|
2801
|
Concentrum Wealth Management
San Jose,
California
|
$370K
|
+$18.3K
|
+150
|
+5%
|
|
|
2802
|
Capital Advantage
Walnut Creek,
California
|
$369K
|
-$1.22K
|
-10
|
-0.3%
|
|
|
2803
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$369K
|
–
|
–
|
–
|
|
|
2804
|
Welch & Forbes
Boston,
Massachusetts
|
$369K
|
–
|
–
|
–
|
|
|
2805
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$367K
|
-$292K
|
-2,390
|
-44%
|
|
|
2806
|
Wallington Asset Management
Indianapolis,
Indiana
|
$366K
|
-$13.4K
|
-110
|
-3%
|
|
|
2807
|
West Paces Advisors
Atlanta,
Georgia
|
$366K
|
-$3.66K
|
-30
|
-1%
|
|
|
2808
|
Wellington Shields Capital Management
New York
|
$366K
|
–
|
–
|
–
|
|
|
2809
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$365K
|
+$6.1K
|
+50
|
+2%
|
|
|
2810
|
American National Bank & Trust
Wichita Falls,
Texas
|
$364K
|
-$83K
|
-680
|
-18%
|
|
|
2811
|
Red Lighthouse Investment Management
New York
|
$364K
|
+$1.22K
|
+10
|
+0.3%
|
|
|
2812
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$363K
|
–
|
–
|
–
|
|
|
2813
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$363K
|
–
|
–
|
–
|
|
|
2814
|
Everest Management Corp
Cupertino,
California
|
$363K
|
+$3.66K
|
+30
|
+1%
|
|
|
2815
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$363K
|
+$69.6K
|
+570
|
+23%
|
|
|
2816
|
|
$363K
|
+$59.8K
|
+490
|
+19%
|
|
|
2817
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$362K
|
+$63.5K
|
+520
|
+21%
|
|
|
2818
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$361K
|
-$18.3K
|
-150
|
-5%
|
|
|
2819
|
Zevin Asset Management
Boston,
Massachusetts
|
$360K
|
–
|
–
|
–
|
|
|
2820
|
Kondo Wealth Advisors
Pasadena,
California
|
$360K
|
-$11K
|
-90
|
-3%
|
|
|
2821
|
First Western Trust Bank
Denver,
Colorado
|
$360K
|
-$9.76K
|
-80
|
-3%
|
|
|
2822
|
CSS LLC
Chicago,
Illinois
|
$360K
|
–
|
–
|
–
|
|
|
2823
|
Griffin Asset Management
New York
|
$360K
|
–
|
–
|
–
|
|
|
2824
|
McRae Capital Management
Morristown,
New Jersey
|
$360K
|
–
|
–
|
–
|
|
|
2825
|
Willner & Heller
Encino,
California
|
$360K
|
+$366K
|
+3,000
|
New
|
|
