|
501
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$928K
|
+$46.9K
|
+59
|
+5%
|
|
|
502
|
Congress Wealth Management
Boston,
Massachusetts
|
$927K
|
+$925K
|
+1,164
|
New
|
|
|
503
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$919K
|
+$132K
|
+166
|
+17%
|
|
|
504
|
SteelPeak Wealth
Woodland Hills,
California
|
$918K
|
-$118K
|
-148
|
-11%
|
|
|
505
|
Merlin Capital
Newport,
Rhode Island
|
$914K
|
+$912K
|
+1,148
|
New
|
|
|
506
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$906K
|
+$87.4K
|
+110
|
+11%
|
|
|
507
|
Cloverfields Capital Group
Minneapolis,
Minnesota
|
$905K
|
–
|
–
|
–
|
|
|
508
|
Cetera Advisors
Denver,
Colorado
|
$887K
|
+$61.2K
|
+77
|
+7%
|
|
|
509
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$879K
|
+$877K
|
+1,104
|
New
|
|
|
510
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$876K
|
+$874K
|
+1,100
|
New
|
|
|
511
|
Cetera Advisor Networks
El Segundo,
California
|
$863K
|
-$51.6K
|
-65
|
-6%
|
|
|
512
|
Private Capital Group
West Hartford,
Connecticut
|
$861K
|
-$12.7K
|
-16
|
-1%
|
|
|
513
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$856K
|
-$218K
|
-274
|
-20%
|
|
|
514
|
Lindbrook Capital
Calabasas,
California
|
$852K
|
+$298K
|
+375
|
+54%
|
|
|
515
|
Two Sigma Securities
New York
|
$849K
|
-$371K
|
-467
|
-30%
|
|
|
516
|
Belpointe Asset Management
Reno,
Nevada
|
$847K
|
+$82.6K
|
+104
|
+11%
|
|
|
517
|
Donor Advised Charitable Giving
San Francisco,
California
|
$846K
|
+$844K
|
+1,062
|
New
|
|
|
518
|
Chicago Capital
Chicago,
Illinois
|
$840K
|
+$53.2K
|
+67
|
+7%
|
|
|
519
|
Wellington Shields Capital Management
New York
|
$836K
|
–
|
–
|
–
|
|
|
520
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$833K
|
+$267K
|
+336
|
+47%
|
|
|
521
|
Eastern Bank
Boston,
Massachusetts
|
$824K
|
–
|
–
|
–
|
|
|
522
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$821K
|
+$193K
|
+243
|
+31%
|
|
|
523
|
People's United Financial
Bridgeport,
Connecticut
|
$815K
|
-$858K
|
-1,080
|
-51%
|
|
|
524
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$805K
|
+$803K
|
+1,011
|
New
|
|
|
525
|
KB Financial Partners
Princeton,
New Jersey
|
$804K
|
+$28.6K
|
+36
|
+4%
|
|
