|
501
|
Wealth Alliance
Mellville,
New York
|
$408K
|
+$89.2K
|
+3,918
|
+28%
|
|
|
502
|
Tudor Investment Corp
Stamford,
Connecticut
|
$406K
|
-$582K
|
-25,553
|
-59%
|
|
|
503
|
Peak Retirement Planning
Columbus,
Ohio
|
$406K
|
+$402K
|
+17,650
|
New
|
|
|
504
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$404K
|
-$164K
|
-7,184
|
-29%
|
|
|
505
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$401K
|
+$26.8K
|
+1,177
|
+7%
|
|
|
506
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$399K
|
+$6.65K
|
+292
|
+2%
|
|
|
507
|
Triumph Capital Management
Denver,
Colorado
|
$397K
|
-$6.15K
|
-270
|
-2%
|
|
|
508
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$394K
|
+$26K
|
+1,140
|
+7%
|
|
|
509
|
Transcend Capital Advisors
Madison,
New Jersey
|
$393K
|
-$48.8K
|
-2,141
|
-11%
|
|
|
510
|
RhumbLine Advisers
Boston,
Massachusetts
|
$390K
|
–
|
–
|
–
|
|
|
511
|
Brown Brothers Harriman & Co
New York
|
$390K
|
-$752
|
-33
|
-0.2%
|
|
|
512
|
Members Trust
Tampa,
Florida
|
$390K
|
-$28.8K
|
-1,264
|
-7%
|
|
|
513
|
NBT Bank
Norwich,
New York
|
$389K
|
-$15.1K
|
-664
|
-4%
|
|
|
514
|
Lido Advisors
Los Angeles,
California
|
$388K
|
-$5.78K
|
-254
|
-1%
|
|
|
515
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$388K
|
+$55K
|
+2,415
|
+17%
|
|
|
516
|
Sand Hill Global Advisors
Palo Alto,
California
|
$387K
|
-$99K
|
-4,349
|
-21%
|
|
|
517
|
World Investment Advisors
Santa Barbara,
California
|
$384K
|
-$225K
|
-9,859
|
-37%
|
|
|
518
|
Columbus Macro
New Castle,
Pennsylvania
|
$383K
|
+$54.1K
|
+2,374
|
+17%
|
|
|
519
|
Creative Financial Designs
Kokomo,
Indiana
|
$376K
|
-$53.1K
|
-2,331
|
-12%
|
|
|
520
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$375K
|
–
|
–
|
–
|
|
|
521
|
Headlands Technologies
Chicago,
Illinois
|
$371K
|
-$210K
|
-9,217
|
-36%
|
|
|
522
|
Delta Asset Management
Memphis,
Tennessee
|
$370K
|
–
|
–
|
–
|
|
|
523
|
Cary Street Partners
Richmond,
Virginia
|
$369K
|
+$34.2K
|
+1,501
|
+10%
|
|
|
524
|
City State Bank
Norwalk,
Iowa
|
$367K
|
+$2.28K
|
+100
|
+0.6%
|
|
|
525
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$367K
|
+$12.8K
|
+563
|
+4%
|
|
