|
501
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$701K
|
+$180K
|
+2,435
|
+34%
|
|
|
502
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$700K
|
+$63K
|
+854
|
+10%
|
|
|
503
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$695K
|
-$16.4K
|
-222
|
-2%
|
|
|
504
|
XML Financial
Bethesda,
Maryland
|
$687K
|
-$165K
|
-2,237
|
-19%
|
|
|
505
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$687K
|
+$688K
|
+9,328
|
New
|
|
|
506
|
Alterna Wealth Management
Houston,
Texas
|
$686K
|
–
|
–
|
–
|
|
|
507
|
Narus Financial Partners
Salt Lake City,
Utah
|
$681K
|
+$291K
|
+3,941
|
+74%
|
|
|
508
|
Washington Trust
Westerly,
Rhode Island
|
$680K
|
+$328K
|
+4,444
|
+93%
|
|
|
509
|
SigFig Wealth Management
San Francisco,
California
|
$680K
|
-$87.3K
|
-1,184
|
-11%
|
|
|
510
|
Smith Anglin Financial
Dallas,
Texas
|
$677K
|
+$209K
|
+2,838
|
+45%
|
|
|
511
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$676K
|
-$43.5K
|
-590
|
-6%
|
|
|
512
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$670K
|
+$4.64K
|
+63
|
+0.7%
|
|
|
513
|
Beam Wealth Advisors
Covington,
Louisiana
|
$668K
|
-$1.03M
|
-13,932
|
-61%
|
|
|
514
|
Level Four Advisory Services
Dallas,
Texas
|
$658K
|
+$169K
|
+2,296
|
+35%
|
|
|
515
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$657K
|
+$108K
|
+1,464
|
+20%
|
|
|
516
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$645K
|
+$76.4K
|
+1,036
|
+13%
|
|
|
517
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$642K
|
-$166K
|
-2,246
|
-20%
|
|
|
518
|
Pinnacle Associates
New York
|
$609K
|
+$41.9K
|
+569
|
+7%
|
|
|
519
|
Breakwater Capital Group
Paramus,
New Jersey
|
$608K
|
+$609K
|
+8,255
|
New
|
|
|
520
|
Brown Advisory
Baltimore,
Maryland
|
$607K
|
+$608K
|
+8,249
|
New
|
|
|
521
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$603K
|
–
|
–
|
–
|
|
|
522
|
CEDRUS
Littleton,
Colorado
|
$599K
|
+$201K
|
+2,733
|
+51%
|
|
|
523
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$599K
|
–
|
–
|
–
|
|
|
524
|
LWMG LLC
Lake Elmo,
Minnesota
|
$594K
|
+$595K
|
+8,067
|
New
|
|
|
525
|
Pacer Advisors
Malvern,
Pennsylvania
|
$594K
|
–
|
–
|
–
|
|
