|
501
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$428K
|
–
|
–
|
–
|
|
|
502
|
Swiss Life Asset Management
Zurich,
|
$420K
|
-$3.65M
|
-14,344
|
-90%
|
|
|
503
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$417K
|
+$62.1K
|
+244
|
+19%
|
|
|
504
|
Pitcairn
Conshohocken,
Pennsylvania
|
$417K
|
+$16K
|
+63
|
+4%
|
|
|
505
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$414K
|
+$10.4K
|
+41
|
+3%
|
|
|
506
|
Integrated Advisors Network
Dallas,
Texas
|
$406K
|
+$72.3K
|
+284
|
+23%
|
|
|
507
|
Coldstream Capital Management
Bellevue,
Washington
|
$405K
|
+$15.5K
|
+61
|
+4%
|
|
|
508
|
Virginia Wealth Management Group
Virginia Beach,
Virginia
|
$401K
|
–
|
–
|
–
|
|
|
509
|
Washington Trust
Westerly,
Rhode Island
|
$401K
|
–
|
–
|
–
|
|
|
510
|
Strategic Blueprint
Atlanta,
Georgia
|
$400K
|
+$254
|
+1
|
+0.1%
|
|
|
511
|
SNS Financial Group
Minneapolis,
Minnesota
|
$397K
|
+$1.02K
|
+4
|
+0.3%
|
|
|
512
|
Oxford Financial Group
Carmel,
Indiana
|
$395K
|
+$3.31K
|
+13
|
+0.9%
|
|
|
513
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$394K
|
+$61.1K
|
+240
|
+15%
|
|
|
514
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$388K
|
-$9.67K
|
-38
|
-2%
|
|
|
515
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$385K
|
+$367K
|
+1,441
|
New
|
|
|
516
|
Prudential plc
London, England,
United Kingdom
|
$381K
|
-$855K
|
-3,361
|
-70%
|
|
|
517
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$378K
|
+$16.3K
|
+64
|
+5%
|
|
|
518
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$376K
|
+$36.6K
|
+144
|
+11%
|
|
|
519
|
TrueWealth Advisors
Birmingham,
Alabama
|
$371K
|
-$30K
|
-118
|
-8%
|
|
|
520
|
MJP Associates
Farmington,
Connecticut
|
$370K
|
+$62.6K
|
+246
|
+22%
|
|
|
521
|
Axxcess Wealth Management
Carlsbad,
California
|
$369K
|
-$2.54K
|
-10
|
-0.7%
|
|
|
522
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$364K
|
+$347K
|
+1,362
|
New
|
|
|
523
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$364K
|
+$371K
|
+1,459
|
New
|
|
|
524
|
Graham Capital Management
Rowayton,
Connecticut
|
$362K
|
-$5.24M
|
-20,588
|
-94%
|
|
|
525
|
Syon Capital
San Francisco,
California
|
$358K
|
-$329K
|
-1,291
|
-49%
|
|
