|
1101
|
Chris Bulman
Roseville,
California
|
$250K
|
–
|
–
|
–
|
|
|
1102
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
$250K
|
-$6.97K
|
-46
|
-3%
|
|
|
1103
|
Telos Capital Management
San Diego,
California
|
$250K
|
-$12K
|
-79
|
-5%
|
|
|
1104
|
Avantax Planning Partners
Dubuque,
Iowa
|
$249K
|
–
|
–
|
–
|
|
|
1105
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$248K
|
+$30.3K
|
+200
|
+14%
|
|
|
1106
|
BIP Wealth
Atlanta,
Georgia
|
$248K
|
–
|
–
|
–
|
|
|
1107
|
Verity & Verity
Beaufort,
South Carolina
|
$248K
|
-$11.1K
|
-73
|
-4%
|
|
|
1108
|
Barnes Wealth Management Group
Bakersfield,
California
|
$247K
|
-$17.9K
|
-118
|
-7%
|
|
|
1109
|
Leigh Baldwin & Co
Cazenovia,
New York
|
$247K
|
–
|
–
|
–
|
|
|
1110
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$246K
|
+$242K
|
+1,598
|
New
|
|
|
1111
|
Coordinated Financial Services
Denver,
Colorado
|
$246K
|
+$242K
|
+1,596
|
New
|
|
|
1112
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$246K
|
–
|
–
|
–
|
|
|
1113
|
Pictet Asset Management
Carouge,
Switzerland
|
$246K
|
–
|
–
|
–
|
|
|
1114
|
Caldwell Trust
Venice,
Florida
|
$245K
|
–
|
–
|
–
|
|
|
1115
|
|
$243K
|
–
|
–
|
–
|
|
|
1116
|
Atomi Financial Group
New York
|
$241K
|
-$155K
|
-1,026
|
-40%
|
|
|
1117
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$239K
|
–
|
–
|
–
|
|
|
1118
|
Milestone Asset Management Group
Avon,
Connecticut
|
$239K
|
+$757
|
+5
|
+0.3%
|
|
|
1119
|
InvesTrust
Oklahoma City,
Oklahoma
|
$238K
|
+$13.6K
|
+90
|
+6%
|
|
|
1120
|
Severin Investments
St. Louis,
Missouri
|
$238K
|
+$10.6K
|
+70
|
+5%
|
|
|
1121
|
Capstone Investment Advisors
New York
|
$237K
|
-$99.2K
|
-655
|
-30%
|
|
|
1122
|
Kaizen Financial Strategies
Campbell,
California
|
$237K
|
–
|
–
|
–
|
|
|
1123
|
Endeavor Private Wealth
Topeka,
Kansas
|
$236K
|
+$231K
|
+1,528
|
New
|
|
|
1124
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$236K
|
+$23.6K
|
+156
|
+11%
|
|
|
1125
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$235K
|
–
|
–
|
–
|
|
