|
1201
|
SignatureFD
Atlanta,
Georgia
|
$522K
|
-$405K
|
-7,520
|
-43%
|
|
|
1202
|
Capital Planning
Bellevue,
Washington
|
$522K
|
–
|
–
|
–
|
|
|
1203
|
WealthShield Partners
Cary,
North Carolina
|
$519K
|
-$1.43M
|
-26,505
|
-73%
|
|
|
1204
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$515K
|
-$136K
|
-2,525
|
-21%
|
|
|
1205
|
FourThought Financial
Venice,
Florida
|
$514K
|
+$269
|
+5
|
+0.1%
|
|
|
1206
|
First Bancorp
Damariscotta,
Maine
|
$512K
|
+$524K
|
+9,740
|
New
|
|
|
1207
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$511K
|
-$18.6K
|
-345
|
-3%
|
|
|
1208
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$510K
|
+$1.61K
|
+30
|
+0.3%
|
|
|
1209
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$509K
|
-$81.2K
|
-1,510
|
-13%
|
|
|
1210
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$508K
|
-$13.4K
|
-250
|
-3%
|
|
|
1211
|
Columbia Trust
Portland,
Oregon
|
$508K
|
–
|
–
|
–
|
|
|
1212
|
Echo Wealth Management
Plymouth,
Minnesota
|
$504K
|
-$11.8K
|
-220
|
-2%
|
|
|
1213
|
Security National Bank
Omaha,
Nebraska
|
$503K
|
+$269K
|
+5,000
|
+110%
|
|
|
1214
|
Murphy Capital Management
Bedminster,
New Jersey
|
$500K
|
+$1.08K
|
+20
|
+0.2%
|
|
|
1215
|
Signet Financial Management
Parsippany,
New Jersey
|
$497K
|
+$508K
|
+9,445
|
New
|
|
|
1216
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$496K
|
+$207K
|
+3,845
|
+69%
|
|
|
1217
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$496K
|
+$12.1K
|
+225
|
+2%
|
|
|
1218
|
Financial Insights
Tacoma,
Washington
|
$494K
|
–
|
–
|
–
|
|
|
1219
|
TrinityPoint Wealth
Milford,
Connecticut
|
$493K
|
-$15.9K
|
-295
|
-3%
|
|
|
1220
|
Carret Asset Management
New York
|
$492K
|
+$25.3K
|
+470
|
+5%
|
|
|
1221
|
Ashford Advisors
Pittsford,
New York
|
$489K
|
–
|
–
|
–
|
|
|
1222
|
NWK Group
San Francisco,
California
|
$488K
|
-$58.4K
|
-1,085
|
-10%
|
|
|
1223
|
Legal & General Group
London,
United Kingdom
|
$487K
|
-$202K
|
-3,750
|
-29%
|
|
|
1224
|
One Capital Management
Westlake Village,
California
|
$487K
|
-$17.5K
|
-325
|
-3%
|
|
|
1225
|
O'Donnell Financial Services
San Rafael,
California
|
$486K
|
+$497K
|
+9,235
|
New
|
|
