|
501
|
Concurrent Investment Advisors
Tampa,
Florida
|
$788K
|
+$63K
|
+235
|
+9%
|
|
|
502
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$788K
|
–
|
–
|
–
|
|
|
503
|
NEOS Investment Management
Westport,
Connecticut
|
$786K
|
+$473K
|
+1,766
|
+182%
|
|
|
504
|
|
$778K
|
-$210K
|
-785
|
-22%
|
|
|
505
|
Transcend Capital Advisors
Madison,
New Jersey
|
$776K
|
-$93.8K
|
-350
|
-11%
|
|
|
506
|
USA Financial Formulas
Ada,
Michigan
|
$769K
|
+$15.8K
|
+59
|
+2%
|
|
|
507
|
Sawyer & Company
Boston,
Massachusetts
|
$769K
|
+$44.5K
|
+166
|
+6%
|
|
|
508
|
First Horizon Corporation
Memphis,
Tennessee
|
$768K
|
+$717K
|
+2,675
|
New
|
|
|
509
|
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
$760K
|
-$5.63K
|
-21
|
-0.8%
|
|
|
510
|
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
$754K
|
-$36.2K
|
-135
|
-5%
|
|
|
511
|
Vontobel Holding
Zurich,
Switzerland
|
$752K
|
-$118K
|
-439
|
-14%
|
|
|
512
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$743K
|
+$183K
|
+682
|
+36%
|
|
|
513
|
Strathmore Capital Advisors
Charlotte,
North Carolina
|
$739K
|
-$47.2K
|
-176
|
-6%
|
|
|
514
|
Legacy Capital Group California
Los Gatos,
California
|
$736K
|
-$16.1K
|
-60
|
-2%
|
|
|
515
|
RWA Wealth Partners
Newton,
Massachusetts
|
$723K
|
+$1.88K
|
+7
|
+0.3%
|
|
|
516
|
LMR Partners
London,
United Kingdom
|
$723K
|
+$259K
|
+965
|
+62%
|
|
|
517
|
Duncker Streett & Co
St. Louis,
Missouri
|
$721K
|
–
|
–
|
–
|
|
|
518
|
Saybrook Capital
Winston Salem,
North Carolina
|
$718K
|
–
|
–
|
–
|
|
|
519
|
Farther Finance Advisors
San Francisco,
California
|
$716K
|
+$36.7K
|
+137
|
+6%
|
|
|
520
|
Essex Financial Services
Essex,
Connecticut
|
$706K
|
+$23.3K
|
+87
|
+4%
|
|
|
521
|
Venturi Wealth Management
Austin,
Texas
|
$704K
|
-$13.9K
|
-52
|
-2%
|
|
|
522
|
Coldstream Capital Management
Bellevue,
Washington
|
$700K
|
+$74.8K
|
+279
|
+13%
|
|
|
523
|
ViaWealth
Leawood,
Kansas
|
$694K
|
-$33.5K
|
-125
|
-5%
|
|
|
524
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$692K
|
-$3.48K
|
-13
|
-0.5%
|
|
|
525
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$690K
|
-$13.7K
|
-51
|
-2%
|
|
