|
301
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$240K
|
–
|
–
|
–
|
|
|
302
|
Mission Creek Capital Partners
San Francisco,
California
|
$240K
|
–
|
–
|
–
|
|
|
303
|
NWAM LLC
Mercer Island,
Washington
|
$240K
|
–
|
–
|
–
|
|
|
304
|
Franklin Resources
San Mateo,
California
|
$226K
|
-$68.7K
|
-1,000
|
-23%
|
|
|
305
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$226K
|
–
|
–
|
–
|
|
|
306
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$225K
|
–
|
–
|
–
|
|
|
307
|
Carret Asset Management
New York
|
$223K
|
+$222K
|
+3,235
|
New
|
|
|
308
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$221K
|
+$220K
|
+3,205
|
New
|
|
|
309
|
Abound Wealth Management
Franklin,
Tennessee
|
$215K
|
+$215K
|
+3,125
|
New
|
|
|
310
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$211K
|
–
|
–
|
–
|
|
|
311
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$211K
|
+$10.3K
|
+150
|
+5%
|
|
|
312
|
RB Capital Management
Reno,
Nevada
|
$210K
|
+$24K
|
+350
|
+13%
|
|
|
313
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$208K
|
+$207K
|
+3,015
|
New
|
|
|
314
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$202K
|
–
|
–
|
–
|
|
|
315
|
First National Trust
Hermitage,
Pennsylvania
|
$201K
|
+$201K
|
+2,920
|
New
|
|
|
316
|
SOA Wealth Advisors
New York
|
$199K
|
+$198K
|
+2,885
|
New
|
|
|
317
|
Avior Wealth Management
Omaha,
Nebraska
|
$145K
|
-$37.1K
|
-540
|
-20%
|
|
|
318
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$144K
|
–
|
–
|
–
|
|
|
319
|
Cambridge Trust
Cambridge,
Massachusetts
|
$138K
|
+$137K
|
+2,000
|
New
|
|
|
320
|
CenterStar Asset Management
Chicago,
Illinois
|
$134K
|
–
|
–
|
–
|
|
|
321
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$127K
|
-$98.5K
|
-1,435
|
-44%
|
|
|
322
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$121K
|
+$86.5K
|
+1,260
|
+255%
|
|
|
323
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$108K
|
-$93.7K
|
-1,365
|
-47%
|
|
|
324
|
Activest Wealth Management
Aventure,
Florida
|
$105K
|
+$104K
|
+1,515
|
New
|
|
|
325
|
Running Point Capital Advisors
El Segundo,
California
|
$100K
|
–
|
–
|
–
|
|
