|
801
|
Matthew Hamilton Rosenberg
|
$340K
|
–
|
–
|
–
|
|
|
802
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$339K
|
-$1.29M
|
-7,767
|
-80%
|
|
|
803
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$338K
|
-$279K
|
-1,681
|
-47%
|
|
|
804
|
Karpas Strategies
Litchfield,
Connecticut
|
$338K
|
–
|
–
|
–
|
|
|
805
|
Destiny Wealth Partners
Tavares,
Florida
|
$337K
|
-$201K
|
-1,212
|
-39%
|
|
|
806
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$337K
|
+$319K
|
+1,918
|
New
|
|
|
807
|
CoreCap Advisors
Southfield,
Michigan
|
$336K
|
-$245K
|
-1,473
|
-44%
|
|
|
808
|
Maryland Capital Management
Towson,
Maryland
|
$336K
|
-$12.5K
|
-75
|
-4%
|
|
|
809
|
Wellington Shields & Co
New York
|
$334K
|
-$7.98K
|
-48
|
-2%
|
|
|
810
|
Constitution Capital
Shelton,
Connecticut
|
$333K
|
–
|
–
|
–
|
|
|
811
|
Avior Wealth Management
Omaha,
Nebraska
|
$332K
|
-$64.2K
|
-386
|
-17%
|
|
|
812
|
Advisory Alpha
Holland,
Michigan
|
$331K
|
-$2.33K
|
-14
|
-0.7%
|
|
|
813
|
Bank of Hawaii
Honolulu,
Hawaii
|
$329K
|
+$11.3K
|
+68
|
+4%
|
|
|
814
|
GW & Wade
Wellesley,
Massachusetts
|
$329K
|
+$41.6K
|
+250
|
+15%
|
|
|
815
|
Alpine Global Management
New York
|
$327K
|
-$309K
|
-1,860
|
-50%
|
|
|
816
|
Phocas Financial Corp
Alameda,
California
|
$327K
|
–
|
–
|
–
|
|
|
817
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$325K
|
+$105K
|
+629
|
+51%
|
|
|
818
|
Pearl River Capital
Niles,
Michigan
|
$320K
|
+$303K
|
+1,823
|
New
|
|
|
819
|
North Star Investment Management
Chicago,
Illinois
|
$318K
|
–
|
–
|
–
|
|
|
820
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$317K
|
-$33.2K
|
-200
|
-10%
|
|
|
821
|
First Personal Financial Services
Charlotte,
North Carolina
|
$316K
|
–
|
–
|
–
|
|
|
822
|
Clearstead Advisors
Cleveland,
Ohio
|
$316K
|
+$665
|
+4
|
+0.2%
|
|
|
823
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$315K
|
+$49.9K
|
+300
|
+20%
|
|
|
824
|
Choreo LLC
Rockford,
Illinois
|
$314K
|
–
|
–
|
–
|
|
|
825
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$312K
|
-$12K
|
-72
|
-4%
|
|
