|
801
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$785K
|
-$22.8K
|
-3,760
|
-3%
|
|
|
802
|
Carret Asset Management
New York
|
$784K
|
+$510K
|
+84,000
|
+174%
|
|
|
803
|
IPG Investment Advisors
San Diego,
California
|
$782K
|
+$17K
|
+2,800
|
+2%
|
|
|
804
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$776K
|
-$375K
|
-61,720
|
-32%
|
|
|
805
|
Calton & Associates
Tampa,
Florida
|
$774K
|
-$428K
|
-70,480
|
-37%
|
|
|
806
|
Newport Wealth Strategies
Irvine,
California
|
$766K
|
+$301K
|
+49,600
|
+62%
|
|
|
807
|
IQ EQ Fund Management
Dublin 2,
Ireland
|
$763K
|
+$783K
|
+128,840
|
New
|
|
|
808
|
USA Financial Formulas
Ada,
Michigan
|
$760K
|
-$4.86K
|
-800
|
-0.6%
|
|
|
809
|
Colony Group
Boston,
Massachusetts
|
$757K
|
+$31.3K
|
+5,160
|
+4%
|
|
|
810
|
RWA Wealth Partners
Newton,
Massachusetts
|
$753K
|
+$758K
|
+124,800
|
+5,200%
|
|
|
811
|
SWS Partners
Columbus,
Ohio
|
$745K
|
+$151K
|
+24,880
|
+25%
|
|
|
812
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$741K
|
-$48.4K
|
-7,960
|
-6%
|
|
|
813
|
Gladius Capital Management
Chicago,
Illinois
|
$737K
|
+$756K
|
+124,360
|
New
|
|
|
814
|
Pettee Investors
Rowayton,
Connecticut
|
$736K
|
–
|
–
|
–
|
|
|
815
|
|
$734K
|
-$122K
|
-20,000
|
-14%
|
|
|
816
|
Good Life Advisors
Reading,
Pennsylvania
|
$734K
|
+$70.5K
|
+11,600
|
+10%
|
|
|
817
|
BTC Capital Management
Des Moines,
Iowa
|
$731K
|
-$8.26K
|
-1,360
|
-1%
|
|
|
818
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$730K
|
+$749K
|
+123,280
|
New
|
|
|
819
|
BBVA USA Bancshares
Houston,
Texas
|
$728K
|
+$262K
|
+43,120
|
+54%
|
|
|
820
|
Successful Portfolios
Clearwater,
Florida
|
$720K
|
-$25.8K
|
-4,240
|
-3%
|
|
|
821
|
First Merchants Corp
Muncie,
Indiana
|
$715K
|
-$7.29K
|
-1,200
|
-1%
|
|
|
822
|
Mission Wealth Management
Santa Barbara,
California
|
$715K
|
+$257K
|
+42,280
|
+54%
|
|
|
823
|
Truist Financial
Charlotte,
North Carolina
|
$714K
|
+$164K
|
+27,040
|
+29%
|
|
|
824
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$711K
|
-$170K
|
-28,000
|
-19%
|
|
|
825
|
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
|
$711K
|
–
|
–
|
–
|
|
