|
501
|
Summit Financial
Parsippany,
New Jersey
|
$729K
|
+$62.8K
|
+1,451
|
+10%
|
|
|
502
|
Insigneo Advisory Services
Miami,
Florida
|
$726K
|
+$680K
|
+15,700
|
New
|
|
|
503
|
Bank of Marin
Novato,
California
|
$724K
|
-$56.1K
|
-1,295
|
-8%
|
|
|
504
|
VELA Investment Management
New Albany,
Ohio
|
$722K
|
-$15.8K
|
-366
|
-2%
|
|
|
505
|
Beck Mack & Oliver
New York
|
$717K
|
-$8.66K
|
-200
|
-1%
|
|
|
506
|
Prudent Man Advisors
Naperville,
Illinois
|
$713K
|
+$195K
|
+4,492
|
+41%
|
|
|
507
|
Avior Wealth Management
Omaha,
Nebraska
|
$704K
|
-$14.9K
|
-345
|
-2%
|
|
|
508
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$701K
|
–
|
–
|
–
|
|
|
509
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$698K
|
+$8.62K
|
+199
|
+1%
|
|
|
510
|
Moody National Bank Trust Division
Galveston,
Texas
|
$688K
|
-$23.6K
|
-546
|
-4%
|
|
|
511
|
Beacon Pointe Advisors
Newport Beach,
California
|
$687K
|
+$77.3K
|
+1,785
|
+14%
|
|
|
512
|
Sequoia Financial Advisors
Akron,
Ohio
|
$683K
|
+$365K
|
+8,426
|
+133%
|
|
|
513
|
Navalign LLC
Encino,
California
|
$676K
|
-$34.7K
|
-802
|
-5%
|
|
|
514
|
Vident Investment Advisory
Alpharetta,
Georgia
|
$674K
|
+$73.1K
|
+1,689
|
+13%
|
|
|
515
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$670K
|
+$243K
|
+5,601
|
+63%
|
|
|
516
|
SYSTM Wealth Solutions
Chicago,
Illinois
|
$667K
|
+$624K
|
+14,414
|
New
|
|
|
517
|
Legacy Bridge
West Des Moines,
Iowa
|
$659K
|
+$19.7K
|
+456
|
+3%
|
|
|
518
|
Suvretta Capital Management
New York
|
$654K
|
+$612K
|
+14,141
|
New
|
|
|
519
|
Knowledge Leaders Capital
Denver,
Colorado
|
$653K
|
+$611K
|
+14,112
|
New
|
|
|
520
|
Brown Advisory
Baltimore,
Maryland
|
$644K
|
-$59.7K
|
-1,378
|
-9%
|
|
|
521
|
Schear Investment Advisers
Cincinnati,
Ohio
|
$640K
|
+$599K
|
+13,833
|
New
|
|
|
522
|
Gofen & Glossberg
Chicago,
Illinois
|
$626K
|
–
|
–
|
–
|
|
|
523
|
Banco Santander
Madrid,
Spain
|
$625K
|
-$39.9K
|
-921
|
-6%
|
|
|
524
|
Kestra Private Wealth Services
Austin,
Texas
|
$622K
|
-$112K
|
-2,585
|
-16%
|
|
|
525
|
L.J. Altfest & Co
New York
|
$614K
|
+$116K
|
+2,683
|
+25%
|
|
