|
501
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$36K
|
–
|
–
|
–
|
|
|
502
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$34K
|
–
|
–
|
–
|
|
|
503
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$33K
|
-$33.6K
|
-400
|
-50%
|
|
|
504
|
M&R Capital Management
Summit,
New Jersey
|
$31K
|
–
|
–
|
–
|
|
|
505
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$27K
|
-$84
|
-1
|
-0.3%
|
|
|
506
|
Synovus Financial
Columbus,
Georgia
|
$27K
|
–
|
–
|
–
|
|
|
507
|
Davidson Investment Advisors
Great Falls,
Montana
|
$25K
|
–
|
–
|
–
|
|
|
508
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$25K
|
–
|
–
|
–
|
|
|
509
|
C-J Advisory
San Jose,
California
|
$25K
|
+$25.1K
|
+299
|
New
|
|
|
510
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$24K
|
-$2.85K
|
-34
|
-11%
|
|
|
511
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$23K
|
-$84
|
-1
|
-0.4%
|
|
|
512
|
D'Orazio & Associates
Falls Church,
Virginia
|
$23K
|
–
|
–
|
–
|
|
|
513
|
Kanaly Trust
Houston,
Texas
|
$23K
|
–
|
–
|
–
|
|
|
514
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$23K
|
+$3.36K
|
+40
|
+17%
|
|
|
515
|
|
$22K
|
-$12.6K
|
-150
|
-36%
|
|
|
516
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$22K
|
+$19.7K
|
+235
|
+904%
|
|
|
517
|
Manchester Capital Management
Manchester,
Vermont
|
$21K
|
–
|
–
|
–
|
|
|
518
|
Advisory Services Network
Atlanta,
Georgia
|
$19K
|
-$7.22K
|
-86
|
-28%
|
|
|
519
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$19K
|
+$18.6K
|
+222
|
New
|
|
|
520
|
Penserra Capital Management
Orinda,
California
|
$18K
|
+$7.39K
|
+88
|
+66%
|
|
|
521
|
Versant Capital Management
Phoenix,
Arizona
|
$17K
|
-$420
|
-5
|
-2%
|
|
|
522
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17K
|
–
|
–
|
–
|
|
|
523
|
ClearBridge Investments
New York
|
$17K
|
–
|
–
|
–
|
|
|
524
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$16K
|
-$16.8K
|
-200
|
-52%
|
|
|
525
|
First Personal Financial Services
Charlotte,
North Carolina
|
$16K
|
–
|
–
|
–
|
|
