|
1201
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$350K
|
–
|
–
|
–
|
|
|
1202
|
TFB Advisors
Overland Park,
Kansas
|
$349K
|
+$329K
|
+3,129
|
New
|
|
|
1203
|
Private Capital Management (Florida)
Naples,
Florida
|
$349K
|
+$54.4K
|
+518
|
+20%
|
|
|
1204
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$349K
|
–
|
–
|
–
|
|
|
1205
|
Madrona Financial Services
Everett,
Washington
|
$349K
|
+$17.3K
|
+165
|
+6%
|
|
|
1206
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$348K
|
+$328K
|
+3,119
|
New
|
|
|
1207
|
Zacks Investment Management
Chicago,
Illinois
|
$348K
|
+$327K
|
+3,115
|
New
|
|
|
1208
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$347K
|
+$1.05K
|
+10
|
+0.3%
|
|
|
1209
|
CX Institutional
Auburn,
Indiana
|
$346K
|
-$946
|
-9
|
-0.3%
|
|
|
1210
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$346K
|
-$44.1K
|
-420
|
-12%
|
|
|
1211
|
FWG Holdings
Winter Park,
Florida
|
$345K
|
-$899K
|
-8,559
|
-74%
|
|
|
1212
|
Redwood Investment Management
Scottsdale,
Arizona
|
$344K
|
-$38.1K
|
-363
|
-11%
|
|
|
1213
|
Monterey Private Wealth
Monterey,
California
|
$344K
|
-$104K
|
-991
|
-24%
|
|
|
1214
|
Rainsberger Wealth Advisors
Colorado Springs,
Colorado
|
$343K
|
+$2.31K
|
+22
|
+0.7%
|
|
|
1215
|
M. Kulyk & Associates
Decatur,
Georgia
|
$343K
|
–
|
–
|
–
|
|
|
1216
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$341K
|
–
|
–
|
–
|
|
|
1217
|
TCI Wealth Advisors
Tucson,
Arizona
|
$341K
|
-$9.56K
|
-91
|
-3%
|
|
|
1218
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$340K
|
+$320K
|
+3,044
|
New
|
|
|
1219
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$339K
|
-$15.2K
|
-145
|
-5%
|
|
|
1220
|
Ingalls & Snyder LLC
New York
|
$339K
|
–
|
–
|
–
|
|
|
1221
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$339K
|
+$525
|
+5
|
+0.2%
|
|
|
1222
|
Chapin Davis
Baltimore,
Maryland
|
$338K
|
+$210
|
+2
|
+0.1%
|
|
|
1223
|
GM Advisory Group
Melville,
New York
|
$338K
|
–
|
–
|
–
|
|
|
1224
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$338K
|
-$87.5K
|
-833
|
-22%
|
|
|
1225
|
Vista Capital Partners
Portland,
Oregon
|
$338K
|
–
|
–
|
–
|
|
