|
501
|
Marcum Wealth
Cleveland,
Ohio
|
$285K
|
+$17.3K
|
+307
|
+5%
|
|
|
502
|
United Asset Strategies
Garden City,
New York
|
$284K
|
+$56.3K
|
+1,000
|
+20%
|
|
|
503
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$282K
|
-$72.9K
|
-1,296
|
-18%
|
|
|
504
|
Trivium Point Advisory
Westport,
Connecticut
|
$282K
|
–
|
–
|
–
|
|
|
505
|
Telemetry Investments
New York
|
$282K
|
+$338K
|
+6,000
|
New
|
|
|
506
|
Prospera Financial Services
Dallas,
Texas
|
$280K
|
+$47.3K
|
+840
|
+16%
|
|
|
507
|
InterOcean Capital Group
Nashville,
Tennessee
|
$278K
|
+$333K
|
+5,920
|
New
|
|
|
508
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$277K
|
+$44.2K
|
+785
|
+15%
|
|
|
509
|
Whittier Trust
South Pasadena,
California
|
$276K
|
+$281K
|
+5,000
|
+581%
|
|
|
510
|
Kore Private Wealth
New York
|
$274K
|
+$327K
|
+5,817
|
New
|
|
|
511
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$274K
|
+$328K
|
+5,827
|
New
|
|
|
512
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$270K
|
+$15.8K
|
+280
|
+5%
|
|
|
513
|
Zions Bancorporation
Salt Lake City,
Utah
|
$268K
|
+$72K
|
+1,279
|
+29%
|
|
|
514
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$267K
|
+$27.5K
|
+488
|
+9%
|
|
|
515
|
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
|
$266K
|
–
|
–
|
–
|
|
|
516
|
Koshinski Asset Management
Decatur,
Illinois
|
$261K
|
-$86.9K
|
-1,545
|
-22%
|
|
|
517
|
Roberts Wealth Advisors
Palo Alto,
California
|
$258K
|
–
|
–
|
–
|
|
|
518
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$258K
|
+$29.3K
|
+520
|
+10%
|
|
|
519
|
Circle Wealth Management
Summit,
New Jersey
|
$256K
|
-$45.6K
|
-810
|
-13%
|
|
|
520
|
Clear Perspective Advisors
Aurora,
Illinois
|
$256K
|
+$307K
|
+5,450
|
New
|
|
|
521
|
Rothschild Investment LLC
Chicago,
Illinois
|
$252K
|
-$47.8K
|
-850
|
-14%
|
|
|
522
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$251K
|
+$300K
|
+5,335
|
New
|
|
|
523
|
|
$250K
|
+$297K
|
+5,282
|
New
|
|
|
524
|
SSI Investment Management
Los Angeles,
California
|
$250K
|
+$299K
|
+5,308
|
New
|
|
|
525
|
Ausdal Financial Partners
Davenport,
Iowa
|
$249K
|
-$26.8K
|
-477
|
-8%
|
|
