|
601
|
LGL Partners
Philadelphia,
Pennsylvania
|
$267K
|
+$9.47K
|
+250
|
+4%
|
|
|
602
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$267K
|
+$11.7K
|
+308
|
+5%
|
|
|
603
|
Farther Finance Advisors
San Francisco,
California
|
$264K
|
+$227K
|
+5,993
|
+932%
|
|
|
604
|
Cardiff Park Advisors
Carlsbad,
California
|
$263K
|
–
|
–
|
–
|
|
|
605
|
Redwood Wealth Management Group
Medford,
New Jersey
|
$259K
|
-$18.9K
|
-500
|
-7%
|
|
|
606
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$255K
|
–
|
–
|
–
|
|
|
607
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$251K
|
–
|
–
|
–
|
|
|
608
|
Successful Portfolios
Clearwater,
Florida
|
$250K
|
–
|
–
|
–
|
|
|
609
|
Edge Wealth Management
New York
|
$249K
|
–
|
–
|
–
|
|
|
610
|
Financial Management Network
Mission Viejo,
California
|
$249K
|
+$238K
|
+6,289
|
New
|
|
|
611
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$246K
|
+$234K
|
+6,190
|
New
|
|
|
612
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$246K
|
–
|
–
|
–
|
|
|
613
|
Freestone Capital Holdings
Seattle,
Washington
|
$246K
|
-$102K
|
-2,700
|
-30%
|
|
|
614
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$245K
|
-$29.4K
|
-777
|
-11%
|
|
|
615
|
Howard Financial Services
Dallas,
Texas
|
$242K
|
-$18.1K
|
-479
|
-7%
|
|
|
616
|
|
$241K
|
+$229K
|
+6,054
|
New
|
|
|
617
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$240K
|
-$57.9K
|
-1,530
|
-20%
|
|
|
618
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$240K
|
–
|
–
|
–
|
|
|
619
|
Calamos Wealth Management
Naperville,
Illinois
|
$239K
|
–
|
–
|
–
|
|
|
620
|
Meridian Investment Counsel
Lafayette,
California
|
$239K
|
–
|
–
|
–
|
|
|
621
|
CWC Advisors
Lake Oswego,
Oregon
|
$238K
|
+$226K
|
+5,981
|
New
|
|
|
622
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$236K
|
-$75.7K
|
-2,000
|
-25%
|
|
|
623
|
Drive Wealth Management
Lehi,
Utah
|
$236K
|
–
|
–
|
–
|
|
|
624
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$235K
|
+$115K
|
+3,050
|
+107%
|
|
|
625
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$232K
|
-$37.9K
|
-1,000
|
-15%
|
|
