|
501
|
Waverly Advisors
Birmingham,
Alabama
|
$9.14M
|
+$28.5K
|
+387
|
+0.3%
|
|
|
502
|
Rovin Capital
Mesa,
Arizona
|
$9.12M
|
+$2.78M
|
+37,783
|
+43%
|
|
|
503
|
Armbruster Capital Management
Pittsford,
New York
|
$9.09M
|
+$1.51M
|
+20,498
|
+20%
|
|
|
504
|
Asset Dedication LLC
San Francisco,
California
|
$9.04M
|
-$350K
|
-4,750
|
-4%
|
|
|
505
|
Webster Bank
Waterbury,
Connecticut
|
$8.99M
|
+$286K
|
+3,889
|
+3%
|
|
|
506
|
Simon Quick Advisors
Morristown,
New Jersey
|
$8.97M
|
-$722K
|
-9,809
|
-7%
|
|
|
507
|
Tectonic Advisors
Frisco,
Texas
|
$8.97M
|
–
|
–
|
–
|
|
|
508
|
NBT Bank
Norwich,
New York
|
$8.96M
|
+$335K
|
+4,554
|
+4%
|
|
|
509
|
Axxcess Wealth Management
Carlsbad,
California
|
$8.9M
|
+$449K
|
+6,100
|
+5%
|
|
|
510
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$8.83M
|
+$261K
|
+3,546
|
+3%
|
|
|
511
|
Foundry Financial Group
Laconia,
New Hampshire
|
$8.79M
|
+$354K
|
+4,816
|
+4%
|
|
|
512
|
Stokes Family Office
New Orleans,
Louisiana
|
$8.77M
|
-$123K
|
-1,673
|
-1%
|
|
|
513
|
James J. Burns & Company
Melville,
New York
|
$8.74M
|
+$5.17M
|
+70,216
|
+140%
|
|
|
514
|
Regal Investment Advisors
Kentwood,
Michigan
|
$8.69M
|
+$41.9K
|
+570
|
+0.5%
|
|
|
515
|
SC&H Financial Advisors
Sparks,
Maryland
|
$8.68M
|
+$60K
|
+815
|
+0.7%
|
|
|
516
|
Conning Inc
Hartford,
Connecticut
|
$8.63M
|
–
|
–
|
–
|
|
|
517
|
Highline Wealth Partners
Sherman Oaks,
California
|
$8.63M
|
+$289K
|
+3,931
|
+3%
|
|
|
518
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$8.61M
|
+$6.08M
|
+82,594
|
+230%
|
|
|
519
|
Bremer Bank National Association
St Paul,
Minnesota
|
$8.6M
|
-$2.09M
|
-28,470
|
-19%
|
|
|
520
|
ArchPoint Investors
Coral Gables,
Florida
|
$8.55M
|
–
|
–
|
–
|
|
|
521
|
Freestone Capital Holdings
Seattle,
Washington
|
$8.55M
|
-$393K
|
-5,344
|
-4%
|
|
|
522
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$8.54M
|
-$188K
|
-2,558
|
-2%
|
|
|
523
|
Life Planning Partners
Jacksonville,
Florida
|
$8.52M
|
+$302K
|
+4,101
|
+4%
|
|
|
524
|
Massachusetts Financial Services
Boston,
Massachusetts
|
$8.51M
|
+$8.62M
|
+117,199
|
New
|
|
|
525
|
Allie Family Office
Miami,
Florida
|
$8.48M
|
+$262K
|
+3,560
|
+3%
|
|
