|
1101
|
Golden Reserve Retirement
Dublin,
Ohio
|
$568K
|
+$564K
|
+7,160
|
New
|
|
|
1102
|
Wellington Shields Capital Management
New York
|
$568K
|
–
|
–
|
–
|
|
|
1103
|
Naples Global Advisors
Naples,
Florida
|
$565K
|
-$88.5K
|
-1,123
|
-14%
|
|
|
1104
|
Mindset Wealth Management
Indianapolis,
Indiana
|
$563K
|
+$560K
|
+7,099
|
New
|
|
|
1105
|
Axxcess Wealth Management
Carlsbad,
California
|
$561K
|
-$17.7K
|
-225
|
-3%
|
|
|
1106
|
Charles Schwab Trust
Henderson,
Nevada
|
$557K
|
+$38.5K
|
+488
|
+7%
|
|
|
1107
|
Williams Financial
North Bennington,
Vermont
|
$557K
|
–
|
–
|
–
|
|
|
1108
|
Prasad Wealth Partners
Independence,
Ohio
|
$555K
|
+$2.84K
|
+36
|
+0.5%
|
|
|
1109
|
Transatlantique Private Wealth
New York
|
$555K
|
-$21.6K
|
-274
|
-4%
|
|
|
1110
|
Pure Financial Advisors
San Diego,
California
|
$554K
|
+$29.7K
|
+377
|
+6%
|
|
|
1111
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$546K
|
+$170K
|
+2,153
|
+46%
|
|
|
1112
|
Leavell Investment Management
Mobile,
Alabama
|
$544K
|
-$81.1K
|
-1,029
|
-13%
|
|
|
1113
|
|
$544K
|
+$540K
|
+6,852
|
New
|
|
|
1114
|
Wilson & Boucher Capital Management
Moraga,
California
|
$544K
|
–
|
–
|
–
|
|
|
1115
|
Conning Inc
Hartford,
Connecticut
|
$539K
|
-$89.7K
|
-1,138
|
-14%
|
|
|
1116
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$539K
|
+$178K
|
+2,263
|
+50%
|
|
|
1117
|
Provident Living Financial Services
Lehi,
Utah
|
$539K
|
+$535K
|
+6,791
|
New
|
|
|
1118
|
Fayez Sarofim & Co
Houston,
Texas
|
$538K
|
-$11K
|
-140
|
-2%
|
|
|
1119
|
First Nebraska Trust
Lincoln,
Nebraska
|
$535K
|
–
|
–
|
–
|
|
|
1120
|
Frec Markets Inc
San Francisco,
California
|
$534K
|
+$530K
|
+6,726
|
New
|
|
|
1121
|
Checchi Capital Advisers
Beverly Hills,
California
|
$532K
|
+$21.7K
|
+275
|
+4%
|
|
|
1122
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$528K
|
+$138K
|
+1,750
|
+36%
|
|
|
1123
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$528K
|
+$2.37K
|
+30
|
+0.5%
|
|
|
1124
|
Journey Strategic Wealth
Summit,
New Jersey
|
$528K
|
+$16K
|
+203
|
+3%
|
|
|
1125
|
Sunbelt Securities
Houston,
Texas
|
$528K
|
-$7.8K
|
-99
|
-1%
|
|
