|
1601
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$50K
|
–
|
–
|
–
|
|
|
1602
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$50K
|
–
|
–
|
–
|
|
|
1603
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$49K
|
-$21.3K
|
-312
|
-30%
|
|
|
1604
|
CVA Family Office
Denver,
Colorado
|
$49K
|
–
|
–
|
–
|
|
|
1605
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$44K
|
–
|
–
|
–
|
|
|
1606
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$44K
|
–
|
–
|
–
|
|
|
1607
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$44K
|
+$44.2K
|
+648
|
New
|
|
|
1608
|
Worth Asset Management
Dallas,
Texas
|
$42K
|
+$50.5K
|
+740
|
New
|
|
|
1609
|
Vigilant Capital Management
Portland,
Maine
|
$41K
|
-$382K
|
-5,596
|
-90%
|
|
|
1610
|
Tanaka Capital Management
New York
|
$41K
|
–
|
–
|
–
|
|
|
1611
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$38K
|
-$9.83K
|
-144
|
-21%
|
|
|
1612
|
Byrne Asset Management
Kingston,
New Jersey
|
$37K
|
–
|
–
|
–
|
|
|
1613
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$37K
|
–
|
–
|
–
|
|
|
1614
|
Enterprise Trust & Investment
Los Gatos,
California
|
$35K
|
–
|
–
|
–
|
|
|
1615
|
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
|
$35K
|
+$34.1K
|
+500
|
New
|
|
|
1616
|
AssetMark Inc
Concord,
California
|
$34K
|
-$130K
|
-1,900
|
-80%
|
|
|
1617
|
Abound Wealth Management
Franklin,
Tennessee
|
$33.7K
|
-$24.6K
|
-360
|
-42%
|
|
|
1618
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$30K
|
–
|
–
|
–
|
|
|
1619
|
Annapolis Financial Services
Annapolis,
Maryland
|
$29K
|
–
|
–
|
–
|
|
|
1620
|
TFC Financial Management
Boston,
Massachusetts
|
$28K
|
–
|
–
|
–
|
|
|
1621
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$28K
|
–
|
–
|
–
|
|
|
1622
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$28K
|
–
|
–
|
–
|
|
|
1623
|
Lenox Wealth Advisors
New York
|
$28K
|
+$15K
|
+220
|
+112%
|
|
|
1624
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$26K
|
–
|
–
|
–
|
|
|
1625
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$26K
|
+$25.1K
|
+368
|
New
|
|
