|
526
|
Cooper Financial Group
Irvine,
California
|
$339K
|
-$10.5M
|
-97,270
|
-97%
|
|
|
527
|
Winfield Associates
Cleveland,
Ohio
|
$337K
|
–
|
–
|
–
|
|
|
528
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$337K
|
+$124K
|
+1,155
|
+58%
|
|
|
529
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$335K
|
-$38.9K
|
-361
|
-10%
|
|
|
530
|
SWMG LLC
Fort Worth,
Texas
|
$334K
|
+$94.3K
|
+876
|
+39%
|
|
|
531
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$333K
|
–
|
–
|
–
|
|
|
532
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$332K
|
-$332K
|
-3,088
|
Closed
|
|
|
533
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$330K
|
-$17.7K
|
-164
|
-5%
|
|
|
534
|
Welch & Forbes
Boston,
Massachusetts
|
$330K
|
-$10.8K
|
-100
|
-3%
|
|
|
535
|
Intellectus Partners
San Francisco,
California
|
$328K
|
-$17.2K
|
-160
|
-5%
|
|
|
536
|
C2C Wealth Management
Scottsdale,
Arizona
|
$327K
|
+$327K
|
+3,041
|
New
|
|
|
537
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$324K
|
-$3.77K
|
-35
|
-1%
|
|
|
538
|
Linscomb Wealth
Houston,
Texas
|
$319K
|
–
|
–
|
–
|
|
|
539
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$303K
|
+$265K
|
+2,460
|
+687%
|
|
|
540
|
Perella Weinberg Partners Capital Management
New York
|
$298K
|
–
|
–
|
–
|
|
|
541
|
Financial Engines Advisors
Santa Clara,
California
|
$298K
|
+$299K
|
+2,776
|
New
|
|
|
542
|
Independent Financial Group
San Diego,
California
|
$296K
|
–
|
–
|
–
|
|
|
543
|
Mackay Shields LLC
New York
|
$294K
|
–
|
–
|
–
|
|
|
544
|
Horan Securities
Cincinnati,
United States
|
$291K
|
+$291K
|
+2,704
|
New
|
|
|
545
|
|
$287K
|
-$2.49M
|
-23,126
|
-90%
|
|
|
546
|
TrueWealth Advisors
Birmingham,
Alabama
|
$287K
|
+$41.7K
|
+387
|
+17%
|
|
|
547
|
WealthPLAN Partners
Omaha,
Nebraska
|
$286K
|
-$9.9K
|
-92
|
-3%
|
|
|
548
|
Frontier Wealth Management
Kansas City,
Missouri
|
$283K
|
-$1.2M
|
-11,172
|
-81%
|
|
|
549
|
Financial Advocates Investment Management
Olympia,
Washington
|
$282K
|
-$56K
|
-520
|
-17%
|
|
|
550
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$280K
|
–
|
–
|
–
|
|
