|
301
|
Neuberger Berman Group
New York
|
$529K
|
–
|
–
|
–
|
|
|
302
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$523K
|
–
|
–
|
–
|
|
|
303
|
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
|
$519K
|
+$519K
|
+5,390
|
New
|
|
|
304
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$513K
|
+$119K
|
+1,231
|
+30%
|
|
|
305
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$512K
|
–
|
–
|
–
|
|
|
306
|
CIBC Bancorp USA
Chicago,
Illinois
|
$508K
|
+$269K
|
+2,793
|
+113%
|
|
|
307
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$500K
|
-$432K
|
-4,485
|
-46%
|
|
|
308
|
Eddie Patel Inc
Chicago,
Illinois
|
$488K
|
-$1.26M
|
-13,104
|
-72%
|
|
|
309
|
CoreCap Advisors
Southfield,
Michigan
|
$481K
|
-$297K
|
-3,084
|
-38%
|
|
|
310
|
PFG Investments
Woodbury,
New York
|
$475K
|
+$32.3K
|
+335
|
+7%
|
|
|
311
|
Coldstream Capital Management
Bellevue,
Washington
|
$475K
|
–
|
–
|
–
|
|
|
312
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$473K
|
–
|
–
|
–
|
|
|
313
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$468K
|
+$126K
|
+1,309
|
+37%
|
|
|
314
|
Private Trust Company
Cleveland,
Ohio
|
$468K
|
+$35.4K
|
+368
|
+8%
|
|
|
315
|
Fullerton Advisors
Danville,
California
|
$444K
|
-$11.8K
|
-122
|
-3%
|
|
|
316
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$441K
|
+$16.4K
|
+170
|
+4%
|
|
|
317
|
Global Assets Advisory
Orlando,
Florida
|
$441K
|
+$443K
|
+4,596
|
New
|
|
|
318
|
Financial Services Advisory
Rockville,
Maryland
|
$432K
|
+$73.4K
|
+762
|
+21%
|
|
|
319
|
Merit Financial Group
Alpharetta,
Georgia
|
$429K
|
-$18.2M
|
-188,513
|
-98%
|
|
|
320
|
October Effect
Virginia Beach,
Virginia
|
$425K
|
+$109K
|
+1,128
|
+34%
|
|
|
321
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$420K
|
–
|
–
|
–
|
|
|
322
|
Rialto Wealth Management
Syracuse,
New York
|
$419K
|
-$254K
|
-2,637
|
-38%
|
|
|
323
|
Single Point Partners
Boston,
Massachusetts
|
$419K
|
-$6.74K
|
-70
|
-2%
|
|
|
324
|
Hancock Whitney
Gulfport,
Mississippi
|
$417K
|
+$13.4K
|
+139
|
+3%
|
|
|
325
|
Regatta Research & Money Management
Metairie,
Louisiana
|
$415K
|
+$415K
|
+4,311
|
New
|
|
