|
1676
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$456K
|
–
|
–
|
–
|
|
|
1677
|
Corient Capital Partners
Newport Beach,
California
|
$456K
|
+$3.5K
|
+34
|
+0.8%
|
|
|
1678
|
USA Financial Formulas
Ada,
Michigan
|
$454K
|
-$139K
|
-1,352
|
-24%
|
|
|
1679
|
Members Trust
Tampa,
Florida
|
$454K
|
+$20.8K
|
+202
|
+5%
|
|
|
1680
|
Oak Point Wealth Management
Portage,
Michigan
|
$454K
|
+$435K
|
+4,223
|
New
|
|
|
1681
|
Blue Fin Capital
Warren,
Rhode Island
|
$453K
|
-$69.1K
|
-671
|
-14%
|
|
|
1682
|
Peachtree Investment Advisors
Atlanta,
Georgia
|
$453K
|
–
|
–
|
–
|
|
|
1683
|
Davidson Investment Advisors
Great Falls,
Montana
|
$452K
|
-$28.6K
|
-278
|
-6%
|
|
|
1684
|
Wheatland Advisors
Lancaster,
Pennsylvania
|
$452K
|
+$20.6K
|
+200
|
+5%
|
|
|
1685
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$450K
|
+$432K
|
+4,190
|
New
|
|
|
1686
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$449K
|
-$53.3K
|
-517
|
-11%
|
|
|
1687
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$449K
|
-$33.5K
|
-325
|
-7%
|
|
|
1688
|
Security National Bank
Omaha,
Nebraska
|
$449K
|
-$6.59K
|
-64
|
-2%
|
|
|
1689
|
Fusion Family Wealth
Woodbury,
New York
|
$449K
|
+$430K
|
+4,172
|
New
|
|
|
1690
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$447K
|
+$428K
|
+4,159
|
New
|
|
|
1691
|
Independence Advisors
Wayne,
Pennsylvania
|
$445K
|
-$59.5K
|
-578
|
-12%
|
|
|
1692
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$442K
|
-$91.9K
|
-892
|
-18%
|
|
|
1693
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$442K
|
–
|
–
|
–
|
|
|
1694
|
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
$439K
|
+$412K
|
+3,997
|
New
|
|
|
1695
|
Palo Capital
Newport Beach,
California
|
$435K
|
-$53.6K
|
-520
|
-11%
|
|
|
1696
|
SNS Financial Group
Minneapolis,
Minnesota
|
$435K
|
+$13.6K
|
+132
|
+3%
|
|
|
1697
|
KCS Wealth Advisory
Los Angeles,
California
|
$434K
|
+$415K
|
+4,033
|
New
|
|
|
1698
|
Viking Fund Management
Minot,
North Dakota
|
$430K
|
-$412K
|
-4,000
|
-50%
|
|
|
1699
|
HighVista Strategies
Boston,
Massachusetts
|
$430K
|
-$20.6K
|
-200
|
-5%
|
|
|
1700
|
Regis Management Company
Menlo Park,
California
|
$430K
|
–
|
–
|
–
|
|
