|
101
|
Saxon Interests
Houston,
Texas
|
$672K
|
–
|
–
|
–
|
|
|
102
|
PFG Investments
Woodbury,
New York
|
$669K
|
+$58.4K
|
+714
|
+10%
|
|
|
103
|
Bramshill Investments
Naples,
Florida
|
$651K
|
+$368K
|
+4,500
|
+150%
|
|
|
104
|
Fidelity Investments
Boston,
Massachusetts
|
$617K
|
-$573
|
-7
|
-0.1%
|
|
|
105
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$607K
|
-$261M
|
-3,183,961
|
-100%
|
|
|
106
|
Garrison Point Advisors
Walnut Creek,
California
|
$598K
|
-$15.1K
|
-184
|
-3%
|
|
|
107
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$584K
|
-$18.8K
|
-230
|
-3%
|
|
|
108
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$581K
|
+$548K
|
+6,700
|
New
|
|
|
109
|
Transcend Capital Advisors
Madison,
New Jersey
|
$570K
|
+$538K
|
+6,575
|
New
|
|
|
110
|
|
$566K
|
+$213K
|
+2,600
|
+66%
|
|
|
111
|
&Partners
Nashville,
Tennessee
|
$566K
|
+$212K
|
+2,597
|
+66%
|
|
|
112
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
$534K
|
-$5.24K
|
-64
|
-1%
|
|
|
113
|
Equitable Holdings
New York
|
$532K
|
-$5.65K
|
-69
|
-1%
|
|
|
114
|
Davis Investment Partners
Charlotte,
North Carolina
|
$521K
|
–
|
–
|
–
|
|
|
115
|
|
$500K
|
+$472K
|
+5,772
|
New
|
|
|
116
|
Harding Loevner
Bridgewater,
New Jersey
|
$492K
|
+$474K
|
+5,791
|
New
|
|
|
117
|
First Wilshire Securities Management
Pasadena,
California
|
$486K
|
–
|
–
|
–
|
|
|
118
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$485K
|
+$457K
|
+5,590
|
New
|
|
|
119
|
Odyssey Capital Advisors
Bala Cynwyd,
Pennsylvania
|
$472K
|
-$16.6K
|
-203
|
-4%
|
|
|
120
|
Patten & Patten
Chattanooga,
Tennessee
|
$468K
|
–
|
–
|
–
|
|
|
121
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$467K
|
-$5.89K
|
-72
|
-1%
|
|
|
122
|
Savvy Advisors Inc
New York
|
$456K
|
-$1.39K
|
-17
|
-0.3%
|
|
|
123
|
Capital Wealth Planning
Naples,
Florida
|
$456K
|
+$130K
|
+1,590
|
+43%
|
|
|
124
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$451K
|
+$425K
|
+5,193
|
New
|
|
|
125
|
Harrell Investment Partners
Austin,
Texas
|
$449K
|
+$423K
|
+5,175
|
New
|
|
