|
451
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$717K
|
+$410K
|
+3,957
|
+131%
|
|
|
452
|
Geneos Wealth Management
Englewood,
Colorado
|
$714K
|
+$343K
|
+3,306
|
+91%
|
|
|
453
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$714K
|
-$91.5K
|
-882
|
-11%
|
|
|
454
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$714K
|
+$137K
|
+1,320
|
+23%
|
|
|
455
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$712K
|
-$137K
|
-1,318
|
-16%
|
|
|
456
|
|
$702K
|
+$327K
|
+3,157
|
+86%
|
|
|
457
|
Private Trust Company
Cleveland,
Ohio
|
$698K
|
–
|
–
|
–
|
|
|
458
|
Dean Investment Associates
Beavercreek,
Ohio
|
$684K
|
–
|
–
|
–
|
|
|
459
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$684K
|
-$183K
|
-1,760
|
-21%
|
|
|
460
|
Vaughan Nelson Investment Management
Houston,
Texas
|
$683K
|
-$3.11K
|
-30
|
-0.4%
|
|
|
461
|
Madison Wealth Partners
Madison,
Wisconsin
|
$681K
|
-$18.6K
|
-179
|
-3%
|
|
|
462
|
Citadel Advisors
Miami,
Florida
|
$680K
|
+$686K
|
+6,614
|
New
|
|
|
463
|
My Legacy Advisors
Bend,
Oregon
|
$680K
|
-$119K
|
-1,148
|
-15%
|
|
|
464
|
ML&R Wealth Management
Austin,
Texas
|
$672K
|
–
|
–
|
–
|
|
|
465
|
Whittier Trust
South Pasadena,
California
|
$672K
|
+$75K
|
+723
|
+12%
|
|
|
466
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$663K
|
+$669K
|
+6,450
|
New
|
|
|
467
|
Cypress Wealth Services
Palm Desert,
California
|
$660K
|
+$74.3K
|
+716
|
+13%
|
|
|
468
|
ORG Partners
Roanoke,
Indiana
|
$658K
|
-$2.32M
|
-22,399
|
-78%
|
|
|
469
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$642K
|
–
|
–
|
–
|
|
|
470
|
Capital Insight Partners
Scottsdale,
Arizona
|
$633K
|
-$4.04K
|
-39
|
-0.6%
|
|
|
471
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$632K
|
-$30K
|
-289
|
-4%
|
|
|
472
|
Summit Wealth Partners
Orlando,
Florida
|
$629K
|
-$87.3K
|
-842
|
-12%
|
|
|
473
|
Carr Financial Group
Worcester,
Massachusetts
|
$621K
|
-$415K
|
-4,000
|
-40%
|
|
|
474
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$621K
|
–
|
–
|
–
|
|
|
475
|
IFP Advisors
Tampa,
Florida
|
$619K
|
-$2.56M
|
-24,727
|
-80%
|
|
