|
1151
|
Sonoma Allocations
Santa Rosa,
California
|
$475K
|
+$26.8K
|
+337
|
+6%
|
|
|
1152
|
Wilson & Boucher Capital Management
Moraga,
California
|
$473K
|
–
|
–
|
–
|
|
|
1153
|
Targeted Financial Services
Seminole,
Florida
|
$471K
|
+$467K
|
+5,877
|
New
|
|
|
1154
|
Vontobel Holding
Zurich,
Switzerland
|
$471K
|
+$208K
|
+2,612
|
+80%
|
|
|
1155
|
May Barnhard Investments
Bethesda,
Maryland
|
$471K
|
+$207K
|
+2,608
|
+80%
|
|
|
1156
|
Financial Life Planners
Tempe,
Arizona
|
$470K
|
+$1.35K
|
+17
|
+0.3%
|
|
|
1157
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$470K
|
-$7.55K
|
-95
|
-2%
|
|
|
1158
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$469K
|
-$46K
|
-579
|
-9%
|
|
|
1159
|
Fisher Asset Management
Camas,
Washington
|
$456K
|
-$192K
|
-2,416
|
-30%
|
|
|
1160
|
Moody National Bank Trust Division
Galveston,
Texas
|
$451K
|
–
|
–
|
–
|
|
|
1161
|
CWA Asset Management Group
Naples,
Florida
|
$450K
|
+$43K
|
+541
|
+11%
|
|
|
1162
|
HB Wealth Management
Atlanta,
Georgia
|
$449K
|
+$1.67K
|
+21
|
+0.4%
|
|
|
1163
|
TPG Financial Advisors
Portland,
Oregon
|
$447K
|
–
|
–
|
–
|
|
|
1164
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$447K
|
+$6.2K
|
+78
|
+1%
|
|
|
1165
|
Bright Futures Wealth Management
Webster, Ny 14580,
New York
|
$447K
|
-$10.3K
|
-129
|
-2%
|
|
|
1166
|
Colonial River Investments
Midlothian,
Virginia
|
$446K
|
-$125K
|
-1,576
|
-22%
|
|
|
1167
|
Westside Investment Management
Santa Monica,
California
|
$445K
|
+$6.36K
|
+80
|
+1%
|
|
|
1168
|
Macroview Investment Management
Bethesda,
Maryland
|
$433K
|
-$875
|
-11
|
-0.2%
|
|
|
1169
|
Ancora Advisors
Cleveland,
Ohio
|
$428K
|
+$425K
|
+5,338
|
New
|
|
|
1170
|
Essex Savings Bank
Essex,
Connecticut
|
$428K
|
+$24.4K
|
+307
|
+6%
|
|
|
1171
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$428K
|
+$223K
|
+2,799
|
+3%
|
|
|
1172
|
Approach Retirement Advisors
Vestavia,
Alabama
|
$426K
|
+$422K
|
+5,305
|
New
|
|
|
1173
|
DGS Capital Management
Jersey City,
New Jersey
|
$424K
|
+$136K
|
+1,706
|
+48%
|
|
|
1174
|
Arrowroot Family Office
Marina Del Rey,
California
|
$423K
|
-$11.3K
|
-142
|
-3%
|
|
|
1175
|
Patten Group
Chattanooga,
Tennessee
|
$422K
|
-$16K
|
-201
|
-4%
|
|
