|
501
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$917K
|
–
|
–
|
–
|
|
|
502
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$915K
|
+$63.3K
|
+770
|
+8%
|
|
|
503
|
Financial Advocates Investment Management
Olympia,
Washington
|
$911K
|
+$1.89K
|
+23
|
+0.2%
|
|
|
504
|
Inspire Investing
Meridian,
Idaho
|
$910K
|
-$79.8K
|
-970
|
-8%
|
|
|
505
|
FDx Advisors
Chicago,
Illinois
|
$908K
|
-$34.3K
|
-417
|
-4%
|
|
|
506
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$906K
|
+$51.1K
|
+621
|
+6%
|
|
|
507
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$900K
|
+$412K
|
+5,014
|
+91%
|
|
|
508
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$887K
|
+$142K
|
+1,726
|
+20%
|
|
|
509
|
VeraBank
Henderson,
Texas
|
$883K
|
–
|
–
|
–
|
|
|
510
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$875K
|
–
|
–
|
–
|
|
|
511
|
Circle Wealth Management
Summit,
New Jersey
|
$856K
|
-$79.4K
|
-966
|
-9%
|
|
|
512
|
GeoWealth Management
Chicago,
Illinois
|
$851K
|
+$58.6K
|
+713
|
+8%
|
|
|
513
|
Level Four Advisory Services
Dallas,
Texas
|
$851K
|
+$906K
|
+11,024
|
New
|
|
|
514
|
Transatlantique Private Wealth
New York
|
$847K
|
+$49.6K
|
+603
|
+6%
|
|
|
515
|
Capricorn Fund Managers
London,
United Kingdom
|
$843K
|
–
|
–
|
–
|
|
|
516
|
Sterling Capital Management
Charlotte,
North Carolina
|
$839K
|
+$806K
|
+9,808
|
New
|
|
|
517
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$831K
|
+$8.06K
|
+98
|
+1%
|
|
|
518
|
Scharf Investments
Los Gatos,
California
|
$826K
|
-$194K
|
-2,365
|
-20%
|
|
|
519
|
Caprock Group
Boise,
Idaho
|
$822K
|
-$25.8K
|
-314
|
-3%
|
|
|
520
|
SG Americas Securities
New York
|
$816K
|
-$3.63M
|
-44,139
|
-82%
|
|
|
521
|
Private Capital Advisors
Darien,
Connecticut
|
$814K
|
–
|
–
|
–
|
|
|
522
|
V-Square Quantitative Management
Chicago,
Illinois
|
$808K
|
–
|
–
|
–
|
|
|
523
|
Henshaw Capital
Woburn,
Massachusetts
|
$806K
|
+$513K
|
+6,237
|
+196%
|
|
|
524
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$800K
|
-$9.04K
|
-110
|
-1%
|
|
|
525
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$800K
|
+$31.2K
|
+380
|
+4%
|
|
