|
501
|
Occidental Asset Management
Burlingame,
California
|
$380K
|
+$1.88K
|
+23
|
+0.5%
|
|
|
502
|
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
|
$380K
|
+$380K
|
+4,656
|
New
|
|
|
503
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$373K
|
-$109K
|
-1,331
|
-23%
|
|
|
504
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$373K
|
+$99K
|
+1,212
|
+36%
|
|
|
505
|
FinTrust Investment Advisory Services
Greenville,
South Carolina
|
$372K
|
+$12.1K
|
+148
|
+3%
|
|
|
506
|
|
$366K
|
–
|
–
|
–
|
|
|
507
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$364K
|
+$49.6K
|
+607
|
+16%
|
|
|
508
|
Sigma Investment Management
Portland,
Oregon
|
$348K
|
–
|
–
|
–
|
|
|
509
|
Sequoia Wealth Management
Hoffman Estates,
Illinois
|
$344K
|
+$349K
|
+4,277
|
New
|
|
|
510
|
Opes Advisors
Cupertino,
California
|
$340K
|
+$340K
|
+4,168
|
New
|
|
|
511
|
BKS Advisors
Southfield,
Michigan
|
$339K
|
+$25.7K
|
+315
|
+8%
|
|
|
512
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$339K
|
+$122K
|
+1,490
|
+56%
|
|
|
513
|
Ancora Advisors
Cleveland,
Ohio
|
$336K
|
–
|
–
|
–
|
|
|
514
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$335K
|
–
|
–
|
–
|
|
|
515
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$334K
|
-$4.08K
|
-50
|
-1%
|
|
|
516
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$333K
|
-$7.38M
|
-90,405
|
-96%
|
|
|
517
|
CWA Asset Management Group
Naples,
Florida
|
$332K
|
+$14.8K
|
+181
|
+5%
|
|
|
518
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$332K
|
+$340K
|
+4,165
|
New
|
|
|
519
|
Holderness Investments Company
Greensboro,
North Carolina
|
$328K
|
-$14.9K
|
-183
|
-4%
|
|
|
520
|
Univest Financial
Souderton,
Pennsylvania
|
$327K
|
+$3.51K
|
+43
|
+1%
|
|
|
521
|
HeadInvest LLC
Portland,
Maine
|
$323K
|
-$73.5K
|
-900
|
-19%
|
|
|
522
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$322K
|
+$47.9K
|
+587
|
+17%
|
|
|
523
|
Parsons Capital Management
Providence,
Rhode Island
|
$320K
|
+$90.7K
|
+1,110
|
+39%
|
|
|
524
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$315K
|
+$315K
|
+3,856
|
New
|
|
|
525
|
Barrett Asset Management
New York
|
$311K
|
+$93.9K
|
+1,150
|
+43%
|
|
