|
501
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$659K
|
+$12.3K
|
+22
|
+2%
|
|
|
502
|
Equitable Holdings
New York
|
$644K
|
+$477K
|
+854
|
+171%
|
|
|
503
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$639K
|
+$391K
|
+700
|
+109%
|
|
|
504
|
Kestra Private Wealth Services
Austin,
Texas
|
$634K
|
+$69.8K
|
+125
|
+10%
|
|
|
505
|
Malaga Cove Capital
Pv Estates,
California
|
$630K
|
+$122K
|
+219
|
+20%
|
|
|
506
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$627K
|
-$60.3K
|
-108
|
-8%
|
|
|
507
|
Cetera Advisors
Denver,
Colorado
|
$621K
|
-$102K
|
-183
|
-12%
|
|
|
508
|
Axxcess Wealth Management
Carlsbad,
California
|
$620K
|
+$60.3K
|
+108
|
+9%
|
|
|
509
|
Csenge Advisory Group
Clearwater,
Florida
|
$618K
|
+$66.4K
|
+119
|
+10%
|
|
|
510
|
XTX Topco
George Town,
Cayman Islands
|
$615K
|
+$721K
|
+1,292
|
New
|
|
|
511
|
Coldstream Capital Management
Bellevue,
Washington
|
$615K
|
+$722K
|
+1,293
|
New
|
|
|
512
|
Knoll Capital Management
Miami,
Florida
|
$609K
|
–
|
–
|
–
|
|
|
513
|
Lido Advisors
Los Angeles,
California
|
$608K
|
-$101K
|
-181
|
-12%
|
|
|
514
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$608K
|
+$115K
|
+206
|
+19%
|
|
|
515
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$604K
|
+$17.3K
|
+31
|
+3%
|
|
|
516
|
KB Financial Partners
Princeton,
New Jersey
|
$601K
|
+$14.5K
|
+26
|
+2%
|
|
|
517
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$599K
|
-$25.1K
|
-45
|
-3%
|
|
|
518
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$599K
|
+$530K
|
+950
|
+308%
|
|
|
519
|
Stokes Family Office
New Orleans,
Louisiana
|
$597K
|
+$74.8K
|
+134
|
+12%
|
|
|
520
|
Ingalls & Snyder LLC
New York
|
$596K
|
+$699K
|
+1,252
|
New
|
|
|
521
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$594K
|
+$9.49K
|
+17
|
+1%
|
|
|
522
|
Shaker Investments
Cleveland,
Ohio
|
$592K
|
+$3.35K
|
+6
|
+0.5%
|
|
|
523
|
Belpointe Asset Management
Reno,
Nevada
|
$586K
|
+$113K
|
+202
|
+20%
|
|
|
524
|
Barings
Charlotte,
North Carolina
|
$584K
|
–
|
–
|
–
|
|
|
525
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$584K
|
+$25.1K
|
+45
|
+4%
|
|
