|
801
|
MYeCFO
La Jolla,
California
|
$534K
|
–
|
–
|
–
|
|
|
802
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$534K
|
–
|
–
|
–
|
|
|
803
|
Westover Capital Advisors
Wilmington,
Delaware
|
$533K
|
+$490K
|
+13,200
|
New
|
|
|
804
|
Strategic Advisors
New York
|
$530K
|
-$125K
|
-3,366
|
-20%
|
|
|
805
|
Gruss & Co
West Palm Beach,
Florida
|
$525K
|
+$482K
|
+13,000
|
New
|
|
|
806
|
NFP Retirement Inc
Aliso Viejo,
California
|
$524K
|
+$481K
|
+12,962
|
New
|
|
|
807
|
Soltis Investment Advisors
St. George,
Utah
|
$519K
|
-$105K
|
-2,840
|
-18%
|
|
|
808
|
Kaizen Financial Strategies
Campbell,
California
|
$512K
|
+$470K
|
+12,680
|
New
|
|
|
809
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$510K
|
-$14.8K
|
-400
|
-3%
|
|
|
810
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$508K
|
-$6.23K
|
-168
|
-1%
|
|
|
811
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$507K
|
+$77.9K
|
+2,100
|
+20%
|
|
|
812
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$499K
|
+$371
|
+10
|
+0.1%
|
|
|
813
|
Intrua Financial
Houston,
Texas
|
$499K
|
-$1.43M
|
-38,522
|
-76%
|
|
|
814
|
Grimes & Company
Westborough,
Massachusetts
|
$493K
|
+$24.7K
|
+666
|
+6%
|
|
|
815
|
Wealthspire Advisors (New York)
New York
|
$491K
|
+$35.1K
|
+946
|
+8%
|
|
|
816
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$491K
|
+$451K
|
+12,166
|
New
|
|
|
817
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$490K
|
-$122K
|
-3,280
|
-21%
|
|
|
818
|
Keystone Wealth Services
Palm Desert,
California
|
$486K
|
+$447K
|
+12,042
|
New
|
|
|
819
|
Pitcairn
Conshohocken,
Pennsylvania
|
$485K
|
+$445K
|
+12,000
|
New
|
|
|
820
|
USA Financial Formulas
Ada,
Michigan
|
$482K
|
-$23.2K
|
-626
|
-5%
|
|
|
821
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$482K
|
-$266K
|
-7,172
|
-38%
|
|
|
822
|
Harmony Asset Management
Scottsdale,
Arizona
|
$481K
|
+$39.4K
|
+1,062
|
+10%
|
|
|
823
|
HB Wealth Management
Atlanta,
Georgia
|
$475K
|
+$46.9K
|
+1,264
|
+12%
|
|
|
824
|
Colony Family Offices
Charlotte,
North Carolina
|
$475K
|
–
|
–
|
–
|
|
|
825
|
Colonial River Investments
Midlothian,
Virginia
|
$474K
|
-$54.8K
|
-1,478
|
-11%
|
|
