|
401
|
Parallel Advisors
San Francisco,
California
|
$41K
|
+$39.6K
|
+210
|
New
|
|
|
402
|
Integrated Wealth Counsel
Carmel,
California
|
$40K
|
–
|
–
|
–
|
|
|
403
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$40K
|
–
|
–
|
–
|
|
|
404
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$40K
|
+$37.7K
|
+200
|
New
|
|
|
405
|
Global Retirement Partners
San Rafael,
California
|
$33K
|
+$31.3K
|
+166
|
New
|
|
|
406
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$31K
|
–
|
–
|
–
|
|
|
407
|
Brown Brothers Harriman & Co
New York
|
$30K
|
–
|
–
|
–
|
|
|
408
|
Raffa Wealth Management
Washington,
District of Columbia
|
$29.6K
|
–
|
–
|
–
|
|
|
409
|
Steward Partners Investment Advisory
New York
|
$29K
|
+$28.3K
|
+150
|
New
|
|
|
410
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$27K
|
–
|
–
|
–
|
|
|
411
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$27K
|
–
|
–
|
–
|
|
|
412
|
Thompson Davis & Co
Richmond,
Virginia
|
$26K
|
+$24.5K
|
+130
|
New
|
|
|
413
|
Forward Management
San Francisco,
California
|
$25K
|
-$185K
|
-979
|
-88%
|
|
|
414
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$24K
|
–
|
–
|
–
|
|
|
415
|
Macroview Investment Management
Bethesda,
Maryland
|
$24K
|
–
|
–
|
–
|
|
|
416
|
SEI Investments
Oaks,
Pennsylvania
|
$21K
|
-$1.89K
|
-10
|
-9%
|
|
|
417
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$20K
|
–
|
–
|
–
|
|
|
418
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$20K
|
–
|
–
|
–
|
|
|
419
|
Security National Trust
Wheeling,
West Virginia
|
$20K
|
–
|
–
|
–
|
|
|
420
|
Monroe Bank & Trust
Monroe,
Michigan
|
$20K
|
+$18.9K
|
+100
|
New
|
|
|
421
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$16K
|
+$15.3K
|
+81
|
New
|
|
|
422
|
Lee Financial
Dallas,
Texas
|
$15K
|
+$14.1K
|
+75
|
New
|
|
|
423
|
CT Financial Advisors
Chadds Ford,
Pennsylvania
|
$13.2K
|
–
|
–
|
–
|
|
|
424
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$13K
|
-$2.07K
|
-11
|
-15%
|
|
|
425
|
|
$12K
|
–
|
–
|
–
|
|
