|
501
|
Transatlantique Private Wealth
New York
|
$337K
|
+$107K
|
+764
|
+43%
|
|
|
502
|
Fisher Asset Management
Camas,
Washington
|
$336K
|
+$57.6K
|
+410
|
+19%
|
|
|
503
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$334K
|
–
|
–
|
–
|
|
|
504
|
L.J. Altfest & Co
New York
|
$331K
|
-$281
|
-2
|
-0.1%
|
|
|
505
|
Kingswood Wealth Advisors
San Diego,
California
|
$331K
|
+$88.4K
|
+629
|
+34%
|
|
|
506
|
Seed Wealth Management
Evanston,
Illinois
|
$331K
|
–
|
–
|
–
|
|
|
507
|
Avidian Wealth Enterprises
Houston,
Texas
|
$330K
|
–
|
–
|
–
|
|
|
508
|
Chapin Davis
Baltimore,
Maryland
|
$330K
|
–
|
–
|
–
|
|
|
509
|
Warner Financial
Bethesda,
Maryland
|
$329K
|
+$141
|
+1
|
+0%
|
|
|
510
|
Raffa Wealth Management
Washington,
District of Columbia
|
$328K
|
–
|
–
|
–
|
|
|
511
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$327K
|
–
|
–
|
–
|
|
|
512
|
RB Capital Management
Reno,
Nevada
|
$327K
|
+$141
|
+1
|
+0%
|
|
|
513
|
Objective Capital Management
Pepper Pike,
Ohio
|
$325K
|
-$84.3K
|
-600
|
-20%
|
|
|
514
|
|
$323K
|
+$344K
|
+2,444
|
New
|
|
|
515
|
Congress Wealth Management
Boston,
Massachusetts
|
$319K
|
+$33.9K
|
+241
|
+11%
|
|
|
516
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$319K
|
+$340K
|
+2,415
|
New
|
|
|
517
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$319K
|
–
|
–
|
–
|
|
|
518
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$317K
|
+$336K
|
+2,391
|
New
|
|
|
519
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$317K
|
-$84.3K
|
-600
|
-20%
|
|
|
520
|
Leo Wealth LLC
Hurst,
Texas
|
$317K
|
-$422
|
-3
|
-0.1%
|
|
|
521
|
HB Wealth Management
Atlanta,
Georgia
|
$315K
|
-$21.1K
|
-150
|
-6%
|
|
|
522
|
Savant Capital
Rockford,
Illinois
|
$314K
|
-$24.6K
|
-175
|
-7%
|
|
|
523
|
Bay Rivers Group
Williamsburg,
Virginia
|
$313K
|
-$11.8K
|
-84
|
-3%
|
|
|
524
|
SFE Investment Counsel
Los Angeles,
California
|
$312K
|
-$33.6K
|
-239
|
-9%
|
|
|
525
|
James J. Burns & Company
Melville,
New York
|
$311K
|
+$43.6K
|
+310
|
+15%
|
|
