|
1201
|
Gemmer Asset Management
Walnut Creek,
California
|
$55K
|
–
|
–
|
–
|
|
|
1202
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$55K
|
+$50.1K
|
+326
|
New
|
|
|
1203
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$53K
|
–
|
–
|
–
|
|
|
1204
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$52K
|
-$7.38K
|
-48
|
-13%
|
|
|
1205
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$51K
|
+$4K
|
+26
|
+9%
|
|
|
1206
|
Baystate Wealth Management
Boston,
Massachusetts
|
$50K
|
-$17.4K
|
-113
|
-27%
|
|
|
1207
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$49K
|
+$154
|
+1
|
+0.3%
|
|
|
1208
|
Avior Wealth Management
Omaha,
Nebraska
|
$49K
|
+$1.84K
|
+12
|
+4%
|
|
|
1209
|
Sonora Investment Management
Tucson,
Arizona
|
$49K
|
+$6.76K
|
+44
|
+18%
|
|
|
1210
|
Tarbox Family Office
Newport Beach,
California
|
$49K
|
+$10.3K
|
+67
|
+29%
|
|
|
1211
|
Truvestments Capital
Sarasota,
Florida
|
$48K
|
–
|
–
|
–
|
|
|
1212
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$47.1K
|
-$461
|
-3
|
-1%
|
|
|
1213
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$47K
|
+$154
|
+1
|
+0.4%
|
|
|
1214
|
Matthew Hamilton Rosenberg
|
$45K
|
–
|
–
|
–
|
|
|
1215
|
Private Ocean
San Rafael,
California
|
$44K
|
–
|
–
|
–
|
|
|
1216
|
City Holding Co
Charleston,
West Virginia
|
$43K
|
–
|
–
|
–
|
|
|
1217
|
Harding Loevner
Bridgewater,
New Jersey
|
$43K
|
–
|
–
|
–
|
|
|
1218
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$41K
|
–
|
–
|
–
|
|
|
1219
|
Glassman Wealth Services
Vienna,
Virginia
|
$41K
|
+$12.4K
|
+81
|
+48%
|
|
|
1220
|
Evolution Wealth Advisors
Aventura,
Florida
|
$41K
|
+$28.4K
|
+185
|
+285%
|
|
|
1221
|
Danda Trouve Investment Management
Prairie Village,
Kansas
|
$40K
|
–
|
–
|
–
|
|
|
1222
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$39K
|
-$154
|
-1
|
-0.4%
|
|
|
1223
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$39K
|
–
|
–
|
–
|
|
|
1224
|
CVA Family Office
Denver,
Colorado
|
$39K
|
+$36.1K
|
+235
|
New
|
|
|
1225
|
EARNEST Partners
Atlanta,
Georgia
|
$38K
|
–
|
–
|
–
|
|
