|
1201
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$221K
|
–
|
–
|
–
|
|
|
1202
|
Worthington Financial Partners
Worthington,
Ohio
|
$220K
|
+$212K
|
+2,993
|
New
|
|
|
1203
|
Decision Investments
San Diego,
California
|
$219K
|
+$211K
|
+2,982
|
New
|
|
|
1204
|
Advocate Group
Minnetonka,
Minnesota
|
$219K
|
+$211K
|
+2,981
|
New
|
|
|
1205
|
PDS Planning
Dublin,
Ohio
|
$219K
|
+$211K
|
+2,977
|
New
|
|
|
1206
|
PCM Encore
Aspen,
Colorado
|
$219K
|
+$211K
|
+2,976
|
New
|
|
|
1207
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$218K
|
-$9.63K
|
-136
|
-4%
|
|
|
1208
|
Lazard Asset Management
New York
|
$218K
|
-$16.5K
|
-233
|
-7%
|
|
|
1209
|
Dover Advisors
Richmond,
Virginia
|
$218K
|
–
|
–
|
–
|
|
|
1210
|
International Private Wealth Advisors
San Diego,
California
|
$218K
|
+$4.89K
|
+69
|
+2%
|
|
|
1211
|
Cercano Management
Bellevue,
Washington
|
$217K
|
–
|
–
|
–
|
|
|
1212
|
LongView Wealth Management
Atlanta,
Georgia
|
$217K
|
+$212K
|
+2,991
|
New
|
|
|
1213
|
Sunbeam Capital Management
Atlanta,
Georgia
|
$217K
|
+$496
|
+7
|
+0.2%
|
|
|
1214
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$217K
|
-$227K
|
-3,197
|
-52%
|
|
|
1215
|
Guardian Partners
Toronto,
Canada
|
$216K
|
-$567K
|
-8,000
|
-75%
|
|
|
1216
|
GDS Wealth Management
Flower Mound,
Texas
|
$215K
|
+$6.38K
|
+90
|
+3%
|
|
|
1217
|
First American Trust
Santa Ana,
California
|
$214K
|
+$425
|
+6
|
+0.2%
|
|
|
1218
|
Midland Wealth Advisors
Effingham,
Illinois
|
$214K
|
-$9.49K
|
-134
|
-4%
|
|
|
1219
|
Equitable Trust
Nashville,
Tennessee
|
$213K
|
+$7.86K
|
+111
|
+4%
|
|
|
1220
|
|
$212K
|
+$2.34K
|
+33
|
+1%
|
|
|
1221
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$211K
|
–
|
–
|
–
|
|
|
1222
|
Chapin Davis
Baltimore,
Maryland
|
$211K
|
-$124K
|
-1,750
|
-38%
|
|
|
1223
|
Oath Planning
Tulsa,
Oklahoma
|
$211K
|
+$203K
|
+2,867
|
New
|
|
|
1224
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$211K
|
–
|
–
|
–
|
|
|
1225
|
Cardiff Park Advisors
Carlsbad,
California
|
$210K
|
-$103K
|
-1,447
|
-34%
|
|
