|
1326
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$204K
|
+$182K
|
+78
|
New
|
|
|
1327
|
Summa Corp
Tomball,
Texas
|
$204K
|
+$182K
|
+78
|
New
|
|
|
1328
|
CTC (Chicago Trading Company)
Chicago,
Illinois
|
$201K
|
-$1.86M
|
-796
|
-91%
|
|
|
1329
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$201K
|
–
|
–
|
–
|
|
|
1330
|
Cardiff Park Advisors
Carlsbad,
California
|
$201K
|
+$180K
|
+77
|
New
|
|
|
1331
|
SageView Advisory Group
Newport Beach,
California
|
$200K
|
+$199K
|
+85
|
New
|
|
|
1332
|
Ancora Advisors
Cleveland,
Ohio
|
$199K
|
+$35K
|
+15
|
+25%
|
|
|
1333
|
CVA Family Office
Denver,
Colorado
|
$193K
|
+$7.01K
|
+3
|
+4%
|
|
|
1334
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$193K
|
+$58.4K
|
+25
|
+51%
|
|
|
1335
|
Evelyn Partners Investment Management
London,
|
$191K
|
-$385K
|
-165
|
-69%
|
|
|
1336
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$191K
|
–
|
–
|
–
|
|
|
1337
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$186K
|
-$65.4K
|
-28
|
-28%
|
|
|
1338
|
MV Capital Management
Bethesda,
Maryland
|
$186K
|
–
|
–
|
–
|
|
|
1339
|
Optimum Investment Advisors
Chicago,
Illinois
|
$183K
|
+$56K
|
+24
|
+52%
|
|
|
1340
|
Asset Dedication LLC
San Francisco,
California
|
$180K
|
–
|
–
|
–
|
|
|
1341
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$176K
|
+$4.67K
|
+2
|
+3%
|
|
|
1342
|
North Star Investment Management
Chicago,
Illinois
|
$175K
|
+$145K
|
+62
|
+1,240%
|
|
|
1343
|
TD Private Client Wealth
New York
|
$173K
|
–
|
–
|
–
|
|
|
1344
|
ORG Partners
Roanoke,
Indiana
|
$168K
|
+$35K
|
+15
|
+29%
|
|
|
1345
|
Aventura Private Wealth
Aventura,
Florida
|
$165K
|
-$14K
|
-6
|
-9%
|
|
|
1346
|
Hollencrest Capital Management
Newport Beach,
California
|
$165K
|
–
|
–
|
–
|
|
|
1347
|
Promus Capital
Chicago,
Illinois
|
$165K
|
–
|
–
|
–
|
|
|
1348
|
Barnes Dennig Private Wealth Management
Cincinnati,
Ohio
|
$165K
|
+$147K
|
+63
|
New
|
|
|
1349
|
Physician Wealth Advisors
Midvale,
Utah
|
$163K
|
-$28K
|
-12
|
-16%
|
|
|
1350
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$159K
|
+$77.1K
|
+33
|
+118%
|
|
