|
526
|
Global Retirement Partners
San Rafael,
California
|
$467K
|
+$188K
|
+7,648
|
+69%
|
|
|
527
|
DDD Partners
Bellevue,
Washington
|
$466K
|
-$152K
|
-6,180
|
-25%
|
|
|
528
|
Waterfront Wealth
Overland Park,
Kansas
|
$464K
|
+$885
|
+36
|
+0.2%
|
|
|
529
|
Destiny Wealth Partners
Tavares,
Florida
|
$464K
|
+$22.8K
|
+928
|
+5%
|
|
|
530
|
LexAurum Advisors
Overland Park,
Kansas
|
$464K
|
+$458K
|
+18,620
|
New
|
|
|
531
|
Equitable Holdings
New York
|
$456K
|
+$40.7K
|
+1,656
|
+10%
|
|
|
532
|
Secure Asset Management
Troy,
Michigan
|
$453K
|
-$81.1K
|
-3,296
|
-15%
|
|
|
533
|
BOK Financial Private Wealth
Denver,
Colorado
|
$453K
|
-$39.5K
|
-1,608
|
-8%
|
|
|
534
|
West Oak Capital
Westlake Village,
California
|
$449K
|
-$38K
|
-1,544
|
-8%
|
|
|
535
|
Carlson Capital Management
Northfield,
Minnesota
|
$448K
|
-$14.3K
|
-580
|
-3%
|
|
|
536
|
Spectrum Management Group
Indianapolis,
Indiana
|
$445K
|
-$46K
|
-1,872
|
-9%
|
|
|
537
|
Blossom Wealth Management
San Ramon, Ca,
California
|
$444K
|
+$118K
|
+4,792
|
+37%
|
|
|
538
|
Parsons Capital Management
Providence,
Rhode Island
|
$443K
|
-$3.84K
|
-156
|
-0.9%
|
|
|
539
|
L.J. Altfest & Co
New York
|
$439K
|
-$4.33K
|
-176
|
-1%
|
|
|
540
|
Hendershot Investments
Centreville,
Virginia
|
$437K
|
+$8.46K
|
+344
|
+2%
|
|
|
541
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$436K
|
+$425K
|
+17,280
|
New
|
|
|
542
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$426K
|
+$98
|
+4
|
+0%
|
|
|
543
|
WealthSource Partners
San Luis Obispo,
California
|
$426K
|
+$45.7K
|
+1,860
|
+12%
|
|
|
544
|
Penobscot Investment Management
Boston,
Massachusetts
|
$424K
|
–
|
–
|
–
|
|
|
545
|
Sage Rhino Capital
Menlo Park,
California
|
$424K
|
–
|
–
|
–
|
|
|
546
|
Family Management
New York
|
$424K
|
+$46K
|
+1,872
|
+12%
|
|
|
547
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$420K
|
+$414K
|
+16,852
|
New
|
|
|
548
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$419K
|
+$54.5K
|
+2,216
|
+15%
|
|
|
549
|
Bank of New York Mellon
New York
|
$411K
|
–
|
–
|
–
|
|
|
550
|
Boltwood Capital Management
Walnut Creek,
California
|
$409K
|
+$2.46K
|
+100
|
+0.6%
|
|
