|
501
|
Mission Wealth Management
Santa Barbara,
California
|
$663K
|
-$7.41K
|
-140
|
-1%
|
|
|
502
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$661K
|
+$13.8K
|
+261
|
+2%
|
|
|
503
|
Novem Group
Rochester,
New York
|
$660K
|
-$110K
|
-2,075
|
-15%
|
|
|
504
|
Channel Wealth
Santa Barbara,
California
|
$660K
|
-$49.8K
|
-940
|
-7%
|
|
|
505
|
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
|
$650K
|
-$30.4K
|
-575
|
-5%
|
|
|
506
|
PGIM Custom Harvest
Newark,
New Jersey
|
$646K
|
–
|
–
|
–
|
|
|
507
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$646K
|
-$2.44M
|
-46,036
|
-80%
|
|
|
508
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$642K
|
-$97.6K
|
-1,843
|
-14%
|
|
|
509
|
PFG Investments
Woodbury,
New York
|
$641K
|
+$33.1K
|
+625
|
+6%
|
|
|
510
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$640K
|
-$39.2K
|
-740
|
-6%
|
|
|
511
|
Ocean Park Asset Management
Santa Monica,
California
|
$638K
|
–
|
–
|
–
|
|
|
512
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$636K
|
-$211K
|
-3,986
|
-26%
|
|
|
513
|
MWA Asset Management
Lexington,
Massachusetts
|
$631K
|
+$19.6K
|
+370
|
+3%
|
|
|
514
|
Bank of New York Mellon
New York
|
$629K
|
-$19.3M
|
-364,174
|
-97%
|
|
|
515
|
Wealth Watch Advisors
Englewood,
Colorado
|
$628K
|
+$101K
|
+1,915
|
+20%
|
|
|
516
|
Holistic Planning
Nacogdoches,
Texas
|
$603K
|
+$580K
|
+10,948
|
New
|
|
|
517
|
Northern Trust
Chicago,
Illinois
|
$603K
|
-$519K
|
-9,794
|
-47%
|
|
|
518
|
Berger Financial Group
Plymouth,
Minnesota
|
$593K
|
-$16.4K
|
-309
|
-3%
|
|
|
519
|
NTV Asset Management
Charleston,
West Virginia
|
$585K
|
-$39.7K
|
-750
|
-7%
|
|
|
520
|
SeaCrest Wealth Management
Purchase,
New York
|
$579K
|
-$319K
|
-6,029
|
-36%
|
|
|
521
|
Midland Wealth Advisors
Effingham,
Illinois
|
$578K
|
-$106K
|
-2,002
|
-16%
|
|
|
522
|
TAGStone Capital
Charlotte,
North Carolina
|
$575K
|
+$548K
|
+10,347
|
New
|
|
|
523
|
NBC Securities
Birmingham,
Alabama
|
$573K
|
-$83.5K
|
-1,577
|
-13%
|
|
|
524
|
Jacksonville Wealth Management
Jacksonville,
Florida
|
$568K
|
–
|
–
|
–
|
|
|
525
|
ProVise Management Group
Clearwater,
Florida
|
$562K
|
+$4.71K
|
+89
|
+0.9%
|
|
