|
1601
|
Weatherly Asset Management
Del Mar,
California
|
$544K
|
+$12.7K
|
+42
|
+2%
|
|
|
1602
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$543K
|
–
|
–
|
–
|
|
|
1603
|
Charles Schwab Trust
Henderson,
Nevada
|
$543K
|
+$613K
|
+2,030
|
New
|
|
|
1604
|
Sonata Capital Group
Seattle,
Washington
|
$540K
|
-$113K
|
-374
|
-16%
|
|
|
1605
|
Sunflower Bank
Dallas,
Texas
|
$540K
|
-$41K
|
-136
|
-6%
|
|
|
1606
|
Credit Agricole
Montrouge Cedex,
France
|
$540K
|
+$438K
|
+1,450
|
+231%
|
|
|
1607
|
LWM Advisory Services
Plantation,
Florida
|
$539K
|
-$50.4K
|
-167
|
-8%
|
|
|
1608
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$539K
|
-$21.7K
|
-72
|
-3%
|
|
|
1609
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$539K
|
–
|
–
|
–
|
|
|
1610
|
Cannell & Spears
New York
|
$537K
|
–
|
–
|
–
|
|
|
1611
|
Park National Corp
Newark,
Ohio
|
$537K
|
+$19.9K
|
+66
|
+3%
|
|
|
1612
|
CastleArk Alternatives
Chicago,
Illinois
|
$535K
|
–
|
–
|
–
|
|
|
1613
|
Tompkins Financial
Ithaca,
New York
|
$535K
|
–
|
–
|
–
|
|
|
1614
|
Secure Asset Management
Troy,
Michigan
|
$534K
|
-$3.66M
|
-12,123
|
-86%
|
|
|
1615
|
Chesley Taft & Associates
Chicago,
Illinois
|
$532K
|
+$22.9K
|
+76
|
+4%
|
|
|
1616
|
Wealthstream Advisors
New York
|
$531K
|
–
|
–
|
–
|
|
|
1617
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$529K
|
+$597K
|
+1,978
|
New
|
|
|
1618
|
Ranch Capital Advisors
Sarasota,
Florida
|
$526K
|
+$145K
|
+482
|
+32%
|
|
|
1619
|
Pursue Wealth Partners
Clayton,
California
|
$525K
|
–
|
–
|
–
|
|
|
1620
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$524K
|
+$8.45K
|
+28
|
+1%
|
|
|
1621
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$523K
|
–
|
–
|
–
|
|
|
1622
|
KLK Capital Management
Los Angeles,
California
|
$522K
|
+$590K
|
+1,954
|
New
|
|
|
1623
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$519K
|
–
|
–
|
–
|
|
|
1624
|
PAX Financial Group
San Antonio,
Texas
|
$518K
|
–
|
–
|
–
|
|
|
1625
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$518K
|
+$57.9K
|
+192
|
+11%
|
|
