|
1401
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$550K
|
-$55.7K
|
-107
|
-9%
|
|
|
1402
|
MJP Associates
Farmington,
Connecticut
|
$550K
|
+$125K
|
+240
|
+29%
|
|
|
1403
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$549K
|
+$14.1K
|
+27
|
+3%
|
|
|
1404
|
Severin Investments
St. Louis,
Missouri
|
$549K
|
+$547K
|
+1,051
|
New
|
|
|
1405
|
Avantax Planning Partners
Dubuque,
Iowa
|
$549K
|
+$46.4K
|
+89
|
+9%
|
|
|
1406
|
Evercore Wealth Management
New York
|
$548K
|
–
|
–
|
–
|
|
|
1407
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$548K
|
–
|
–
|
–
|
|
|
1408
|
Koshinski Asset Management
Decatur,
Illinois
|
$546K
|
+$1.99M
|
+3,816
|
+90%
|
|
|
1409
|
Accredited Investors
Edina,
Minnesota
|
$543K
|
+$9.9K
|
+19
|
+2%
|
|
|
1410
|
Journey Strategic Wealth
Summit,
New Jersey
|
$542K
|
+$9.9K
|
+19
|
+2%
|
|
|
1411
|
TrueWealth Advisors
Birmingham,
Alabama
|
$541K
|
+$115K
|
+221
|
+27%
|
|
|
1412
|
Verus Capital Partners
Scottsdale,
Arizona
|
$539K
|
+$19.8K
|
+38
|
+4%
|
|
|
1413
|
Callan Capital
La Jolla,
California
|
$538K
|
-$5.73K
|
-11
|
-1%
|
|
|
1414
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$537K
|
–
|
–
|
–
|
|
|
1415
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$537K
|
+$536K
|
+1,029
|
New
|
|
|
1416
|
Jackson Wealth Management
Lake Mary,
Florida
|
$536K
|
+$169K
|
+325
|
+46%
|
|
|
1417
|
Sonora Investment Management Group
Tucson,
Arizona
|
$535K
|
+$44.3K
|
+85
|
+9%
|
|
|
1418
|
|
$535K
|
–
|
–
|
–
|
|
|
1419
|
MRA Advisory Group
Parsippany,
New Jersey
|
$531K
|
+$30.7K
|
+59
|
+6%
|
|
|
1420
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$530K
|
+$529K
|
+1,016
|
New
|
|
|
1421
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$530K
|
-$17.7K
|
-34
|
-3%
|
|
|
1422
|
Private Trust Company
Cleveland,
Ohio
|
$529K
|
+$29.2K
|
+56
|
+6%
|
|
|
1423
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$527K
|
–
|
–
|
–
|
|
|
1424
|
|
$527K
|
+$248K
|
+477
|
+90%
|
|
|
1425
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$526K
|
+$6.77K
|
+13
|
+1%
|
|
