|
526
|
Circle Wealth Management
Summit,
New Jersey
|
$212K
|
+$186K
|
+10,050
|
New
|
|
|
527
|
Lee Financial
Dallas,
Texas
|
$210K
|
–
|
–
|
–
|
|
|
528
|
Gofen & Glossberg
Chicago,
Illinois
|
$210K
|
+$185K
|
+10,000
|
New
|
|
|
529
|
McDaniel Terry & Co
Austin,
Texas
|
$210K
|
+$185K
|
+10,000
|
New
|
|
|
530
|
Summit Securities Group
New York
|
$210K
|
+$185K
|
+10,000
|
New
|
|
|
531
|
WhitTier Trust Company
Reno,
Nevada
|
$190K
|
–
|
–
|
–
|
|
|
532
|
Procyon Advisors
Shelton,
Connecticut
|
$187K
|
-$131K
|
-7,100
|
-44%
|
|
|
533
|
SignatureFD
Atlanta,
Georgia
|
$187K
|
+$25K
|
+1,350
|
+18%
|
|
|
534
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$179K
|
-$38K
|
-2,050
|
-19%
|
|
|
535
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$162K
|
+$121K
|
+6,550
|
+570%
|
|
|
536
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$159K
|
–
|
–
|
–
|
|
|
537
|
IFP Advisors
Tampa,
Florida
|
$159K
|
+$70.4K
|
+3,800
|
+99%
|
|
|
538
|
American Portfolios Advisors
Holbrook,
New York
|
$147K
|
+$1.85K
|
+100
|
+1%
|
|
|
539
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$145K
|
+$62K
|
+3,350
|
+94%
|
|
|
540
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$141K
|
-$69.4K
|
-3,750
|
-36%
|
|
|
541
|
Resources Management Corp
West Hartford,
Connecticut
|
$138K
|
+$107K
|
+5,800
|
+773%
|
|
|
542
|
CenterStar Asset Management
Chicago,
Illinois
|
$137K
|
–
|
–
|
–
|
|
|
543
|
Huntington National Bank
Columbus,
Ohio
|
$129K
|
–
|
–
|
–
|
|
|
544
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$126K
|
-$4.63K
|
-250
|
-4%
|
|
|
545
|
West Oak Capital
Westlake Village,
California
|
$125K
|
+$18.5K
|
+1,000
|
+20%
|
|
|
546
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$124K
|
-$8.33K
|
-450
|
-7%
|
|
|
547
|
ClearBridge Investments
New York
|
$119K
|
-$189K
|
-10,200
|
-64%
|
|
|
548
|
Citizens Financial Group
Providence,
Rhode Island
|
$114K
|
+$1.85K
|
+100
|
+2%
|
|
|
549
|
Blue Square Asset Management
New York
|
$110K
|
+$97.2K
|
+5,250
|
New
|
|
|
550
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$105K
|
-$29.6K
|
-1,600
|
-24%
|
|
