|
501
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$403K
|
-$88.3K
|
-727
|
-19%
|
|
|
502
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$402K
|
–
|
–
|
–
|
|
|
503
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$401K
|
+$54K
|
+445
|
+16%
|
|
|
504
|
D. Scott Neal
Lexington,
Kentucky
|
$399K
|
-$13.2K
|
-109
|
-3%
|
|
|
505
|
BCU Wealth Advisors
Vernon Hills,
Illinois
|
$399K
|
+$971
|
+8
|
+0.3%
|
|
|
506
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$398K
|
+$1.34K
|
+11
|
+0.4%
|
|
|
507
|
PGIM Custom Harvest
Newark,
New Jersey
|
$398K
|
+$103K
|
+852
|
+37%
|
|
|
508
|
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
|
$387K
|
+$1.34K
|
+11
|
+0.4%
|
|
|
509
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$382K
|
–
|
–
|
–
|
|
|
510
|
Litman Gregory Wealth Management
Larkspur,
California
|
$382K
|
+$4.25K
|
+35
|
+1%
|
|
|
511
|
PDS Planning
Dublin,
Ohio
|
$375K
|
+$62.3K
|
+513
|
+21%
|
|
|
512
|
Argent Trust Co
Nashville,
Tennessee
|
$375K
|
-$86.2K
|
-710
|
-19%
|
|
|
513
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$370K
|
+$35K
|
+288
|
+11%
|
|
|
514
|
Wealthstream Advisors
New York
|
$369K
|
+$1.21K
|
+10
|
+0.3%
|
|
|
515
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$369K
|
–
|
–
|
–
|
|
|
516
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$363K
|
+$243
|
+2
|
+0.1%
|
|
|
517
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$357K
|
+$1.45M
|
+11,935
|
New
|
|
|
518
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$354K
|
+$340K
|
+2,803
|
New
|
|
|
519
|
NWF Advisory Services
Los Angeles,
California
|
$347K
|
–
|
–
|
–
|
|
|
520
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$345K
|
-$450K
|
-3,708
|
-58%
|
|
|
521
|
NWAM LLC
Mercer Island,
Washington
|
$345K
|
+$332K
|
+2,736
|
New
|
|
|
522
|
Fort Point Capital Partners
San Francisco,
California
|
$345K
|
–
|
–
|
–
|
|
|
523
|
Scotia Capital
Toronto,
Ontario, Canada
|
$343K
|
–
|
–
|
–
|
|
|
524
|
Weil Company
San Diego,
California
|
$341K
|
–
|
–
|
–
|
|
|
525
|
ORG Partners
Roanoke,
Indiana
|
$341K
|
-$729
|
-6
|
-0.2%
|
|
