|
301
|
Fidelity Investments
Boston,
Massachusetts
|
$621K
|
+$501K
|
+21,222
|
+393%
|
|
|
302
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$612K
|
–
|
–
|
–
|
|
|
303
|
Grimes & Company
Westborough,
Massachusetts
|
$612K
|
-$170M
|
-7,220,360
|
-100%
|
|
|
304
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$606K
|
+$86.9K
|
+3,684
|
+17%
|
|
|
305
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$592K
|
-$12.1K
|
-514
|
-2%
|
|
|
306
|
Atria Investments
Charlotte,
North Carolina
|
$583K
|
-$870K
|
-36,874
|
-60%
|
|
|
307
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$582K
|
-$1.22M
|
-51,823
|
-68%
|
|
|
308
|
Western Wealth Management
Golden,
Colorado
|
$581K
|
+$254K
|
+10,781
|
+76%
|
|
|
309
|
TMB Capital Partners
Little Rock,
Arkansas
|
$574K
|
+$21.8K
|
+923
|
+4%
|
|
|
310
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$570K
|
+$577K
|
+24,437
|
New
|
|
|
311
|
Index Fund Advisors
Irvine,
California
|
$568K
|
+$16.5K
|
+700
|
+3%
|
|
|
312
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$566K
|
+$130K
|
+5,530
|
+29%
|
|
|
313
|
Sandro Wealth Management
Fairfield,
New Jersey
|
$560K
|
+$203K
|
+8,596
|
+56%
|
|
|
314
|
Leslie Global Wealth
Itasca,
Illinois
|
$548K
|
-$149K
|
-6,335
|
-21%
|
|
|
315
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$548K
|
-$12.4K
|
-524
|
-2%
|
|
|
316
|
Millennium Management
New York
|
$546K
|
+$553K
|
+23,417
|
New
|
|
|
317
|
Next Level Wealth Planning
Meridian,
Idaho
|
$540K
|
+$149K
|
+6,309
|
+37%
|
|
|
318
|
Meridian Wealth Management
Lexington,
Kentucky
|
$537K
|
-$64.8K
|
-2,746
|
-11%
|
|
|
319
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$532K
|
+$2.9K
|
+123
|
+0.5%
|
|
|
320
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$523K
|
+$61.8K
|
+2,620
|
+13%
|
|
|
321
|
Avior Wealth Management
Omaha,
Nebraska
|
$519K
|
+$10.2K
|
+434
|
+2%
|
|
|
322
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$516K
|
+$72.1K
|
+3,055
|
+16%
|
|
|
323
|
Portland Financial Advisors
Port Washington,
New York
|
$509K
|
+$36.7K
|
+1,555
|
+8%
|
|
|
324
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$507K
|
-$24.1K
|
-1,023
|
-4%
|
|
|
325
|
Clearstead Advisors
Cleveland,
Ohio
|
$497K
|
-$11M
|
-465,420
|
-96%
|
|
