|
501
|
Transatlantique Private Wealth
New York
|
$710K
|
+$177K
|
+5,629
|
+32%
|
|
|
502
|
Wealthspire Advisors (New York)
New York
|
$708K
|
-$423K
|
-13,426
|
-37%
|
|
|
503
|
Strategic Financial Partners
Bend,
Oregon
|
$708K
|
-$18.6K
|
-590
|
-2%
|
|
|
504
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$706K
|
-$6.34K
|
-201
|
-0.9%
|
|
|
505
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$704K
|
–
|
–
|
–
|
|
|
506
|
Sincerus Advisory
New York
|
$694K
|
+$4.1K
|
+130
|
+0.6%
|
|
|
507
|
Fidelity Investments
Boston,
Massachusetts
|
$692K
|
+$247K
|
+7,836
|
+53%
|
|
|
508
|
Dover Advisors
Richmond,
Virginia
|
$691K
|
+$46.6K
|
+1,477
|
+7%
|
|
|
509
|
Summit Wealth Partners
Orlando,
Florida
|
$684K
|
+$662
|
+21
|
+0.1%
|
|
|
510
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$677K
|
+$6.02K
|
+191
|
+0.9%
|
|
|
511
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$673K
|
–
|
–
|
–
|
|
|
512
|
Bard Associates
Chicago,
Illinois
|
$671K
|
+$45.1K
|
+1,432
|
+7%
|
|
|
513
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$668K
|
-$109K
|
-3,450
|
-14%
|
|
|
514
|
Sonata Capital Group
Seattle,
Washington
|
$668K
|
+$820
|
+26
|
+0.1%
|
|
|
515
|
City State Bank
Norwalk,
Iowa
|
$666K
|
+$6.3K
|
+200
|
+0.9%
|
|
|
516
|
HUB Investment Partners
Austin,
Texas
|
$662K
|
-$1.58K
|
-50
|
-0.2%
|
|
|
517
|
Arete Wealth Advisors
Chicago,
Illinois
|
$662K
|
+$247K
|
+7,843
|
+57%
|
|
|
518
|
Red Spruce Capital
Berwyn,
Pennsylvania
|
$661K
|
-$51.7K
|
-1,639
|
-7%
|
|
|
519
|
Cornerstone Capital
Palo Alto,
California
|
$659K
|
+$101K
|
+3,196
|
+18%
|
|
|
520
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$657K
|
-$247K
|
-7,827
|
-27%
|
|
|
521
|
Bay Colony Advisors
Concord,
Massachusetts
|
$653K
|
-$27.1K
|
-860
|
-4%
|
|
|
522
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$650K
|
-$278K
|
-8,831
|
-29%
|
|
|
523
|
Western Wealth Management
Golden,
Colorado
|
$646K
|
-$1.02M
|
-32,315
|
-61%
|
|
|
524
|
Farther Finance Advisors
San Francisco,
California
|
$645K
|
-$57.2K
|
-1,814
|
-8%
|
|
|
525
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$645K
|
–
|
–
|
–
|
|
