|
501
|
Lazard Asset Management
New York
|
$1K
|
–
|
–
|
–
|
|
|
502
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
503
|
Private Trust Company
Cleveland,
Ohio
|
$966
|
–
|
–
|
–
|
|
|
504
|
Principal Securities
Des Moines,
Iowa
|
$858
|
–
|
–
|
–
|
|
|
505
|
Bell Investment Advisors
Oakland,
California
|
$795
|
–
|
–
|
–
|
|
|
506
|
Caldwell Sutter Capital
Sausalito,
California
|
$794
|
–
|
–
|
–
|
|
|
507
|
Hoey Investments
Coatesville,
Pennsylvania
|
$773
|
–
|
–
|
–
|
|
|
508
|
Raffa Wealth Management
Washington,
District of Columbia
|
$773
|
–
|
–
|
–
|
|
|
509
|
Brooklyn Investment Group
Brooklyn,
New York
|
$773
|
+$713
|
+35
|
+3,500%
|
|
|
510
|
Insight Inv LLC
El Segundo,
California
|
$730
|
+$692
|
+34
|
New
|
|
|
511
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$687
|
-$102
|
-5
|
-14%
|
|
|
512
|
Montag & Caldwell
Atlanta,
Georgia
|
$687
|
+$652
|
+32
|
New
|
|
|
513
|
CVA Family Office
Denver,
Colorado
|
$665
|
–
|
–
|
–
|
|
|
514
|
Sunbelt Securities
Houston,
Texas
|
$642
|
–
|
–
|
–
|
|
|
515
|
Spire Wealth Management
Mclean,
Virginia
|
$548
|
+$20
|
+1
|
+4%
|
|
|
516
|
Abound Wealth Management
Franklin,
Tennessee
|
$451
|
-$183
|
-9
|
-30%
|
|
|
517
|
PSI Advisors
Tampa,
Florida
|
$450
|
-$183
|
-9
|
-30%
|
|
|
518
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$437
|
+$407
|
+20
|
New
|
|
|
519
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$430
|
+$407
|
+20
|
New
|
|
|
520
|
Ruedi Wealth Management
Champaign,
Illinois
|
$429
|
–
|
–
|
–
|
|
|
521
|
Anchor Investment Management
Columbia,
South Carolina
|
$343
|
–
|
–
|
–
|
|
|
522
|
Fortitude Family Office
Scottsdale,
Arizona
|
$322
|
+$305
|
+15
|
New
|
|
|
523
|
Global Financial Private Client
Sarasota,
Florida
|
$300
|
+$285
|
+14
|
New
|
|
|
524
|
Highline Wealth Partners
Sherman Oaks,
California
|
$236
|
–
|
–
|
–
|
|
|
525
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$196
|
–
|
–
|
–
|
|
