|
501
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$1.43K
|
+$1.33K
|
+75
|
New
|
|
|
502
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$1.41K
|
+$1.32K
|
+74
|
New
|
|
|
503
|
NBT Bank
Norwich,
New York
|
$1.35K
|
–
|
–
|
–
|
|
|
504
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$1.22K
|
–
|
–
|
–
|
|
|
505
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$1.2K
|
+$1.12K
|
+63
|
New
|
|
|
506
|
Cromwell Holdings
Jackson,
Wyoming
|
$1.16K
|
–
|
–
|
–
|
|
|
507
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$1.15K
|
+$285
|
+16
|
+36%
|
|
|
508
|
Planning Strategies
Lancaster,
Pennsylvania
|
$1.13K
|
+$1.05K
|
+59
|
New
|
|
|
509
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$1.05K
|
+$463
|
+26
|
+90%
|
|
|
510
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$859
|
+$801
|
+45
|
New
|
|
|
511
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$820
|
+$765
|
+43
|
New
|
|
|
512
|
Sachetta
Lynnfield,
Massachusetts
|
$726
|
+$676
|
+38
|
New
|
|
|
513
|
Hughes Financial Services
Herndon,
Virginia
|
$706
|
–
|
–
|
–
|
|
|
514
|
MV Capital Management
Bethesda,
Maryland
|
$516
|
–
|
–
|
–
|
|
|
515
|
Activest Wealth Management
Aventure,
Florida
|
$420
|
-$7.03K
|
-395
|
-95%
|
|
|
516
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$401
|
+$374
|
+21
|
New
|
|
|
517
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$363
|
–
|
–
|
–
|
|
|
518
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$280
|
+$267
|
+15
|
New
|
|
|
519
|
DecisionPoint Financial
Mesa,
Arizona
|
$234
|
+$214
|
+12
|
New
|
|
|
520
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$172
|
–
|
–
|
–
|
|
|
521
|
American Capital Advisory
Ketchum,
Idaho
|
$153
|
–
|
–
|
–
|
|
|
522
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$153
|
–
|
–
|
–
|
|
|
523
|
Maryland Capital Advisors
Chester,
Maryland
|
$96
|
+$89
|
+5
|
New
|
|
|
524
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$57
|
+$53
|
+3
|
New
|
|
|
525
|
|
–
|
-$29.3M
|
-1,751,720
|
Closed
|
|
