|
501
|
Watermark Asset Management
San Ramon,
California
|
$533K
|
–
|
–
|
–
|
|
|
502
|
Global Retirement Partners
San Rafael,
California
|
$529K
|
-$96.4K
|
-856
|
-15%
|
|
|
503
|
Somerset Group
Wayzata,
Minnesota
|
$524K
|
+$113K
|
+1,000
|
+27%
|
|
|
504
|
Ancora Advisors
Cleveland,
Ohio
|
$519K
|
-$26.5K
|
-235
|
-5%
|
|
|
505
|
Investment House LLC
Redondo Beach,
California
|
$519K
|
-$24.2K
|
-215
|
-4%
|
|
|
506
|
Clearstead Advisors
Cleveland,
Ohio
|
$518K
|
+$273K
|
+2,428
|
+113%
|
|
|
507
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$517K
|
-$152K
|
-1,350
|
-23%
|
|
|
508
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$512K
|
+$246K
|
+2,187
|
+93%
|
|
|
509
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$509K
|
–
|
–
|
–
|
|
|
510
|
Darwin Wealth Management
Tampa,
Florida
|
$508K
|
-$3.55M
|
-31,519
|
-88%
|
|
|
511
|
WesBanco Bank
Wheeling,
West Virginia
|
$499K
|
+$497K
|
+4,411
|
New
|
|
|
512
|
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
$494K
|
–
|
–
|
–
|
|
|
513
|
CWA Asset Management Group
Naples,
Florida
|
$494K
|
+$492K
|
+4,367
|
New
|
|
|
514
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$491K
|
+$297K
|
+2,642
|
+156%
|
|
|
515
|
|
$489K
|
+$225K
|
+1,996
|
+85%
|
|
|
516
|
Access Financial Services
Minneapolis,
Minnesota
|
$486K
|
-$4.79M
|
-42,555
|
-91%
|
|
|
517
|
|
$474K
|
–
|
–
|
–
|
|
|
518
|
Bard Associates
Chicago,
Illinois
|
$468K
|
–
|
–
|
–
|
|
|
519
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$468K
|
+$18.6K
|
+165
|
+4%
|
|
|
520
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$465K
|
-$28K
|
-249
|
-6%
|
|
|
521
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$465K
|
–
|
–
|
–
|
|
|
522
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$462K
|
-$172K
|
-1,530
|
-27%
|
|
|
523
|
Harbour Investment Management
Edmonds,
Washington
|
$461K
|
–
|
–
|
–
|
|
|
524
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$460K
|
+$57.5K
|
+511
|
+14%
|
|
|
525
|
Zions Bancorporation
Salt Lake City,
Utah
|
$456K
|
-$318K
|
-2,822
|
-41%
|
|
