|
501
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$3M
|
–
|
–
|
–
|
|
|
502
|
Ted Buchan & Co
San Diego,
California
|
$2.98M
|
+$186K
|
+255
|
+6%
|
|
|
503
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$2.98M
|
-$2.18K
|
-3
|
-0.1%
|
|
|
504
|
Calamos Wealth Management
Naperville,
Illinois
|
$2.97M
|
+$966K
|
+1,328
|
+42%
|
|
|
505
|
Trust Company of Kansas
Wichita,
Kansas
|
$2.97M
|
+$3.26M
|
+4,480
|
New
|
|
|
506
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$2.95M
|
+$1.09M
|
+1,500
|
+51%
|
|
|
507
|
Slow Capital
Greenbrae,
California
|
$2.95M
|
+$63.3K
|
+87
|
+2%
|
|
|
508
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$2.94M
|
-$370K
|
-509
|
-10%
|
|
|
509
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$2.94M
|
-$72.7K
|
-100
|
-2%
|
|
|
510
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$2.93M
|
-$98.9K
|
-136
|
-3%
|
|
|
511
|
AM Investment Strategies
Chattanooga,
Tennessee
|
$2.93M
|
+$3.21M
|
+4,418
|
New
|
|
|
512
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$2.91M
|
+$701K
|
+963
|
+28%
|
|
|
513
|
Blue Square Asset Management
New York
|
$2.9M
|
-$32.7K
|
-45
|
-1%
|
|
|
514
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.88M
|
+$268K
|
+369
|
+9%
|
|
|
515
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$2.88M
|
+$10.2K
|
+14
|
+0.3%
|
|
|
516
|
DZ Bank
Frankfurt Am Main,
Germany
|
$2.87M
|
-$2.95M
|
-4,054
|
-48%
|
|
|
517
|
Jump Financial
Chicago,
Illinois
|
$2.87M
|
+$3.15M
|
+4,333
|
New
|
|
|
518
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$2.86M
|
+$1.24M
|
+1,700
|
+65%
|
|
|
519
|
Commerce Bank
Kansas City,
Missouri
|
$2.83M
|
+$69.1K
|
+95
|
+2%
|
|
|
520
|
Beck Capital Management
Austin,
Texas
|
$2.83M
|
-$95.3K
|
-131
|
-3%
|
|
|
521
|
Bourgeon Capital Management
Darien,
Connecticut
|
$2.83M
|
-$542K
|
-745
|
-15%
|
|
|
522
|
Capital Wealth Planning
Naples,
Florida
|
$2.82M
|
+$1.55M
|
+2,124
|
+100%
|
|
|
523
|
Yousif Capital Management
Bloomfield Hills,
Michigan
|
$2.82M
|
–
|
–
|
–
|
|
|
524
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$2.81M
|
+$254K
|
+349
|
+9%
|
|
|
525
|
William Blair Investment Management
Chicago,
Illinois
|
$2.79M
|
-$330K
|
-453
|
-10%
|
|
