|
501
|
Carret Asset Management
New York
|
$4.26M
|
+$216K
|
+2,344
|
+6%
|
|
|
502
|
Legacy Advisory Services
Exton,
Pennsylvania
|
$4.2M
|
+$207K
|
+2,238
|
+5%
|
|
|
503
|
IFG Advisory
Atlanta,
Georgia
|
$4.14M
|
-$178K
|
-1,931
|
-4%
|
|
|
504
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$4.13M
|
-$141K
|
-1,525
|
-3%
|
|
|
505
|
Capital Advantage
Walnut Creek,
California
|
$4.11M
|
+$1.08M
|
+11,702
|
+38%
|
|
|
506
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$4.1M
|
+$262K
|
+2,833
|
+7%
|
|
|
507
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$4.06M
|
+$1.08M
|
+11,705
|
+38%
|
|
|
508
|
KPP Advisory Services
Louisville,
Kentucky
|
$4.05M
|
-$545K
|
-5,900
|
-12%
|
|
|
509
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$4.04M
|
+$402K
|
+4,349
|
+12%
|
|
|
510
|
Whittier Trust
South Pasadena,
California
|
$4.02M
|
–
|
–
|
–
|
|
|
511
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$4.02M
|
+$126K
|
+1,360
|
+3%
|
|
|
512
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$4M
|
-$93.2K
|
-1,010
|
-2%
|
|
|
513
|
SGL Investment Advisors
Missoula,
Montana
|
$4M
|
+$3.68M
|
+39,819
|
New
|
|
|
514
|
Stephens Inc
Little Rock,
Arkansas
|
$3.99M
|
-$134K
|
-1,446
|
-3%
|
|
|
515
|
Vontobel Holding
Zurich,
Switzerland
|
$3.99M
|
-$201K
|
-2,179
|
-5%
|
|
|
516
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$3.98M
|
-$318K
|
-3,445
|
-8%
|
|
|
517
|
S&CO Inc
Boston,
Massachusetts
|
$3.94M
|
–
|
–
|
–
|
|
|
518
|
Private Advisory Group
Redmond,
Washington
|
$3.93M
|
-$21.4K
|
-232
|
-0.6%
|
|
|
519
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$3.9M
|
-$47.7K
|
-517
|
-1%
|
|
|
520
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$3.87M
|
-$331K
|
-3,585
|
-8%
|
|
|
521
|
Hudson Capital Management
Ramsey,
New Jersey
|
$3.85M
|
+$926K
|
+10,029
|
+33%
|
|
|
522
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$3.83M
|
–
|
–
|
–
|
|
|
523
|
Prospera Financial Services
Dallas,
Texas
|
$3.83M
|
+$425K
|
+4,605
|
+13%
|
|
|
524
|
Objective Capital Management
Pepper Pike,
Ohio
|
$3.8M
|
+$3.67M
|
+39,701
|
New
|
|
|
525
|
Truepoint Inc
Cincinnati,
Ohio
|
$3.78M
|
-$41.3K
|
-447
|
-1%
|
|
