|
501
|
Transcend Capital Advisors
Madison,
New Jersey
|
$389K
|
+$84K
|
+1,350
|
+30%
|
|
|
502
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$388K
|
–
|
–
|
–
|
|
|
503
|
Cypress Wealth Services
Palm Desert,
California
|
$386K
|
+$121K
|
+1,950
|
+50%
|
|
|
504
|
Zions Bancorporation
Salt Lake City,
Utah
|
$385K
|
+$230K
|
+3,702
|
+176%
|
|
|
505
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$383K
|
–
|
–
|
–
|
|
|
506
|
20/20 Capital Management
Costa Mesa,
California
|
$382K
|
–
|
–
|
–
|
|
|
507
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$382K
|
+$44.4K
|
+714
|
+15%
|
|
|
508
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$382K
|
+$354K
|
+5,692
|
New
|
|
|
509
|
Financial Perspectives
Minneapolis,
Minnesota
|
$380K
|
–
|
–
|
–
|
|
|
510
|
Safeguard Investment Advisory Group
Corona,
California
|
$380K
|
+$88.6K
|
+1,424
|
+33%
|
|
|
511
|
Bel Air Investment Advisors
Los Angeles,
California
|
$377K
|
+$353K
|
+5,682
|
New
|
|
|
512
|
Sepio Capital
Salt Lake City,
Utah
|
$373K
|
–
|
–
|
–
|
|
|
513
|
Empirical Finance
Havertown,
Pennsylvania
|
$368K
|
–
|
–
|
–
|
|
|
514
|
Allen Investment Management
New York
|
$365K
|
–
|
–
|
–
|
|
|
515
|
Weatherly Asset Management
Del Mar,
California
|
$364K
|
-$21.8K
|
-350
|
-6%
|
|
|
516
|
Choreo LLC
Rockford,
Illinois
|
$361K
|
-$14.3K
|
-230
|
-4%
|
|
|
517
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$360K
|
-$37.3K
|
-600
|
-10%
|
|
|
518
|
Matthew Hamilton Rosenberg
|
$356K
|
+$44.8K
|
+720
|
+15%
|
|
|
519
|
Evergreen Capital Management
Bellevue,
Washington
|
$355K
|
+$14.9K
|
+240
|
+5%
|
|
|
520
|
Neumann Capital Management
Foster City,
California
|
$354K
|
–
|
–
|
–
|
|
|
521
|
Frisch Financial Group
Melville,
New York
|
$350K
|
+$328K
|
+5,278
|
New
|
|
|
522
|
Manchester Financial
Westlake Village,
California
|
$347K
|
+$37.3K
|
+600
|
+13%
|
|
|
523
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$344K
|
-$223K
|
-3,592
|
-41%
|
|
|
524
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$343K
|
+$40.2K
|
+646
|
+15%
|
|
|
525
|
Prudent Man Advisors
Naperville,
Illinois
|
$338K
|
+$6.84K
|
+110
|
+2%
|
|
