|
501
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$456K
|
-$56.3K
|
-665
|
-11%
|
|
|
502
|
Newport Wealth Strategies
Irvine,
California
|
$454K
|
+$29.7K
|
+350
|
+7%
|
|
|
503
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$453K
|
-$5.61M
|
-66,240
|
-94%
|
|
|
504
|
SPC Financial Inc
Rockville,
Maryland
|
$449K
|
+$450K
|
+5,311
|
New
|
|
|
505
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$448K
|
+$449K
|
+5,294
|
New
|
|
|
506
|
Brio Consultants
San Francisco,
California
|
$443K
|
-$125K
|
-1,470
|
-22%
|
|
|
507
|
Evanson Asset Management
Carmel,
California
|
$442K
|
+$763
|
+9
|
+0.2%
|
|
|
508
|
Lee Capital Holdings
New York
|
$440K
|
+$441K
|
+5,201
|
New
|
|
|
509
|
Wintrust Investments
Chicago,
Illinois
|
$439K
|
+$440K
|
+5,189
|
New
|
|
|
510
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$438K
|
+$437K
|
+5,160
|
New
|
|
|
511
|
WealthOne
Albany,
New York
|
$437K
|
+$47.6K
|
+562
|
+12%
|
|
|
512
|
SteelPeak Wealth
Woodland Hills,
California
|
$430K
|
+$431K
|
+5,083
|
New
|
|
|
513
|
Rockefeller Capital Management
New York
|
$428K
|
+$187K
|
+2,208
|
+78%
|
|
|
514
|
Silverleafe Capital Partners
Germantown,
Tennessee
|
$427K
|
+$427K
|
+5,044
|
New
|
|
|
515
|
GM Advisory Group
Melville,
New York
|
$423K
|
+$169K
|
+1,996
|
+66%
|
|
|
516
|
Successful Portfolios
Clearwater,
Florida
|
$421K
|
–
|
–
|
–
|
|
|
517
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$420K
|
+$177K
|
+2,089
|
+73%
|
|
|
518
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$413K
|
+$279K
|
+3,292
|
+206%
|
|
|
519
|
Epstein & White Financial
San Diego,
California
|
$412K
|
-$2.07M
|
-24,433
|
-83%
|
|
|
520
|
Parallel Advisors
San Francisco,
California
|
$407K
|
+$60.1K
|
+709
|
+17%
|
|
|
521
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$406K
|
+$593
|
+7
|
+0.1%
|
|
|
522
|
Homrich & Berg
Atlanta,
Georgia
|
$401K
|
-$113K
|
-1,337
|
-22%
|
|
|
523
|
Franklin Resources
San Mateo,
California
|
$401K
|
–
|
–
|
–
|
|
|
524
|
Meridian Management
Little Rock,
Arkansas
|
$395K
|
–
|
–
|
–
|
|
|
525
|
Sonata Capital Group
Seattle,
Washington
|
$389K
|
–
|
–
|
–
|
|
