|
401
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$210K
|
+$196K
|
+805
|
New
|
|
|
402
|
Martin Investment Management
Palm Beach Gardens,
Florida
|
$206K
|
+$191K
|
+787
|
New
|
|
|
403
|
|
$189K
|
+$140K
|
+574
|
+393%
|
|
|
404
|
Spire Wealth Management
Mclean,
Virginia
|
$188K
|
–
|
–
|
–
|
|
|
405
|
Steph & Co
Marinette,
Wisconsin
|
$167K
|
+$21.6K
|
+89
|
+16%
|
|
|
406
|
Harbour Investments
Madison,
Wisconsin
|
$165K
|
-$6.56K
|
-27
|
-4%
|
|
|
407
|
Geneos Wealth Management
Englewood,
Colorado
|
$159K
|
+$14.6K
|
+60
|
+11%
|
|
|
408
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$156K
|
-$53K
|
-218
|
-27%
|
|
|
409
|
Bollard Group
Boston,
Massachusetts
|
$153K
|
–
|
–
|
–
|
|
|
410
|
Belpointe Asset Management
Reno,
Nevada
|
$125K
|
+$115K
|
+475
|
New
|
|
|
411
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$123K
|
–
|
–
|
–
|
|
|
412
|
Arax Advisory Partners
Denver,
Colorado
|
$118K
|
+$49.1K
|
+202
|
+82%
|
|
|
413
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$114K
|
–
|
–
|
–
|
|
|
414
|
Rockefeller Capital Management
New York
|
$112K
|
+$25.5K
|
+105
|
+32%
|
|
|
415
|
Alpha Paradigm Partners
Chicago,
Illinois
|
$98K
|
-$1.2M
|
-4,932
|
-93%
|
|
|
416
|
SignatureFD
Atlanta,
Georgia
|
$96K
|
+$14.8K
|
+61
|
+20%
|
|
|
417
|
First Bank & Trust
Brookings,
South Dakota
|
$95K
|
+$88.5K
|
+364
|
New
|
|
|
418
|
Freedman Financial Associates
Peabody,
Massachusetts
|
$90K
|
–
|
–
|
–
|
|
|
419
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$89K
|
+$82.6K
|
+340
|
New
|
|
|
420
|
FourThought Financial
Venice,
Florida
|
$84K
|
–
|
–
|
–
|
|
|
421
|
Dark Forest Capital Management
San Juan,
Puerto Rico
|
$80K
|
-$90.4K
|
-372
|
-55%
|
|
|
422
|
Financial Management Professionals
Austin,
Texas
|
$75K
|
-$17K
|
-70
|
-20%
|
|
|
423
|
TimeScale Financial
Danvers,
Massachusetts
|
$74K
|
–
|
–
|
–
|
|
|
424
|
South Dakota Investment Council
Sioux Falls,
South Dakota
|
$68K
|
+$63.4K
|
+261
|
New
|
|
|
425
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$62K
|
–
|
–
|
–
|
|
