|
601
|
Private Ocean
San Rafael,
California
|
$130K
|
–
|
–
|
–
|
|
|
602
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$128K
|
–
|
–
|
–
|
|
|
603
|
Moser Wealth Advisors
Bellevue,
Washington
|
$127K
|
+$8.1K
|
+100
|
+7%
|
|
|
604
|
High Net Worth Advisory Group
Naples,
Florida
|
$127K
|
+$2.43K
|
+30
|
+2%
|
|
|
605
|
BigSur Wealth Management
Miami,
Florida
|
$125K
|
–
|
–
|
–
|
|
|
606
|
Colonial Trust
Spartanburg,
South Carolina
|
$125K
|
+$121K
|
+1,500
|
New
|
|
|
607
|
Harbour Investments
Madison,
Wisconsin
|
$120K
|
-$25.9K
|
-320
|
-18%
|
|
|
608
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$115K
|
-$7.69K
|
-95
|
-6%
|
|
|
609
|
Wolff Wiese Magana
Carslbad,
California
|
$107K
|
–
|
–
|
–
|
|
|
610
|
Huntington National Bank
Columbus,
Ohio
|
$106K
|
–
|
–
|
–
|
|
|
611
|
Bourgeon Capital Management
Darien,
Connecticut
|
$105K
|
+$102K
|
+1,260
|
New
|
|
|
612
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$101K
|
-$194K
|
-2,392
|
-66%
|
|
|
613
|
M&R Capital Management
Summit,
New Jersey
|
$99.6K
|
–
|
–
|
–
|
|
|
614
|
Family Management
New York
|
$95.5K
|
+$93.1K
|
+1,150
|
New
|
|
|
615
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$95K
|
–
|
–
|
–
|
|
|
616
|
Caldwell Trust
Venice,
Florida
|
$93K
|
-$12.1K
|
-150
|
-12%
|
|
|
617
|
SignatureFD
Atlanta,
Georgia
|
$93K
|
–
|
–
|
–
|
|
|
618
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$90.1K
|
+$61.5K
|
+760
|
+233%
|
|
|
619
|
Annapolis Financial Services
Annapolis,
Maryland
|
$89.5K
|
-$25.3K
|
-313
|
-23%
|
|
|
620
|
Westside Investment Management
Santa Monica,
California
|
$82.1K
|
+$91.5K
|
+1,130
|
+18%
|
|
|
621
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$81.1K
|
+$79.2K
|
+978
|
New
|
|
|
622
|
Activest Wealth Management
Aventure,
Florida
|
$80.7K
|
-$50.5K
|
-624
|
-39%
|
|
|
623
|
SouthState Corp
Winter Haven,
Florida
|
$78.9K
|
-$36.4K
|
-449
|
-32%
|
|
|
624
|
Addison Advisors
Middlebury,
Vermont
|
$76.2K
|
-$15.3K
|
-189
|
-17%
|
|
|
625
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$76K
|
–
|
–
|
–
|
|
