|
501
|
SVB Wealth
Boston,
Massachusetts
|
$1.59M
|
+$944K
|
+4,032
|
+147%
|
|
|
502
|
Fort Point Capital Partners
San Francisco,
California
|
$1.58M
|
–
|
–
|
–
|
|
|
503
|
Sompo Asset Management
Tokyo,
Japan
|
$1.57M
|
+$220K
|
+940
|
+16%
|
|
|
504
|
DGS Capital Management
Jersey City,
New Jersey
|
$1.57M
|
+$36.3K
|
+155
|
+2%
|
|
|
505
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.57M
|
-$3.28K
|
-14
|
-0.2%
|
|
|
506
|
Cetera Advisors
Denver,
Colorado
|
$1.56M
|
+$635K
|
+2,711
|
+69%
|
|
|
507
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$1.55M
|
+$307K
|
+1,312
|
+25%
|
|
|
508
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$1.53M
|
-$16.4K
|
-70
|
-1%
|
|
|
509
|
Mission Wealth Management
Santa Barbara,
California
|
$1.52M
|
-$10.3K
|
-44
|
-0.7%
|
|
|
510
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.52M
|
+$89.6K
|
+383
|
+6%
|
|
|
511
|
Westpac Banking Corp
Sydney,
Australia
|
$1.52M
|
-$1.49M
|
-6,376
|
-50%
|
|
|
512
|
Emerald Advisers
Leola,
Pennsylvania
|
$1.51M
|
-$695K
|
-2,971
|
-32%
|
|
|
513
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.5M
|
+$1.17M
|
+4,989
|
+354%
|
|
|
514
|
Tokio Marine Asset Management
Tokyo,
Japan
|
$1.49M
|
+$120K
|
+513
|
+9%
|
|
|
515
|
Per Stirling Capital Management
Austin,
Texas
|
$1.49M
|
–
|
–
|
–
|
|
|
516
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
|
$1.48M
|
–
|
–
|
–
|
|
|
517
|
Western Financial Corp
San Diego,
California
|
$1.43M
|
-$8.43K
|
-36
|
-0.6%
|
|
|
518
|
United Asset Strategies
Garden City,
New York
|
$1.43M
|
+$67.9K
|
+290
|
+5%
|
|
|
519
|
Retirement Capital Strategies
San Jose,
California
|
$1.42M
|
-$132K
|
-562
|
-9%
|
|
|
520
|
V Wealth Advisors
Overland Park,
Kansas
|
$1.41M
|
-$900K
|
-3,847
|
-39%
|
|
|
521
|
Aquila Investment Management
New York
|
$1.41M
|
-$234K
|
-1,000
|
-14%
|
|
|
522
|
Caption Management
Oklahoma City,
Oklahoma
|
$1.41M
|
+$351K
|
+1,500
|
+33%
|
|
|
523
|
Mather Group
Chicago,
Illinois
|
$1.4M
|
+$14.5K
|
+62
|
+1%
|
|
|
524
|
Parallel Advisors
San Francisco,
California
|
$1.4M
|
+$3.75K
|
+16
|
+0.3%
|
|
|
525
|
Shilanski & Associates
Anchorage,
Alaska
|
$1.39M
|
+$66.5K
|
+284
|
+5%
|
|
