|
501
|
Howard Wealth Management
Madison,
Connecticut
|
$260K
|
-$29.1K
|
-290
|
-10%
|
|
|
502
|
Linscomb Wealth
Houston,
Texas
|
$258K
|
-$75K
|
-748
|
-23%
|
|
|
503
|
Pinnacle Associates
New York
|
$258K
|
-$59.5K
|
-594
|
-19%
|
|
|
504
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$256K
|
+$256K
|
+2,550
|
New
|
|
|
505
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$255K
|
-$11.4M
|
-114,003
|
-98%
|
|
|
506
|
Investment Advisory Group
Hanover,
Massachusetts
|
$253K
|
+$253K
|
+2,520
|
New
|
|
|
507
|
Argent Trust Co
Nashville,
Tennessee
|
$251K
|
–
|
–
|
–
|
|
|
508
|
SPC Financial Inc
Rockville,
Maryland
|
$251K
|
-$20K
|
-200
|
-7%
|
|
|
509
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$251K
|
–
|
–
|
–
|
|
|
510
|
Ridgewood Investments
Springfield,
New Jersey
|
$251K
|
–
|
–
|
–
|
|
|
511
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$250K
|
+$250K
|
+2,491
|
New
|
|
|
512
|
Portside Wealth Group
Provo,
Utah
|
$249K
|
-$12.7K
|
-127
|
-5%
|
|
|
513
|
Freedom Investment Management
Hartford,
Connecticut
|
$249K
|
-$332K
|
-3,315
|
-57%
|
|
|
514
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$246K
|
+$2.91K
|
+29
|
+1%
|
|
|
515
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$244K
|
–
|
–
|
–
|
|
|
516
|
Asset Allocation Strategies
Farmington,
Michigan
|
$243K
|
-$15.9K
|
-159
|
-6%
|
|
|
517
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$243K
|
+$243K
|
+2,424
|
New
|
|
|
518
|
M&T Bank
Buffalo,
New York
|
$241K
|
-$60.8K
|
-607
|
-20%
|
|
|
519
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$241K
|
-$10K
|
-100
|
-4%
|
|
|
520
|
Concurrent Investment Advisors
Tampa,
Florida
|
$239K
|
-$27.1K
|
-270
|
-10%
|
|
|
521
|
Everpar Advisors
Tulsa,
Oklahoma
|
$239K
|
-$321K
|
-3,200
|
-57%
|
|
|
522
|
Napatree Capital
Westerly,
Rhode Island
|
$238K
|
+$3.61K
|
+36
|
+2%
|
|
|
523
|
Ruggaard & Associates
Hudson,
Ohio
|
$238K
|
+$237K
|
+2,363
|
New
|
|
|
524
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$237K
|
–
|
–
|
–
|
|
|
525
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$235K
|
–
|
–
|
–
|
|
