|
501
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$350K
|
-$334K
|
-1,415
|
-50%
|
|
|
502
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$350K
|
–
|
–
|
–
|
|
|
503
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$350K
|
–
|
–
|
–
|
|
|
504
|
|
$349K
|
-$3.12M
|
-13,211
|
-90%
|
|
|
505
|
Empowered Funds
Havertown,
Pennsylvania
|
$347K
|
+$331K
|
+1,403
|
New
|
|
|
506
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$347K
|
-$9.2K
|
-39
|
-3%
|
|
|
507
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$345K
|
–
|
–
|
–
|
|
|
508
|
Simplex Trading
Chicago,
Illinois
|
$344K
|
+$106K
|
+450
|
+48%
|
|
|
509
|
WPWealth
Fort Worth,
Texas
|
$344K
|
-$251K
|
-1,063
|
-43%
|
|
|
510
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$342K
|
+$14.6K
|
+62
|
+5%
|
|
|
511
|
Focused Wealth Management
Newburgh,
New York
|
$335K
|
-$19.4K
|
-82
|
-6%
|
|
|
512
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$333K
|
-$61.4K
|
-260
|
-16%
|
|
|
513
|
Personal CFO Solutions
Chester,
New Jersey
|
$330K
|
-$27.6K
|
-117
|
-8%
|
|
|
514
|
Private Trust Company
Cleveland,
Ohio
|
$329K
|
-$57.1K
|
-242
|
-15%
|
|
|
515
|
Spinnaker Trust
Portland,
Maine
|
$327K
|
–
|
–
|
–
|
|
|
516
|
Brookstone Capital Management
Wheaton,
Illinois
|
$321K
|
-$121K
|
-512
|
-28%
|
|
|
517
|
Seneca House Advisors
Richmond,
Virginia
|
$319K
|
-$20.8K
|
-88
|
-6%
|
|
|
518
|
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
|
$318K
|
-$5.19K
|
-22
|
-2%
|
|
|
519
|
Romano Brothers & Co
Evanston,
Illinois
|
$317K
|
–
|
–
|
–
|
|
|
520
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$316K
|
-$6.44M
|
-27,275
|
-96%
|
|
|
521
|
Raymond James Trust
St. Petersburg,
Florida
|
$315K
|
+$301K
|
+1,274
|
New
|
|
|
522
|
Tompkins Financial
Ithaca,
New York
|
$311K
|
-$4.01K
|
-17
|
-1%
|
|
|
523
|
Simon Quick Advisors
Morristown,
New Jersey
|
$309K
|
+$944
|
+4
|
+0.3%
|
|
|
524
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$305K
|
-$297K
|
-1,259
|
-51%
|
|
|
525
|
BOS Asset Management
Springfield,
Illinois
|
$304K
|
-$68K
|
-288
|
-19%
|
|
