
|
–
|
|
|
2833
|
ERn Financial LLC
Middleton,
Wisconsin
|
$535K
|
-$5.78K
|
-40
|
-1%
|
|
|
2834
|
PFS Investments
Duluth,
Georgia
|
$535K
|
+$14.5K
|
+100
|
+3%
|
|
|
2835
|
Intelligence Driven Advisers
Carlsbad,
California
|
$535K
|
+$60.7K
|
+420
|
+11%
|
|
|
2836
|
Larson Financial Group
St Louis,
Missouri
|
$535K
|
+$119K
|
+820
|
+28%
|
|
|
2837
|
Versant Capital Management
Phoenix,
Arizona
|
$532K
|
+$8.67K
|
+60
|
+2%
|
|
|
2838
|
Heron Financial Group
New York
|
$532K
|
+$52K
|
+360
|
+10%
|
|
|
2839
|
Waterfront Wealth
Overland Park,
Kansas
|
$532K
|
+$168K
|
+1,160
|
+46%
|
|
|
2840
|
Crew Capital Management
Cincinnati,
Ohio
|
$530K
|
-$116K
|
-800
|
-18%
|
|
|
2841
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$530K
|
+$37.6K
|
+260
|
+8%
|
|
|
2842
|
NVWM LLC
Yardley,
Pennsylvania
|
$529K
|
+$60.7K
|
+420
|
+13%
|
|
|
2843
|
Banco de Sabadell
Miami,
Florida
|
$528K
|
-$1.32M
|
-9,100
|
-72%
|
|
|
2844
|
TriaGen Wealth Management
Calabasas,
California
|
$527K
|
–
|
–
|
–
|
|
|
2845
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$527K
|
+$34.7K
|
+240
|
+7%
|
|
|
2846
|
Autumn Glory Partners
Dallas,
Texas
|
$527K
|
+$526K
|
+3,640
|
New
|
|
|
2847
|
Wolverine Asset Management
Chicago,
Illinois
|
$526K
|
-$3.34M
|
-23,100
|
-86%
|
|
|
2848
|
Altus Wealth Management
Ft Mitchell,
Kentucky
|
$524K
|
+$5.78K
|
+40
|
+1%
|
|
|
2849
|
AIMZ Investment Advisors
Los Altos,
California
|
$521K
|
–
|
–
|
–
|
|
|
2850
|
Cambridge Advisors
Omaha,
Nebraska
|
$521K
|
+$26K
|
+180
|
+5%
|
|
