|
401
|
F3Logic
Burnsville,
Minnesota
|
$758K
|
–
|
–
|
–
|
|
|
402
|
Golden State Equity Partners
South Coast Metro,
California
|
$754K
|
+$710K
|
+4,607
|
New
|
|
|
403
|
Penbrook Management
New York
|
$751K
|
+$102K
|
+660
|
+17%
|
|
|
404
|
Harbour Investments
Madison,
Wisconsin
|
$746K
|
-$906K
|
-5,879
|
-56%
|
|
|
405
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$743K
|
+$154
|
+1
|
+0%
|
|
|
406
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$742K
|
-$54.7K
|
-355
|
-7%
|
|
|
407
|
Titus Wealth Management
Larskpur,
California
|
$742K
|
+$14K
|
+91
|
+2%
|
|
|
408
|
Carret Asset Management
New York
|
$740K
|
-$12.2K
|
-79
|
-2%
|
|
|
409
|
Joel Isaacson & Co
New York
|
$729K
|
+$15.6K
|
+101
|
+2%
|
|
|
410
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$725K
|
-$294K
|
-1,907
|
-30%
|
|
|
411
|
Middleton & Co
Boston,
Massachusetts
|
$724K
|
–
|
–
|
–
|
|
|
412
|
Parallel Advisors
San Francisco,
California
|
$714K
|
–
|
–
|
–
|
|
|
413
|
Optimum Investment Advisors
Chicago,
Illinois
|
$703K
|
-$37.6K
|
-244
|
-5%
|
|
|
414
|
Paradigm Financial Advisors
Des Peres,
Missouri
|
$698K
|
-$149K
|
-965
|
-18%
|
|
|
415
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$698K
|
+$266K
|
+1,728
|
+68%
|
|
|
416
|
|
$688K
|
-$30.8K
|
-200
|
-5%
|
|
|
417
|
Calton & Associates
Tampa,
Florida
|
$687K
|
+$44.2K
|
+287
|
+7%
|
|
|
418
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$687K
|
+$646K
|
+4,196
|
New
|
|
|
419
|
Golden State Wealth Management
Santa Ana,
California
|
$686K
|
-$221K
|
-1,434
|
-25%
|
|
|
420
|
Tatro Capital
Lexington,
Kentucky
|
$682K
|
+$46.5K
|
+302
|
+8%
|
|
|
421
|
New Potomac Partners
Bethesda,
Maryland
|
$677K
|
–
|
–
|
–
|
|
|
422
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$668K
|
+$266K
|
+1,728
|
+73%
|
|
|
423
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$665K
|
+$19.9K
|
+129
|
+3%
|
|
|
424
|
ClearBridge Investments
New York
|
$663K
|
–
|
–
|
–
|
|
|
425
|
NEPC LLC
Boston,
Massachusetts
|
$655K
|
+$616K
|
+4,000
|
New
|
|
