|
1301
|
Golden Reserve Retirement
Dublin,
Ohio
|
$378K
|
+$380K
|
+7,583
|
New
|
|
|
1302
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$378K
|
-$48.3K
|
-963
|
-11%
|
|
|
1303
|
LifeSteps Financial
Claremont,
California
|
$377K
|
–
|
–
|
–
|
|
|
1304
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$376K
|
-$18.1K
|
-360
|
-5%
|
|
|
1305
|
Panoramic Investment Advisors
Denver,
Colorado
|
$376K
|
+$35.3K
|
+704
|
+10%
|
|
|
1306
|
High Falls Advisors
Rochester,
New York
|
$376K
|
-$4.21K
|
-84
|
-1%
|
|
|
1307
|
First United Bank & Trust
Oakland,
Maryland
|
$375K
|
+$5.27K
|
+105
|
+1%
|
|
|
1308
|
BIP Wealth
Atlanta,
Georgia
|
$373K
|
+$11.2K
|
+224
|
+3%
|
|
|
1309
|
Continuum Advisory
Eagle,
Idaho
|
$370K
|
+$86.8K
|
+1,730
|
+30%
|
|
|
1310
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$369K
|
-$27.4M
|
-546,895
|
-99%
|
|
|
1311
|
Parsons Capital Management
Providence,
Rhode Island
|
$368K
|
+$6.97K
|
+139
|
+2%
|
|
|
1312
|
Liberty Wealth Management
Oakland,
California
|
$368K
|
+$251
|
+5
|
+0.1%
|
|
|
1313
|
TigerOak Management
Albuquerque,
New Mexico
|
$368K
|
-$19.6K
|
-391
|
-5%
|
|
|
1314
|
Addison Advisors
Middlebury,
Vermont
|
$367K
|
-$4.87K
|
-97
|
-1%
|
|
|
1315
|
Centennial Bank
Conway,
Arkansas
|
$367K
|
-$50.2K
|
-1,000
|
-12%
|
|
|
1316
|
ClearBridge Investments
New York
|
$367K
|
-$101K
|
-2,015
|
-21%
|
|
|
1317
|
Smith Thornton Advisors
Huntsville,
Alabama
|
$365K
|
–
|
–
|
–
|
|
|
1318
|
Wernau Asset Management
Gloucester,
Massachusetts
|
$364K
|
–
|
–
|
–
|
|
|
1319
|
IPG Investment Advisors
San Diego,
California
|
$364K
|
-$93.4K
|
-1,863
|
-20%
|
|
|
1320
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$364K
|
–
|
–
|
–
|
|
|
1321
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$363K
|
+$137K
|
+2,730
|
+60%
|
|
|
1322
|
Investment Advisory Services
The Woodlands,
Texas
|
$361K
|
-$6.97K
|
-139
|
-2%
|
|
|
1323
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$360K
|
–
|
–
|
–
|
|
|
1324
|
Carret Asset Management
New York
|
$360K
|
+$5.37K
|
+107
|
+2%
|
|
|
1325
|
Crewe Advisors
Salt Lake City,
Utah
|
$359K
|
-$361K
|
-7,200
|
-50%
|
|
