|
501
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$256K
|
–
|
–
|
–
|
|
|
502
|
Poehling Capital Management
Madison,
Wisconsin
|
$255K
|
–
|
–
|
–
|
|
|
503
|
Insigneo Advisory Services
Miami,
Florida
|
$255K
|
-$60K
|
-718
|
-19%
|
|
|
504
|
Essex Savings Bank
Essex,
Connecticut
|
$254K
|
-$36.8K
|
-440
|
-13%
|
|
|
505
|
Diligent Investors
Redlands,
California
|
$251K
|
–
|
–
|
–
|
|
|
506
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$250K
|
–
|
–
|
–
|
|
|
507
|
Von Berge Wealth Management Group
San Diego,
California
|
$250K
|
–
|
–
|
–
|
|
|
508
|
BigSur Wealth Management
Miami,
Florida
|
$250K
|
+$125K
|
+1,500
|
+100%
|
|
|
509
|
KeyBank National Association
Cleveland,
Ohio
|
$248K
|
+$249K
|
+2,977
|
New
|
|
|
510
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$246K
|
-$62.1K
|
-743
|
-20%
|
|
|
511
|
Round Rock Advisors
Wilton,
Connecticut
|
$246K
|
-$325K
|
-3,883
|
-57%
|
|
|
512
|
Garrison Bradford & Associates
New York
|
$246K
|
–
|
–
|
–
|
|
|
513
|
Shelton Wealth Management
Fort Worth,
Texas
|
$245K
|
-$2.76K
|
-33
|
-1%
|
|
|
514
|
James J. Burns & Company
Melville,
New York
|
$242K
|
-$14.9K
|
-178
|
-6%
|
|
|
515
|
Montag & Associates
Atlanta,
Georgia
|
$237K
|
-$69.8K
|
-835
|
-23%
|
|
|
516
|
CTC Alternative Strategies
Chicago,
Illinois
|
$237K
|
+$238K
|
+2,850
|
New
|
|
|
517
|
Formidable Asset Management
Cincinnati,
Ohio
|
$236K
|
-$14.1K
|
-168
|
-6%
|
|
|
518
|
Clare Market Investments
Dallas,
Texas
|
$236K
|
+$237K
|
+2,832
|
New
|
|
|
519
|
Flagstar Advisors
New York
|
$235K
|
-$191K
|
-2,280
|
-45%
|
|
|
520
|
Lido Advisors
Los Angeles,
California
|
$234K
|
+$235K
|
+2,815
|
New
|
|
|
521
|
New Legacy Group
New York
|
$233K
|
–
|
–
|
–
|
|
|
522
|
Spinnaker Trust
Portland,
Maine
|
$231K
|
–
|
–
|
–
|
|
|
523
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$231K
|
–
|
–
|
–
|
|
|
524
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$230K
|
–
|
–
|
–
|
|
|
525
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$230K
|
-$49K
|
-586
|
-17%
|
|
