|
501
|
WealthPLAN Partners
Omaha,
Nebraska
|
$799K
|
+$825K
|
+12,532
|
New
|
|
|
502
|
P.A.W. Capital
Greenwich,
Connecticut
|
$798K
|
-$32.9K
|
-500
|
-4%
|
|
|
503
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$792K
|
-$3.49K
|
-53
|
-0.4%
|
|
|
504
|
Meyer Handelman Company
Rye Brook,
New York
|
$791K
|
–
|
–
|
–
|
|
|
505
|
R.H. Bluestein & Co
Birmingham,
Michigan
|
$791K
|
–
|
–
|
–
|
|
|
506
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$787K
|
–
|
–
|
–
|
|
|
507
|
Geode Capital Management
Boston,
Massachusetts
|
$785K
|
-$13.4K
|
-203
|
-2%
|
|
|
508
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$779K
|
-$101K
|
-1,537
|
-11%
|
|
|
509
|
Birmingham Capital Management
Birmingham,
Alabama
|
$778K
|
-$8.23K
|
-125
|
-1%
|
|
|
510
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$775K
|
-$56K
|
-850
|
-7%
|
|
|
511
|
Middleton & Co
Boston,
Massachusetts
|
$775K
|
–
|
–
|
–
|
|
|
512
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$774K
|
-$10.6K
|
-161
|
-1%
|
|
|
513
|
HM Payson & Co
Portland,
Maine
|
$772K
|
-$18.6K
|
-283
|
-2%
|
|
|
514
|
Round Table Services
Westfield,
New Jersey
|
$766K
|
–
|
–
|
–
|
|
|
515
|
Newport Wealth Strategies
Irvine,
California
|
$762K
|
–
|
–
|
–
|
|
|
516
|
Beach Investment Management
West Conshohocken,
Pennsylvania
|
$758K
|
+$355K
|
+5,390
|
+83%
|
|
|
517
|
Flinton Capital Management
Philadelphia,
Pennsylvania
|
$757K
|
–
|
–
|
–
|
|
|
518
|
Cambridge Trust
Cambridge,
Massachusetts
|
$756K
|
–
|
–
|
–
|
|
|
519
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$754K
|
+$367K
|
+5,571
|
+89%
|
|
|
520
|
CAZ Investments
Houston,
Texas
|
$750K
|
–
|
–
|
–
|
|
|
521
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$749K
|
-$165K
|
-2,511
|
-18%
|
|
|
522
|
Sky Investment Group
Hartford,
Connecticut
|
$747K
|
-$659
|
-10
|
-0.1%
|
|
|
523
|
Riverhead Capital Management
Wilmington,
Delaware
|
$747K
|
–
|
–
|
–
|
|
|
524
|
SVB Wealth
Boston,
Massachusetts
|
$743K
|
+$14.3K
|
+217
|
+2%
|
|
|
525
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$738K
|
-$9.88K
|
-150
|
-1%
|
|
