|
526
|
Intellectus Partners
San Francisco,
California
|
$593K
|
-$38.5K
|
-19
|
-6%
|
|
|
527
|
iA Global Asset Management
Quebec,
Quebec, Canada
|
$593K
|
+$36.5K
|
+18
|
+7%
|
|
|
528
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$591K
|
–
|
–
|
–
|
|
|
529
|
Leavell Investment Management
Mobile,
Alabama
|
$585K
|
–
|
–
|
–
|
|
|
530
|
World Investment Advisors
Santa Barbara,
California
|
$584K
|
+$551K
|
+272
|
New
|
|
|
531
|
NBT Bank
Norwich,
New York
|
$580K
|
+$172K
|
+85
|
+46%
|
|
|
532
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$574K
|
+$46.6K
|
+23
|
+9%
|
|
|
533
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$574K
|
+$142K
|
+70
|
+36%
|
|
|
534
|
WCM Investment Management
Laguna Beach,
California
|
$574K
|
-$20.3K
|
-10
|
-4%
|
|
|
535
|
Farther Finance Advisors
San Francisco,
California
|
$572K
|
+$227K
|
+112
|
+73%
|
|
|
536
|
Roehl & Yi Investment Advisors
Eugene,
Oregon
|
$563K
|
-$2.03K
|
-1
|
-0.4%
|
|
|
537
|
Allen Investment Management
New York
|
$563K
|
–
|
–
|
–
|
|
|
538
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$563K
|
–
|
–
|
–
|
|
|
539
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$562K
|
-$12.2K
|
-6
|
-2%
|
|
|
540
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$559K
|
–
|
–
|
–
|
|
|
541
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$546K
|
–
|
–
|
–
|
|
|
542
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$544K
|
+$136K
|
+67
|
+36%
|
|
|
543
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$542K
|
-$182K
|
-90
|
-26%
|
|
|
544
|
Norman Fields Gottscho Capital Management
New York
|
$537K
|
–
|
–
|
–
|
|
|
545
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$537K
|
–
|
–
|
–
|
|
|
546
|
Equitable Holdings
New York
|
$537K
|
+$109K
|
+54
|
+28%
|
|
|
547
|
Wealthspire Advisors (New York)
New York
|
$537K
|
+$150K
|
+74
|
+42%
|
|
|
548
|
Destination Wealth Management
Walnut Creek,
California
|
$537K
|
+$506K
|
+250
|
New
|
|
|
549
|
Qtron Investments
Boston,
Massachusetts
|
$535K
|
–
|
–
|
–
|
|
|
550
|
EP Wealth Advisors
Torrance,
California
|
$535K
|
+$504K
|
+249
|
New
|
|
