|
551
|
Univest Financial
Souderton,
Pennsylvania
|
$676K
|
-$378K
|
-4,447
|
-36%
|
|
|
552
|
Belpointe Asset Management
Reno,
Nevada
|
$665K
|
-$48.9K
|
-576
|
-7%
|
|
|
553
|
Coldstream Capital Management
Bellevue,
Washington
|
$656K
|
-$1.6M
|
-18,863
|
-71%
|
|
|
554
|
USA Financial Formulas
Ada,
Michigan
|
$656K
|
+$653K
|
+7,681
|
New
|
|
|
555
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$654K
|
+$651K
|
+7,660
|
New
|
|
|
556
|
ETrade Capital Management
Arlington,
Virginia
|
$653K
|
-$154K
|
-1,815
|
-19%
|
|
|
557
|
Beam Wealth Advisors
Covington,
Louisiana
|
$645K
|
-$299K
|
-3,522
|
-32%
|
|
|
558
|
RFG Advisory
Birmingham,
Alabama
|
$644K
|
-$2.92M
|
-34,351
|
-82%
|
|
|
559
|
Personal Capital Advisors
Redwood City,
California
|
$639K
|
+$601K
|
+7,073
|
New
|
|
|
560
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$626K
|
+$623K
|
+7,330
|
New
|
|
|
561
|
Successful Portfolios
Clearwater,
Florida
|
$625K
|
+$112K
|
+1,314
|
+22%
|
|
|
562
|
Round Table Services
Westfield,
New Jersey
|
$625K
|
+$150K
|
+1,769
|
+32%
|
|
|
563
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$620K
|
+$1.1K
|
+13
|
+0.2%
|
|
|
564
|
Aries Wealth Management
Portland,
Maine
|
$618K
|
+$137K
|
+1,616
|
+29%
|
|
|
565
|
IndexIQ Advisors
New York
|
$617K
|
-$445K
|
-5,239
|
-42%
|
|
|
566
|
Balentine LLC
Atlanta,
Georgia
|
$609K
|
+$13.3K
|
+157
|
+2%
|
|
|
567
|
Vantage Investment Partners
Kansas City,
Missouri
|
$608K
|
+$20.4K
|
+240
|
+3%
|
|
|
568
|
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
|
$599K
|
-$9.29M
|
-109,348
|
-94%
|
|
|
569
|
TFO Wealth Partners
Maumee,
Ohio
|
$598K
|
-$191K
|
-2,249
|
-24%
|
|
|
570
|
Snowden Capital Advisors
New York
|
$588K
|
+$298K
|
+3,507
|
+104%
|
|
|
571
|
Northstar Wealth Partners
West Hartford,
Connecticut
|
$586K
|
+$34.9K
|
+411
|
+6%
|
|
|
572
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$585K
|
+$609K
|
+7,172
|
New
|
|
|
573
|
Realta Investment Advisors
Wilmington,
Delaware
|
$581K
|
+$247K
|
+2,902
|
+74%
|
|
|
574
|
Allred Capital Management
Dallas,
Texas
|
$567K
|
–
|
–
|
–
|
|
|
575
|
Duncker Streett & Co
St. Louis,
Missouri
|
$563K
|
+$850
|
+10
|
+0.2%
|
|
