|
501
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$2.18M
|
-$102K
|
-1,997
|
-4%
|
|
|
502
|
Williams Jones & Associates
New York
|
$2.17M
|
-$37.6K
|
-735
|
-2%
|
|
|
503
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$2.16M
|
+$1.11M
|
+21,816
|
+108%
|
|
|
504
|
Crow Point Partners
Boston,
Massachusetts
|
$2.16M
|
+$400K
|
+7,829
|
+23%
|
|
|
505
|
Chesley Taft & Associates
Chicago,
Illinois
|
$2.13M
|
-$40.5K
|
-792
|
-2%
|
|
|
506
|
Ancora Advisors
Cleveland,
Ohio
|
$2.08M
|
+$1.05M
|
+20,627
|
+104%
|
|
|
507
|
WealthShield Partners
Cary,
North Carolina
|
$2.08M
|
+$630K
|
+12,327
|
+44%
|
|
|
508
|
Synovus Financial
Columbus,
Georgia
|
$2.07M
|
+$119K
|
+2,335
|
+6%
|
|
|
509
|
Concentric Wealth Management
Lafayette,
California
|
$2.06M
|
+$39.1K
|
+765
|
+2%
|
|
|
510
|
Level Four Advisory Services
Dallas,
Texas
|
$2.04M
|
+$1.05M
|
+20,563
|
+107%
|
|
|
511
|
Clearstead Advisors
Cleveland,
Ohio
|
$2.03M
|
-$1.22M
|
-23,882
|
-38%
|
|
|
512
|
Mutual Advisors
Omaha,
Nebraska
|
$2.02M
|
+$1.33M
|
+25,953
|
+196%
|
|
|
513
|
ETrade Capital Management
Arlington,
Virginia
|
$2M
|
+$1.98M
|
+38,807
|
New
|
|
|
514
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$1.97M
|
-$865K
|
-16,922
|
-31%
|
|
|
515
|
SOL Capital Management
Rockville,
Maryland
|
$1.97M
|
+$64.4K
|
+1,260
|
+3%
|
|
|
516
|
One Capital Management
Westlake Village,
California
|
$1.96M
|
+$3.88K
|
+76
|
+0.2%
|
|
|
517
|
WealthStone
Columbus,
Ohio
|
$1.95M
|
–
|
–
|
–
|
|
|
518
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$1.94M
|
+$703K
|
+13,765
|
+57%
|
|
|
519
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$1.94M
|
+$96.8K
|
+1,894
|
+5%
|
|
|
520
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$1.93M
|
-$148K
|
-2,905
|
-7%
|
|
|
521
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$1.92M
|
+$78.6K
|
+1,538
|
+4%
|
|
|
522
|
Tiedemann Advisors
New York
|
$1.9M
|
+$143K
|
+2,795
|
+8%
|
|
|
523
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.9M
|
+$197K
|
+3,847
|
+12%
|
|
|
524
|
TrueWealth LLC
Atlanta,
Georgia
|
$1.89M
|
-$450K
|
-8,810
|
-19%
|
|
|
525
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$1.89M
|
+$12.8K
|
+250
|
+0.7%
|
|
