|
526
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$792K
|
-$263K
|
-7,736
|
-27%
|
|
|
527
|
Weiss Asset Management
Boston,
Massachusetts
|
$782K
|
+$707K
|
+20,800
|
New
|
|
|
528
|
Coldstream Capital Management
Bellevue,
Washington
|
$776K
|
+$30.7K
|
+904
|
+5%
|
|
|
529
|
|
$769K
|
+$8.02K
|
+236
|
+1%
|
|
|
530
|
Western Financial Corp
San Diego,
California
|
$769K
|
+$6.66K
|
+196
|
+1%
|
|
|
531
|
Fortem Financial Group
Palm Desert,
California
|
$765K
|
+$115K
|
+3,376
|
+20%
|
|
|
532
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$759K
|
-$3.33K
|
-98
|
-0.5%
|
|
|
533
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$758K
|
+$36.9K
|
+1,086
|
+6%
|
|
|
534
|
NewEdge Advisors
New Orleans,
Louisiana
|
$757K
|
+$92.1K
|
+2,708
|
+16%
|
|
|
535
|
Legacy Private Trust
Neenah,
Wisconsin
|
$755K
|
+$17.4K
|
+512
|
+3%
|
|
|
536
|
Private Advisor Group
Morristown,
New Jersey
|
$754K
|
-$2.92K
|
-86
|
-0.4%
|
|
|
537
|
Encompass Wealth Advisors
Portland,
Oregon
|
$752K
|
–
|
–
|
–
|
|
|
538
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$751K
|
+$115K
|
+3,392
|
+20%
|
|
|
539
|
Wintrust Investments
Chicago,
Illinois
|
$750K
|
–
|
–
|
–
|
|
|
540
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$748K
|
–
|
–
|
–
|
|
|
541
|
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
$748K
|
+$54.1K
|
+1,590
|
+9%
|
|
|
542
|
Atria Wealth Solutions
New York
|
$723K
|
+$207K
|
+6,102
|
+46%
|
|
|
543
|
One Wealth Advisors
San Francisco,
California
|
$722K
|
+$15.5K
|
+456
|
+2%
|
|
|
544
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$722K
|
+$295K
|
+8,666
|
+82%
|
|
|
545
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$713K
|
–
|
–
|
–
|
|
|
546
|
Scott Investment Partners
Henley-On-Thames,
United Kingdom
|
$707K
|
–
|
–
|
–
|
|
|
547
|
Capricorn Fund Managers
London,
United Kingdom
|
$703K
|
-$2.54M
|
-74,676
|
-80%
|
|
|
548
|
Two Sigma Investments
New York
|
$701K
|
+$144K
|
+4,248
|
+30%
|
|
|
549
|
Simon Quick Advisors
Morristown,
New Jersey
|
$698K
|
+$16.2K
|
+476
|
+3%
|
|
|
550
|
PAX Financial Group
San Antonio,
Texas
|
$695K
|
+$18.7K
|
+550
|
+3%
|
|
