|
1201
|
Caldwell Trust
Venice,
Florida
|
$523K
|
–
|
–
|
–
|
|
|
1202
|
My Personal CFO LLC
Vancouver,
Washington
|
$522K
|
–
|
–
|
–
|
|
|
1203
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$517K
|
–
|
–
|
–
|
|
|
1204
|
Bank of Marin
Novato,
California
|
$515K
|
-$92.8K
|
-1,008
|
-15%
|
|
|
1205
|
Founders Financial Securities
Towson,
Maryland
|
$514K
|
-$168K
|
-1,824
|
-25%
|
|
|
1206
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$513K
|
-$8.84K
|
-96
|
-2%
|
|
|
1207
|
Atala Financial
Calabasas,
California
|
$510K
|
+$11K
|
+120
|
+2%
|
|
|
1208
|
Oppenheimer Asset Management
New York
|
$510K
|
-$5.89K
|
-64
|
-1%
|
|
|
1209
|
TCI Wealth Advisors
Tucson,
Arizona
|
$508K
|
-$11K
|
-120
|
-2%
|
|
|
1210
|
Accel Wealth Management
Waverly,
Iowa
|
$503K
|
+$23.6K
|
+256
|
+5%
|
|
|
1211
|
|
$503K
|
–
|
–
|
–
|
|
|
1212
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$502K
|
-$33.1K
|
-360
|
-6%
|
|
|
1213
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$500K
|
-$42.7K
|
-464
|
-7%
|
|
|
1214
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$498K
|
+$1.7M
|
+18,440
|
+108%
|
|
|
1215
|
Westside Investment Management
Santa Monica,
California
|
$498K
|
-$14.7K
|
-160
|
-3%
|
|
|
1216
|
Townsend & Associates
Westminster,
Colorado
|
$497K
|
+$3.11M
|
+33,776
|
+700%
|
|
|
1217
|
Boreal Capital Management
Miami,
Florida
|
$497K
|
–
|
–
|
–
|
|
|
1218
|
Piedmont Capital Management (North Carolina)
Greensboro,
North Carolina
|
$497K
|
–
|
–
|
–
|
|
|
1219
|
Alpine Woods Capital Investors
Purchase,
New York
|
$495K
|
-$214K
|
-2,320
|
-29%
|
|
|
1220
|
CGN Advisors
Manhattan,
Kansas
|
$494K
|
+$81.8K
|
+888
|
+19%
|
|
|
1221
|
Advisornet Financial
Minnetonka,
Minnesota
|
$494K
|
+$23.6K
|
+256
|
+5%
|
|
|
1222
|
Golden Road Advisors
Tampa,
Florida
|
$494K
|
+$30.9K
|
+336
|
+6%
|
|
|
1223
|
InTrack Investment Management
South Burlington,
Vermont
|
$493K
|
–
|
–
|
–
|
|
|
1224
|
|
$491K
|
-$33.1K
|
-360
|
-6%
|
|
|
1225
|
Sankala Group
Lyons,
Colorado
|
$490K
|
+$6.63K
|
+72
|
+1%
|
|
