|
2676
|
Sonoma Allocations
Santa Rosa,
California
|
$1.01M
|
-$60.8K
|
-566
|
-6%
|
|
|
2677
|
Builder Investment Group
Atlanta,
Georgia
|
$1.01M
|
-$107
|
-1
|
-0%
|
|
|
2678
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$1.01M
|
-$42.7K
|
-398
|
-4%
|
|
|
2679
|
William John Sempolinski
Easton,
Massachusetts
|
$1.01M
|
+$970K
|
+9,036
|
New
|
|
|
2680
|
Prairie Wealth Advisors
Omaha,
Nebraska
|
$1.01M
|
-$984K
|
-9,168
|
Closed
|
|
|
2681
|
Monetta Financial Services
Wheaton,
Illinois
|
$1M
|
-$644K
|
-6,000
|
-40%
|
|
|
2682
|
Quantessence Capital
New York
|
$1M
|
+$966K
|
+9,000
|
New
|
|
|
2683
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$1M
|
+$87.8K
|
+818
|
+10%
|
|
|
2684
|
Adkins Seale Capital Management
Shreveport,
Louisiana
|
$1M
|
+$964K
|
+8,980
|
New
|
|
|
2685
|
PeakShares LLC
Tampa,
Florida
|
$1,000K
|
+$963K
|
+8,972
|
New
|
|
|
2686
|
Penserra Capital Management
Orinda,
California
|
$999K
|
+$55.3K
|
+515
|
+6%
|
|
|
2687
|
GSA Capital Partners
London,
United Kingdom
|
$998K
|
-$888K
|
-8,268
|
-48%
|
|
|
2688
|
CapWealth Advisors
Franklin,
Tennessee
|
$998K
|
-$6.44K
|
-60
|
-0.7%
|
|
|
2689
|
Trinity Financial Advisors
Columbus,
Ohio
|
$997K
|
+$1.07K
|
+10
|
+0.1%
|
|
|
2690
|
BXM Wealth
Englewood,
Colorado
|
$996K
|
+$8.28M
|
+77,153
|
+755%
|
|
|
2691
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$996K
|
+$249K
|
+2,323
|
+35%
|
|
|
2692
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$994K
|
-$44.8K
|
-417
|
-4%
|
|
|
2693
|
Private Advisory Group
Redmond,
Washington
|
$991K
|
+$477K
|
+4,444
|
+100%
|
|
|
2694
|
Empire Financial Management Company
New York
|
$991K
|
–
|
–
|
–
|
|
|
2695
|
OneAscent Family Office
Birmingham,
Alabama
|
$991K
|
+$84.3K
|
+785
|
+10%
|
|
|
2696
|
Southern Capital Advisors
Jackson,
Tennessee
|
$990K
|
-$1.07K
|
-10
|
-0.1%
|
|
|
2697
|
Larry Mathis Financial Planning
Phoenix,
Arizona
|
$989K
|
+$953K
|
+8,878
|
New
|
|
|
2698
|
Sara-Bay Financial
Sarasota,
Florida
|
$989K
|
-$115K
|
-1,070
|
-11%
|
|
|
2699
|
Essential Planning
Portsmouth,
New Hampshire
|
$986K
|
–
|
–
|
–
|
|
|
2700
|
Capital Financial Group
Greenwood Village,
Colorado
|
$981K
|
+$946K
|
+8,806
|
New
|
|
