|
451
|
USA Financial Formulas
Ada,
Michigan
|
$366K
|
-$102K
|
-1,926
|
-24%
|
|
|
452
|
Orser Capital Management
Southlake,
Texas
|
$366K
|
–
|
–
|
–
|
|
|
453
|
Truist Financial
Charlotte,
North Carolina
|
$364K
|
+$58.1K
|
+1,098
|
+18%
|
|
|
454
|
Weatherstone Capital Management
Denver,
Colorado
|
$363K
|
-$165K
|
-3,112
|
-30%
|
|
|
455
|
55I LLC
Boston,
Massachusetts
|
$356K
|
+$380K
|
+7,192
|
New
|
|
|
456
|
Magnus Financial Group
New York
|
$354K
|
+$379K
|
+7,160
|
New
|
|
|
457
|
CPWM LLC
Seattle,
Washington
|
$350K
|
–
|
–
|
–
|
|
|
458
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$345K
|
+$368K
|
+6,968
|
New
|
|
|
459
|
Dimension Capital Management
Coral Gables,
Florida
|
$343K
|
–
|
–
|
–
|
|
|
460
|
Abbot Financial Management
Andover,
Massachusetts
|
$342K
|
+$116K
|
+2,200
|
+47%
|
|
|
461
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$342K
|
+$365K
|
+6,912
|
New
|
|
|
462
|
Linscomb Wealth
Houston,
Texas
|
$340K
|
+$59.5K
|
+1,126
|
+20%
|
|
|
463
|
Bray Capital Advisors
Naples,
Florida
|
$338K
|
-$572K
|
-10,822
|
-61%
|
|
|
464
|
Questar Asset Management
Minneapolis,
Minnesota
|
$338K
|
+$361K
|
+6,822
|
New
|
|
|
465
|
Brighton Jones LLC
Seattle,
Washington
|
$337K
|
+$6.56K
|
+124
|
+2%
|
|
|
466
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$335K
|
+$329K
|
+6,222
|
New
|
|
|
467
|
Sterling Investment Management
Tucson,
Arizona
|
$334K
|
+$2.33K
|
+44
|
+0.7%
|
|
|
468
|
Fifth Third Securities
Cincinnati,
Ohio
|
$332K
|
+$62.1K
|
+1,174
|
+21%
|
|
|
469
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$330K
|
–
|
–
|
–
|
|
|
470
|
Cresset Asset Management
Chicago,
Illinois
|
$319K
|
+$341K
|
+6,442
|
New
|
|
|
471
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$317K
|
-$11.3K
|
-214
|
-3%
|
|
|
472
|
Joel Isaacson & Co
New York
|
$315K
|
+$106
|
+2
|
+0%
|
|
|
473
|
Avidian Wealth Enterprises
Houston,
Texas
|
$312K
|
+$16.3K
|
+308
|
+5%
|
|
|
474
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$310K
|
-$126K
|
-2,390
|
-28%
|
|
|
475
|
Symphony Asset Management
San Francisco,
California
|
$302K
|
+$322K
|
+6,094
|
New
|
|
