|
901
|
Landaas & Company
Milwaukee,
Wisconsin
|
$211K
|
+$218K
|
+7,272
|
New
|
|
|
902
|
Salomon & Ludwin
Richmond,
Virginia
|
$210K
|
–
|
–
|
–
|
|
|
903
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$209K
|
+$16.2K
|
+540
|
+7%
|
|
|
904
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$208K
|
–
|
–
|
–
|
|
|
905
|
West Oak Capital
Westlake Village,
California
|
$208K
|
–
|
–
|
–
|
|
|
906
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$208K
|
+$239K
|
+7,986
|
New
|
|
|
907
|
Clear Creek Financial Management
Silverdale,
Washington
|
$207K
|
+$8.63K
|
+288
|
+4%
|
|
|
908
|
Washington Trust
Westerly,
Rhode Island
|
$207K
|
+$238K
|
+7,932
|
New
|
|
|
909
|
Telos Capital Management
San Diego,
California
|
$205K
|
-$7.91K
|
-264
|
-3%
|
|
|
910
|
Moors & Cabot
Boston,
Massachusetts
|
$203K
|
-$197K
|
-6,576
|
-46%
|
|
|
911
|
Matrix Asset Advisors
White Plains,
New York
|
$203K
|
-$3.59K
|
-120
|
-2%
|
|
|
912
|
Lyell Wealth Management
Menlo Park,
California
|
$203K
|
–
|
–
|
–
|
|
|
913
|
Madison Wealth Management
Cincinnati,
Ohio
|
$203K
|
–
|
–
|
–
|
|
|
914
|
Montecito Bank & Trust
Santa Barbara,
California
|
$203K
|
+$33.6K
|
+1,122
|
+17%
|
|
|
915
|
CFO4Life Group
Coppell,
Texas
|
$202K
|
–
|
–
|
–
|
|
|
916
|
TrinityPoint Wealth
Milford,
Connecticut
|
$202K
|
+$3.59K
|
+120
|
+2%
|
|
|
917
|
Carret Asset Management
New York
|
$202K
|
+$232K
|
+7,740
|
New
|
|
|
918
|
Pillar Pacific Capital Management
Pacifica,
California
|
$201K
|
+$2.16K
|
+72
|
+0.9%
|
|
|
919
|
Iconiq Capital
San Francisco,
California
|
$201K
|
+$13.1K
|
+438
|
+6%
|
|
|
920
|
Charles Schwab Trust
Henderson,
Nevada
|
$200K
|
-$160K
|
-5,334
|
-41%
|
|
|
921
|
Filbrandt Wealth Management
Middleton,
Wisconsin
|
$195K
|
-$4.85K
|
-162
|
-2%
|
|
|
922
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$195K
|
+$16K
|
+534
|
+8%
|
|
|
923
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$192K
|
-$4.49K
|
-150
|
-2%
|
|
|
924
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$186K
|
-$14.6K
|
-486
|
-6%
|
|
|
925
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$185K
|
+$218K
|
+7,290
|
New
|
|
