|
476
|
M Holdings Securities
Portland,
Oregon
|
$325K
|
+$320K
|
+1,237
|
New
|
|
|
477
|
IFP Advisors
Tampa,
Florida
|
$321K
|
+$119K
|
+461
|
+30%
|
|
|
478
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$320K
|
+$315K
|
+1,218
|
New
|
|
|
479
|
MONECO Advisors
Fairfield,
Connecticut
|
$319K
|
+$518
|
+2
|
+0.2%
|
|
|
480
|
Forum Financial Management
Lombard,
Illinois
|
$319K
|
+$24.6K
|
+95
|
+8%
|
|
|
481
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$316K
|
–
|
–
|
–
|
|
|
482
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$315K
|
-$23.6K
|
-91
|
-7%
|
|
|
483
|
Patten Group
Chattanooga,
Tennessee
|
$314K
|
-$79.2K
|
-306
|
-20%
|
|
|
484
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$312K
|
-$3.81M
|
-14,712
|
-93%
|
|
|
485
|
New England Guild Wealth Advisors
Avon,
Connecticut
|
$311K
|
–
|
–
|
–
|
|
|
486
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$310K
|
+$305K
|
+1,180
|
New
|
|
|
487
|
Cobblestone Capital Advisors
Rochester,
New York
|
$306K
|
+$81.5K
|
+315
|
+37%
|
|
|
488
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$305K
|
+$39.1K
|
+151
|
+15%
|
|
|
489
|
Private Capital Group
West Hartford,
Connecticut
|
$304K
|
-$16.8K
|
-65
|
-5%
|
|
|
490
|
My Personal CFO LLC
Vancouver,
Washington
|
$303K
|
-$12.9K
|
-50
|
-4%
|
|
|
491
|
Cubic Asset Management
Boston,
Massachusetts
|
$300K
|
–
|
–
|
–
|
|
|
492
|
Plancorp LLC
Saint Louis,
Missouri
|
$300K
|
–
|
–
|
–
|
|
|
493
|
First Command Bank
Fort Worth,
Texas
|
$299K
|
–
|
–
|
–
|
|
|
494
|
First Command Financial Services
Fort Worth,
Texas
|
$299K
|
–
|
–
|
–
|
|
|
495
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$298K
|
-$7.77K
|
-30
|
-3%
|
|
|
496
|
Spire Wealth Management
Mclean,
Virginia
|
$298K
|
+$20.7K
|
+80
|
+8%
|
|
|
497
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$291K
|
-$256K
|
-988
|
-47%
|
|
|
498
|
Zacks Investment Management
Chicago,
Illinois
|
$289K
|
-$3.54M
|
-13,688
|
-93%
|
|
|
499
|
AHL Investment Management
Winter Park,
Florida
|
$289K
|
–
|
–
|
–
|
|
|
500
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$288K
|
–
|
–
|
–
|
|
