|
1101
|
POM Investment Strategies
Raleigh,
North Carolina
|
$205K
|
–
|
–
|
–
|
|
|
1102
|
CAAS Capital Management
New York
|
$205K
|
+$188K
|
+100
|
New
|
|
|
1103
|
J.W. Coons Advisors
Columbus,
Ohio
|
$205K
|
+$188K
|
+100
|
New
|
|
|
1104
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$205K
|
+$188K
|
+100
|
New
|
|
|
1105
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$205K
|
+$188K
|
+100
|
New
|
|
|
1106
|
New Harbor Financial Group
Worcester,
Massachusetts
|
$205K
|
+$188K
|
+100
|
New
|
|
|
1107
|
Parsons Capital Management
Providence,
Rhode Island
|
$205K
|
+$188K
|
+100
|
New
|
|
|
1108
|
Searle & Co
Greenwich,
Connecticut
|
$205K
|
+$188K
|
+100
|
New
|
|
|
1109
|
Alterna Wealth Management
Houston,
Texas
|
$203K
|
-$73.4K
|
-39
|
-28%
|
|
|
1110
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$203K
|
+$186K
|
+99
|
New
|
|
|
1111
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$203K
|
+$186K
|
+99
|
New
|
|
|
1112
|
Kestra Private Wealth Services
Austin,
Texas
|
$203K
|
+$186K
|
+99
|
New
|
|
|
1113
|
Blume Capital Management
Berkeley,
California
|
$201K
|
+$5.65K
|
+3
|
+3%
|
|
|
1114
|
Seven Mile Advisory
Ewing,
New Jersey
|
$201K
|
+$184K
|
+98
|
New
|
|
|
1115
|
Summitry LLC
Foster City,
California
|
$201K
|
+$184K
|
+98
|
New
|
|
|
1116
|
CRA Financial Services
Northfield,
New Jersey
|
$201K
|
+$184K
|
+98
|
New
|
|
|
1117
|
|
$189K
|
-$9.41K
|
-5
|
-5%
|
|
|
1118
|
|
$187K
|
+$84.7K
|
+45
|
+98%
|
|
|
1119
|
Asset Dedication LLC
San Francisco,
California
|
$185K
|
-$3.77K
|
-2
|
-2%
|
|
|
1120
|
Capstone Investment Advisors
New York
|
$185K
|
+$1.88K
|
+1
|
+1%
|
|
|
1121
|
Reston Wealth Management
Reston,
Virginia
|
$185K
|
+$169K
|
+90
|
New
|
|
|
1122
|
Blue Trust Inc
Alpharetta,
Georgia
|
$171K
|
-$173K
|
-92
|
-47%
|
|
|
1123
|
Vestor Capital
Chicago,
Illinois
|
$164K
|
-$15.1K
|
-8
|
-9%
|
|
|
1124
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$162K
|
+$149K
|
+79
|
New
|
|
|
1125
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$150K
|
+$132K
|
+70
|
+2,333%
|
|
