|
1101
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$115K
|
+$3.76K
|
+640
|
+3%
|
|
|
1102
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$111K
|
+$38.8K
|
+6,600
|
+52%
|
|
|
1103
|
Jupiter Investment Management
London,
United Kingdom
|
$106K
|
-$242M
|
-41,128,160
|
-100%
|
|
|
1104
|
Global Retirement Partners
San Rafael,
California
|
$104K
|
-$3.06K
|
-520
|
-3%
|
|
|
1105
|
Tradewinds Capital Management
Bellingham,
Washington
|
$102K
|
-$47K
|
-8,000
|
-31%
|
|
|
1106
|
Pathstone Family Office
Englewood,
New Jersey
|
$102K
|
+$103K
|
+17,600
|
New
|
|
|
1107
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$100K
|
+$61.8K
|
+10,520
|
+146%
|
|
|
1108
|
Ashburton (Jersey)
St Helier,
Jersey
|
$97K
|
–
|
–
|
–
|
|
|
1109
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$97K
|
+$44.2K
|
+7,520
|
+82%
|
|
|
1110
|
Country Trust Bank
Bloomington,
Illinois
|
$96K
|
-$41.4K
|
-7,040
|
-30%
|
|
|
1111
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$96K
|
+$26.6K
|
+4,520
|
+38%
|
|
|
1112
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$95K
|
+$1.18K
|
+200
|
+1%
|
|
|
1113
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$95K
|
+$96.6K
|
+16,440
|
New
|
|
|
1114
|
Advisors Preferred
Rockville,
Maryland
|
$93K
|
+$94.5K
|
+16,080
|
New
|
|
|
1115
|
|
$91K
|
+$17.6K
|
+3,000
|
+24%
|
|
|
1116
|
Baystate Wealth Management
Boston,
Massachusetts
|
$91K
|
+$55.5K
|
+9,440
|
+139%
|
|
|
1117
|
Arax Advisory Partners
Denver,
Colorado
|
$90K
|
+$28.4K
|
+4,840
|
+45%
|
|
|
1118
|
West Oak Capital
Westlake Village,
California
|
$89.2K
|
–
|
–
|
–
|
|
|
1119
|
Oakworth Capital
Birmingham,
Alabama
|
$85K
|
+$7.99K
|
+1,360
|
+10%
|
|
|
1120
|
JOYN Advisors
Atlanta,
Georgia
|
$83K
|
+$84.4K
|
+14,360
|
New
|
|
|
1121
|
Duncker Streett & Co
St. Louis,
Missouri
|
$81K
|
-$23.5K
|
-4,000
|
-22%
|
|
|
1122
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$81K
|
–
|
–
|
–
|
|
|
1123
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$76K
|
–
|
–
|
–
|
|
|
1124
|
Intellectus Partners
San Francisco,
California
|
$75K
|
-$587K
|
-100,000
|
-88%
|
|
|
1125
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$72K
|
+$3.52K
|
+600
|
+5%
|
|
