|
1601
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$227K
|
-$11.7M
|
-258,791
|
-98%
|
|
|
1602
|
Cedar Hill Associates
Chicago,
Illinois
|
$227K
|
-$83.1K
|
-1,840
|
-27%
|
|
|
1603
|
Cabot Wealth Management
Salem,
Massachusetts
|
$227K
|
-$13.6K
|
-300
|
-6%
|
|
|
1604
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$227K
|
–
|
–
|
–
|
|
|
1605
|
Evermay Wealth Management
Arlington,
Virginia
|
$227K
|
–
|
–
|
–
|
|
|
1606
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$225K
|
+$28.4K
|
+629
|
+15%
|
|
|
1607
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
$224K
|
+$136
|
+3
|
+0.1%
|
|
|
1608
|
Occidental Asset Management
Burlingame,
California
|
$223K
|
+$25K
|
+553
|
+13%
|
|
|
1609
|
Oxbow Advisors
Austin,
Texas
|
$222K
|
-$1.84M
|
-40,613
|
-89%
|
|
|
1610
|
|
$222K
|
+$222K
|
+4,918
|
New
|
|
|
1611
|
Capital Planning Advisors
Roseville,
California
|
$221K
|
–
|
–
|
–
|
|
|
1612
|
One Capital Management
Westlake Village,
California
|
$221K
|
+$45
|
+1
|
+0%
|
|
|
1613
|
Becker Capital Management
Portland,
Oregon
|
$221K
|
+$220K
|
+4,872
|
New
|
|
|
1614
|
Braver Wealth Management
Needham,
Massachusetts
|
$220K
|
-$63.6K
|
-1,408
|
-22%
|
|
|
1615
|
SRH Advisors
Salina,
Kansas
|
$220K
|
–
|
–
|
–
|
|
|
1616
|
Vigilant Capital Management
Portland,
Maine
|
$220K
|
–
|
–
|
–
|
|
|
1617
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$220K
|
+$18.1K
|
+400
|
+9%
|
|
|
1618
|
Rotella Capital Management
Bellevue,
Washington
|
$220K
|
+$219K
|
+4,846
|
New
|
|
|
1619
|
West Coast Financial
Santa Barbara,
California
|
$220K
|
+$220K
|
+4,861
|
New
|
|
|
1620
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$219K
|
-$18.1K
|
-400
|
-8%
|
|
|
1621
|
Domani Wealth
Lancaster,
Pennsylvania
|
$218K
|
-$10.1K
|
-224
|
-4%
|
|
|
1622
|
|
$218K
|
–
|
–
|
–
|
|
|
1623
|
Capital Wealth Planning
Naples,
Florida
|
$217K
|
–
|
–
|
–
|
|
|
1624
|
WESPAC Advisors
Orinda,
California
|
$217K
|
+$217K
|
+4,795
|
New
|
|
|
1625
|
Abner Herrman & Brock
Jersey City,
New Jersey
|
$216K
|
+$3.16K
|
+70
|
+1%
|
|
