|
501
|
American Financial & Tax Strategies
New York
|
$321K
|
–
|
–
|
–
|
|
|
502
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$321K
|
-$9.8K
|
-99
|
-3%
|
|
|
503
|
TME Financial
Huntington Beach,
California
|
$319K
|
–
|
–
|
–
|
|
|
504
|
Y-Intercept (HK)
Hong Kong
|
$316K
|
+$327K
|
+3,307
|
New
|
|
|
505
|
Massachusetts Financial Services
Boston,
Massachusetts
|
$316K
|
-$440K
|
-4,447
|
-70%
|
|
|
506
|
Silver Oak Advisory Group
Portland,
Oregon
|
$311K
|
–
|
–
|
–
|
|
|
507
|
MOR Wealth Management
Philadelphia,
Pennsylvania
|
$308K
|
–
|
–
|
–
|
|
|
508
|
Shum Financial Group
Alameda,
California
|
$303K
|
+$32.7K
|
+330
|
+12%
|
|
|
509
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$301K
|
-$2.87K
|
-29
|
-0.9%
|
|
|
510
|
Avantax Planning Partners
Dubuque,
Iowa
|
$301K
|
–
|
–
|
–
|
|
|
511
|
PFG Investments
Woodbury,
New York
|
$300K
|
+$96.3K
|
+973
|
+45%
|
|
|
512
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$297K
|
–
|
–
|
–
|
|
|
513
|
AE Wealth Management
Topeka,
Kansas
|
$297K
|
+$70.8K
|
+716
|
+30%
|
|
|
514
|
Abacus Planning Group
Columbia,
South Carolina
|
$297K
|
–
|
–
|
–
|
|
|
515
|
Callan Family Office
Radnor,
Pennsylvania
|
$297K
|
+$5.05K
|
+51
|
+2%
|
|
|
516
|
Lido Advisors
Los Angeles,
California
|
$297K
|
+$307K
|
+3,103
|
New
|
|
|
517
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$296K
|
-$2.24M
|
-22,662
|
-88%
|
|
|
518
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$293K
|
+$304K
|
+3,068
|
New
|
|
|
519
|
Mission Creek Capital Partners
San Francisco,
California
|
$291K
|
–
|
–
|
–
|
|
|
520
|
Atria Investments
Charlotte,
North Carolina
|
$290K
|
+$6.93K
|
+70
|
+2%
|
|
|
521
|
Rockbridge Investment Management
Syracuse,
New York
|
$289K
|
+$297
|
+3
|
+0.1%
|
|
|
522
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$288K
|
-$9.6K
|
-97
|
-3%
|
|
|
523
|
Tortoise Investment Management
White Plains,
New York
|
$286K
|
+$5.44K
|
+55
|
+2%
|
|
|
524
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$284K
|
+$294K
|
+2,973
|
New
|
|
|
525
|
Lake Street Private Wealth
Chicago,
Illinois
|
$284K
|
+$3.86K
|
+39
|
+1%
|
|
