|
1501
|
Fortis Capital Management
Bellevue,
Washington
|
$200K
|
-$47K
|
-513
|
-19%
|
|
|
1502
|
Panoramic Investment Advisors
Denver,
Colorado
|
$200K
|
+$207K
|
+2,257
|
New
|
|
|
1503
|
Ballast Advisors
Woodbury,
Minnesota
|
$200K
|
-$7.79K
|
-85
|
-4%
|
|
|
1504
|
Fountainhead AM
Warren,
New Jersey
|
$198K
|
+$458
|
+5
|
+0.2%
|
|
|
1505
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$196K
|
-$6.69K
|
-73
|
-3%
|
|
|
1506
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$195K
|
–
|
–
|
–
|
|
|
1507
|
Hilltop National Bank
Casper,
Wyoming
|
$192K
|
-$1.74K
|
-19
|
-0.9%
|
|
|
1508
|
GW&K Investment Management
Boston,
Massachusetts
|
$188K
|
–
|
–
|
–
|
|
|
1509
|
SouthState Corp
Winter Haven,
Florida
|
$184K
|
-$971K
|
-10,591
|
-84%
|
|
|
1510
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$184K
|
+$32.7K
|
+357
|
+21%
|
|
|
1511
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$180K
|
+$13.8K
|
+150
|
+8%
|
|
|
1512
|
Hollencrest Capital Management
Newport Beach,
California
|
$179K
|
+$112K
|
+1,217
|
+151%
|
|
|
1513
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$178K
|
+$183K
|
+2,000
|
+28,571%
|
|
|
1514
|
Center for Financial Planning
Southfied,
Michigan
|
$178K
|
-$44K
|
-480
|
-19%
|
|
|
1515
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$174K
|
–
|
–
|
–
|
|
|
1516
|
Twin Tree Management
Dallas,
Texas
|
$173K
|
+$179K
|
+1,955
|
New
|
|
|
1517
|
Global Assets Advisory
Orlando,
Florida
|
$163K
|
+$103K
|
+1,125
|
New
|
|
|
1518
|
Asset Dedication LLC
San Francisco,
California
|
$163K
|
+$17.7K
|
+193
|
+12%
|
|
|
1519
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$159K
|
–
|
–
|
–
|
|
|
1520
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$152K
|
-$6.14K
|
-67
|
-4%
|
|
|
1521
|
MidFirst Bank
Oklahoma City,
Oklahoma
|
$151K
|
–
|
–
|
–
|
|
|
1522
|
Valued Wealth Advisors
Holladay,
Utah
|
$150K
|
+$9.54K
|
+104
|
+7%
|
|
|
1523
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$148K
|
–
|
–
|
–
|
|
|
1524
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$146K
|
+$551M
|
+6,010,564
|
+8,502%
|
|
|
1525
|
EFG International
Zurich,
|
$145K
|
–
|
–
|
–
|
|
