|
501
|
One Wealth Advisors
San Francisco,
California
|
$2M
|
+$2.01M
|
+5,925
|
New
|
|
|
502
|
Stablepoint Partners
Braintree,
Massachusetts
|
$2M
|
-$262K
|
-773
|
-12%
|
|
|
503
|
Terra Nova Asset Management
New York
|
$1.99M
|
+$1.69M
|
+4,975
|
+549%
|
|
|
504
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$1.98M
|
+$688K
|
+2,030
|
+48%
|
|
|
505
|
Farmers Trust Company
Youngstown,
Ohio
|
$1.98M
|
+$1.99M
|
+5,857
|
New
|
|
|
506
|
Rathbones Group
Liverpool,
United Kingdom
|
$1.95M
|
+$74.9K
|
+221
|
+4%
|
|
|
507
|
BNP Paribas Asset Management
Paris,
France
|
$1.95M
|
+$3.25M
|
+9,595
|
+63%
|
|
|
508
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.93M
|
+$306K
|
+902
|
+19%
|
|
|
509
|
Neville Rodie & Shaw
New York
|
$1.93M
|
+$1.94M
|
+5,728
|
New
|
|
|
510
|
Spahn Wealth & Retirement
Scottsdale,
Arizona
|
$1.93M
|
+$293K
|
+865
|
+18%
|
|
|
511
|
TriaGen Wealth Management
Calabasas,
California
|
$1.89M
|
+$1.22M
|
+3,608
|
+180%
|
|
|
512
|
Resolute Advisors
San Francisco,
California
|
$1.87M
|
–
|
–
|
–
|
|
|
513
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
|
$1.87M
|
+$6.78K
|
+20
|
+0.4%
|
|
|
514
|
Gerber LLC
Columbus,
Ohio
|
$1.86M
|
–
|
–
|
–
|
|
|
515
|
Farringdon Capital
London,
United Kingdom
|
$1.86M
|
+$1.87M
|
+5,515
|
New
|
|
|
516
|
Prospera Financial Services
Dallas,
Texas
|
$1.81M
|
+$240K
|
+709
|
+15%
|
|
|
517
|
GoalVest Advisory
New York
|
$1.79M
|
+$1.8M
|
+5,300
|
New
|
|
|
518
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.78M
|
+$557K
|
+1,644
|
+45%
|
|
|
519
|
Independent Financial Group
San Diego,
California
|
$1.75M
|
-$2.7M
|
-7,949
|
-61%
|
|
|
520
|
AssetMark Inc
Concord,
California
|
$1.74M
|
+$227K
|
+669
|
+15%
|
|
|
521
|
Galaxy Digital Capital Management
New York
|
$1.74M
|
+$169K
|
+499
|
+11%
|
|
|
522
|
Beacon Investment Advisors
Gaithersburg,
Maryland
|
$1.72M
|
–
|
–
|
–
|
|
|
523
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.71M
|
-$458K
|
-1,352
|
-21%
|
|
|
524
|
Maridea Wealth Management
Brooklyn,
New York
|
$1.71M
|
+$87.5K
|
+258
|
+5%
|
|
|
525
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.7M
|
-$324K
|
-956
|
-16%
|
|
