|
1026
|
Freedom Investment Management
Hartford,
Connecticut
|
$436K
|
+$486K
|
+3,259
|
New
|
|
|
1027
|
Fisher Asset Management
Camas,
Washington
|
$434K
|
-$128K
|
-856
|
-21%
|
|
|
1028
|
Flaharty Asset Management
Clearwater,
Florida
|
$432K
|
-$12.4K
|
-83
|
-3%
|
|
|
1029
|
Wealth Architects
Mountain View,
California
|
$432K
|
-$10.1K
|
-68
|
-2%
|
|
|
1030
|
Poplar Forest Capital
Pasadena,
California
|
$431K
|
–
|
–
|
–
|
|
|
1031
|
|
$430K
|
-$12.1K
|
-81
|
-2%
|
|
|
1032
|
Concentric Wealth Management
Lafayette,
California
|
$430K
|
+$18.5K
|
+124
|
+4%
|
|
|
1033
|
Next Financial Group
Houston,
Texas
|
$430K
|
+$402K
|
+2,692
|
+519%
|
|
|
1034
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$427K
|
+$476K
|
+3,191
|
New
|
|
|
1035
|
BigSur Wealth Management
Miami,
Florida
|
$426K
|
–
|
–
|
–
|
|
|
1036
|
Cypress Capital Group
Palm Beach,
Florida
|
$425K
|
+$222K
|
+1,485
|
+88%
|
|
|
1037
|
Karpus Investment Management
Pittsford,
New York
|
$423K
|
+$472K
|
+3,160
|
New
|
|
|
1038
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$418K
|
-$2.22M
|
-14,892
|
-83%
|
|
|
1039
|
Harrington Investments
Napa,
California
|
$414K
|
-$14.9K
|
-100
|
-3%
|
|
|
1040
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$414K
|
-$4.63K
|
-31
|
-1%
|
|
|
1041
|
Donaldson Capital Management
Evansville,
Indiana
|
$413K
|
-$30.4K
|
-204
|
-6%
|
|
|
1042
|
Pioneer Trust Bank
Salem,
Oregon
|
$413K
|
–
|
–
|
–
|
|
|
1043
|
Miramar Capital
Northbrook,
Illinois
|
$413K
|
+$403K
|
+2,700
|
New
|
|
|
1044
|
Bristlecone Advisors
Bellevue,
Washington
|
$408K
|
-$9.7K
|
-65
|
-2%
|
|
|
1045
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$407K
|
+$70.9K
|
+475
|
+19%
|
|
|
1046
|
One Capital Management
Westlake Village,
California
|
$406K
|
-$746
|
-5
|
-0.2%
|
|
|
1047
|
Linscomb Wealth
Houston,
Texas
|
$405K
|
+$41K
|
+275
|
+10%
|
|
|
1048
|
Meridian Wealth Management
Lexington,
Kentucky
|
$403K
|
-$175K
|
-1,176
|
-28%
|
|
|
1049
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$403K
|
+$45.5K
|
+305
|
+11%
|
|
|
1050
|
Loeb Partners Corp
New York
|
$402K
|
–
|
–
|
–
|
|
