|
376
|
Choate Investment Advisors
Boston,
Massachusetts
|
$5.33M
|
–
|
–
|
–
|
|
|
377
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$5.32M
|
-$3.36M
|
-19,780
|
-38%
|
|
|
378
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$5.29M
|
-$184K
|
-1,083
|
-3%
|
|
|
379
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$5.27M
|
+$342K
|
+2,015
|
+7%
|
|
|
380
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$5.17M
|
-$349K
|
-2,055
|
-6%
|
|
|
381
|
IFP Advisors
Tampa,
Florida
|
$5.06M
|
+$230K
|
+1,356
|
+5%
|
|
|
382
|
Ancora Advisors
Cleveland,
Ohio
|
$5.02M
|
-$114K
|
-673
|
-2%
|
|
|
383
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$5.01M
|
-$68.3K
|
-402
|
-1%
|
|
|
384
|
Capital Wealth Planning
Naples,
Florida
|
$4.99M
|
-$135K
|
-797
|
-3%
|
|
|
385
|
Blue Fin Capital
Warren,
Rhode Island
|
$4.98M
|
+$13.4K
|
+79
|
+0.3%
|
|
|
386
|
Global Endowment Management
Charlotte,
North Carolina
|
$4.97M
|
–
|
–
|
–
|
|
|
387
|
Point72 Asset Management
Stamford,
Connecticut
|
$4.97M
|
+$2.38M
|
+14,000
|
+88%
|
|
|
388
|
ExodusPoint Capital Management
New York
|
$4.97M
|
+$4.25M
|
+25,000
|
+500%
|
|
|
389
|
Avidian Wealth Enterprises
Houston,
Texas
|
$4.96M
|
-$3.75M
|
-22,074
|
-42%
|
|
|
390
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$4.93M
|
+$5.06M
|
+29,785
|
New
|
|
|
391
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$4.9M
|
-$297K
|
-1,750
|
-6%
|
|
|
392
|
Atria Investments
Charlotte,
North Carolina
|
$4.86M
|
-$1.3M
|
-7,672
|
-21%
|
|
|
393
|
Executive Wealth Management
Brighton,
Michigan
|
$4.86M
|
+$424K
|
+2,493
|
+9%
|
|
|
394
|
Versant Capital Management
Phoenix,
Arizona
|
$4.8M
|
-$194K
|
-1,139
|
-4%
|
|
|
395
|
M Holdings Securities
Portland,
Oregon
|
$4.77M
|
+$416K
|
+2,450
|
+9%
|
|
|
396
|
Western Wealth Management
Golden,
Colorado
|
$4.73M
|
+$1.05M
|
+6,162
|
+28%
|
|
|
397
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$4.71M
|
+$359K
|
+2,114
|
+8%
|
|
|
398
|
Perigon Wealth Management
San Francisco,
California
|
$4.71M
|
-$1.4M
|
-8,248
|
-23%
|
|
|
399
|
Quantitative Investment Management
Charlottesville,
Virginia
|
$4.7M
|
-$12.9M
|
-76,025
|
-73%
|
|
|
400
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$4.67M
|
+$51.3K
|
+302
|
+1%
|
|
