|
501
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$295K
|
-$6.41K
|
-87
|
-2%
|
|
|
502
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$294K
|
+$260K
|
+3,532
|
New
|
|
|
503
|
|
$292K
|
-$14.1K
|
-191
|
-5%
|
|
|
504
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$290K
|
-$14.4K
|
-196
|
-5%
|
|
|
505
|
Strategic Advisors
New York
|
$289K
|
+$256K
|
+3,479
|
New
|
|
|
506
|
Beacon Pointe Advisors
Newport Beach,
California
|
$288K
|
-$20.6K
|
-280
|
-8%
|
|
|
507
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$285K
|
-$7.37K
|
-100
|
-3%
|
|
|
508
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$285K
|
-$6.86K
|
-93
|
-3%
|
|
|
509
|
Lantz Financial
Naperville,
Illinois
|
$285K
|
-$4.87K
|
-66
|
-2%
|
|
|
510
|
WBH Advisory
Baltimore,
Maryland
|
$283K
|
–
|
–
|
–
|
|
|
511
|
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
|
$283K
|
+$251K
|
+3,400
|
New
|
|
|
512
|
Fiduciary Trust
Boston,
Massachusetts
|
$282K
|
+$250K
|
+3,393
|
New
|
|
|
513
|
TriaGen Wealth Management
Calabasas,
California
|
$279K
|
+$247K
|
+3,353
|
New
|
|
|
514
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
$279K
|
+$248K
|
+3,359
|
New
|
|
|
515
|
Fisher Asset Management
Camas,
Washington
|
$278K
|
-$50K
|
-678
|
-17%
|
|
|
516
|
UMB Bank
Kansas City,
Missouri
|
$278K
|
-$42K
|
-570
|
-15%
|
|
|
517
|
55I LLC
Boston,
Massachusetts
|
$277K
|
+$245K
|
+3,319
|
New
|
|
|
518
|
Citizens Business Bank
Ontario,
California
|
$277K
|
+$246K
|
+3,333
|
New
|
|
|
519
|
RWA Wealth Partners
Newton,
Massachusetts
|
$275K
|
+$244K
|
+3,307
|
New
|
|
|
520
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$274K
|
+$243K
|
+3,297
|
New
|
|
|
521
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$271K
|
+$74.6K
|
+1,012
|
+45%
|
|
|
522
|
Paragon Financial Partners
Woodland Hills,
California
|
$271K
|
+$240K
|
+3,252
|
New
|
|
|
523
|
Centre Asset Management
New York
|
$266K
|
+$236K
|
+3,196
|
New
|
|
|
524
|
Delphia (USA)
Toronto,
Ontario, Canada
|
$266K
|
+$236K
|
+3,196
|
New
|
|
|
525
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$264K
|
+$72.2K
|
+980
|
+45%
|
|
