|
426
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$345K
|
–
|
–
|
–
|
|
|
427
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$344K
|
-$820K
|
-44,277
|
-70%
|
|
|
428
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$343K
|
+$331K
|
+17,853
|
New
|
|
|
429
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$341K
|
-$1.83K
|
-99
|
-0.6%
|
|
|
430
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$336K
|
+$38.2K
|
+2,061
|
+13%
|
|
|
431
|
Rock Point Advisors
Burlington,
Vermont
|
$335K
|
+$29.5K
|
+1,590
|
+10%
|
|
|
432
|
Armbruster Capital Management
Pittsford,
New York
|
$331K
|
-$57.2K
|
-3,087
|
-15%
|
|
|
433
|
Avantax Advisory Services
Dallas,
Texas
|
$331K
|
+$331K
|
+17,847
|
New
|
|
|
434
|
MBE Wealth Management
Tomah,
Wisconsin
|
$329K
|
–
|
–
|
–
|
|
|
435
|
IEQ Capital
Foster City,
California
|
$325K
|
–
|
–
|
–
|
|
|
436
|
Pachira Investments
Dana Point,
California
|
$321K
|
–
|
–
|
–
|
|
|
437
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$320K
|
+$56
|
+3
|
+0%
|
|
|
438
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$318K
|
-$2.61K
|
-141
|
-0.8%
|
|
|
439
|
Bouchey Financial Group
Troy,
New York
|
$306K
|
+$55.7K
|
+3,006
|
+22%
|
|
|
440
|
Destination Wealth Management
Walnut Creek,
California
|
$305K
|
+$29.6K
|
+1,596
|
+11%
|
|
|
441
|
Well Done LLC
Holland,
Michigan
|
$301K
|
-$3.89K
|
-210
|
-1%
|
|
|
442
|
AllianceBernstein
Nashville,
Tennessee
|
$301K
|
–
|
–
|
–
|
|
|
443
|
Penobscot Investment Management
Boston,
Massachusetts
|
$301K
|
+$38.9K
|
+2,100
|
+15%
|
|
|
444
|
Wealth Quarterback
Toms River,
New Jersey
|
$300K
|
–
|
–
|
–
|
|
|
445
|
Parametric Portfolio Associates
Seattle,
Washington
|
$299K
|
-$18.7K
|
-1,008
|
-6%
|
|
|
446
|
Peak Asset Management
Louisville,
Colorado
|
$297K
|
-$30K
|
-1,620
|
-9%
|
|
|
447
|
Boltwood Capital Management
Walnut Creek,
California
|
$297K
|
-$5.56K
|
-300
|
-2%
|
|
|
448
|
Fidelity Investments
Boston,
Massachusetts
|
$293K
|
+$171K
|
+9,237
|
+140%
|
|
|
449
|
Trexquant Investment
Stamford,
Connecticut
|
$286K
|
+$287K
|
+15,471
|
New
|
|
|
450
|
WESPAC Advisors
Orinda,
California
|
$282K
|
+$11.8K
|
+636
|
+4%
|
|
