|
501
|
Successful Portfolios
Clearwater,
Florida
|
$253K
|
+$32
|
+1
|
+0%
|
|
|
502
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$247K
|
-$992K
|
-31,069
|
-80%
|
|
|
503
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$247K
|
-$94.2K
|
-2,952
|
-28%
|
|
|
504
|
Credit Agricole
Montrouge Cedex,
France
|
$243K
|
–
|
–
|
–
|
|
|
505
|
Equity Investment Corp
Atlanta,
Georgia
|
$243K
|
–
|
–
|
–
|
|
|
506
|
Wintrust Investments
Chicago,
Illinois
|
$242K
|
-$3.19K
|
-100
|
-10%
|
|
|
507
|
Northwest Wealth Management
Spencer,
Iowa
|
$242K
|
–
|
–
|
–
|
|
|
508
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$239K
|
-$7.98K
|
-250
|
-3%
|
|
|
509
|
Phraction Management
Colchester,
Connecticut
|
$239K
|
+$238K
|
+7,450
|
New
|
|
|
510
|
|
$238K
|
+$237K
|
+7,434
|
New
|
|
|
511
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$237K
|
-$14.4K
|
-450
|
-6%
|
|
|
512
|
RiverGlades Family Offices
Naples,
Florida
|
$237K
|
–
|
–
|
–
|
|
|
513
|
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
$237K
|
+$125K
|
+3,906
|
+100%
|
|
|
514
|
Custos Family Office
Austin,
Texas
|
$235K
|
+$234K
|
+7,328
|
New
|
|
|
515
|
Crown Wealth Group
Charlotte,
North Carolina
|
$227K
|
+$227K
|
+7,100
|
New
|
|
|
516
|
Soros Capital Management
New York
|
$226K
|
–
|
–
|
–
|
|
|
517
|
Magnus Financial Group
New York
|
$226K
|
+$225K
|
+7,050
|
New
|
|
|
518
|
WesBanco Bank
Wheeling,
West Virginia
|
$223K
|
+$222K
|
+6,962
|
New
|
|
|
519
|
Ferris Capital
Marlborough,
Massachusetts
|
$221K
|
-$56.3K
|
-1,765
|
-20%
|
|
|
520
|
Tiemann Investment Advisors
Menlo Park,
California
|
$220K
|
–
|
–
|
–
|
|
|
521
|
Inscription Capital
Houston,
Texas
|
$216K
|
-$49.4K
|
-1,548
|
-19%
|
|
|
522
|
Personal CFO Solutions
Chester,
New Jersey
|
$214K
|
+$214K
|
+6,694
|
New
|
|
|
523
|
Equitable Trust
Nashville,
Tennessee
|
$213K
|
+$212K
|
+6,646
|
New
|
|
|
524
|
Boothbay Fund Management
New York
|
$212K
|
-$1.27M
|
-39,794
|
-86%
|
|
|
525
|
Northcape Wealth Management
Williamsville,
New York
|
$211K
|
+$211K
|
+6,600
|
New
|
|
