|
501
|
HM Payson & Co
Portland,
Maine
|
$222K
|
–
|
–
|
–
|
|
|
502
|
Grant Private Wealth Management
Pleasanton,
California
|
$222K
|
+$222K
|
+898
|
New
|
|
|
503
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$221K
|
-$61.8K
|
-250
|
-22%
|
|
|
504
|
DZ Bank
Frankfurt Am Main,
Germany
|
$221K
|
–
|
–
|
–
|
|
|
505
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$219K
|
+$220K
|
+888
|
New
|
|
|
506
|
Truist Financial
Charlotte,
North Carolina
|
$219K
|
-$21.8K
|
-88
|
-9%
|
|
|
507
|
Sentinus LLC
Oak Brook,
Illinois
|
$218K
|
+$219K
|
+884
|
New
|
|
|
508
|
E&G Advisors
Houston,
Texas
|
$218K
|
+$218K
|
+883
|
New
|
|
|
509
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$215K
|
+$215K
|
+869
|
New
|
|
|
510
|
Oxford Asset Management
Oxford,
United Kingdom
|
$207K
|
-$47.5K
|
-192
|
-19%
|
|
|
511
|
Net Worth Advisory Group
Sandy,
Utah
|
$202K
|
+$203K
|
+819
|
New
|
|
|
512
|
Spinnaker Investment Group
Newport Beach,
California
|
$201K
|
+$202K
|
+815
|
New
|
|
|
513
|
Birch Capital Management
Dallas,
Texas
|
$187K
|
–
|
–
|
–
|
|
|
514
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
$183K
|
+$24.7K
|
+100
|
+16%
|
|
|
515
|
SBI Securities
Tokyo,
Japan
|
$175K
|
+$11.1K
|
+45
|
+7%
|
|
|
516
|
Versant Capital Management
Phoenix,
Arizona
|
$174K
|
+$48.7K
|
+197
|
+39%
|
|
|
517
|
Pacifica Partners
Surrey,
Canada
|
$172K
|
-$6.18K
|
-25
|
-3%
|
|
|
518
|
Cromwell Holdings
Jackson,
Wyoming
|
$162K
|
–
|
–
|
–
|
|
|
519
|
|
$160K
|
+$137K
|
+555
|
+603%
|
|
|
520
|
RhumbLine Advisers
Boston,
Massachusetts
|
$159K
|
-$4.45K
|
-18
|
-3%
|
|
|
521
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$143K
|
+$47.7K
|
+193
|
+50%
|
|
|
522
|
Spire Wealth Management
Mclean,
Virginia
|
$142K
|
+$26K
|
+105
|
+22%
|
|
|
523
|
Cheviot Value Management
Beverly Hills,
California
|
$130K
|
–
|
–
|
–
|
|
|
524
|
Arax Advisory Partners
Denver,
Colorado
|
$126K
|
-$80.2K
|
-324
|
-39%
|
|
|
525
|
Opal Wealth Advisors
Jericho,
New York
|
$120K
|
+$120K
|
+487
|
New
|
|
