|
501
|
Middleton & Co
Boston,
Massachusetts
|
$405K
|
–
|
–
|
–
|
|
|
502
|
Great Diamond Partners
Portland,
Maine
|
$405K
|
+$386K
|
+345
|
New
|
|
|
503
|
|
$404K
|
-$249K
|
-223
|
-39%
|
|
|
504
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$403K
|
+$5.59K
|
+5
|
+1%
|
|
|
505
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$398K
|
-$21.2K
|
-19
|
-5%
|
|
|
506
|
Scotia Capital
Toronto,
Ontario, Canada
|
$397K
|
-$27.9K
|
-25
|
-7%
|
|
|
507
|
Security Financial Services
Fort Wayne,
Indiana
|
$397K
|
+$88.3K
|
+79
|
+31%
|
|
|
508
|
Summit Financial Strategies
Columbus,
Ohio
|
$395K
|
-$49.2K
|
-44
|
-12%
|
|
|
509
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$390K
|
-$71.5K
|
-64
|
-16%
|
|
|
510
|
Lido Advisors
Los Angeles,
California
|
$378K
|
+$55.9K
|
+50
|
+18%
|
|
|
511
|
Lafayette Investments
Ashton,
Maryland
|
$374K
|
-$3.35K
|
-3
|
-0.9%
|
|
|
512
|
Bennett Selby Investments
Falmouth,
Maine
|
$371K
|
+$7.82K
|
+7
|
+2%
|
|
|
513
|
Penobscot Investment Management
Boston,
Massachusetts
|
$370K
|
–
|
–
|
–
|
|
|
514
|
Caxton Associates (UK)
London,
|
$369K
|
+$351K
|
+314
|
New
|
|
|
515
|
Impact Investors
San Francisco,
California
|
$368K
|
+$34.6K
|
+31
|
+11%
|
|
|
516
|
Cresset Asset Management
Chicago,
Illinois
|
$363K
|
-$538K
|
-481
|
-61%
|
|
|
517
|
Cannell & Spears
New York
|
$363K
|
–
|
–
|
–
|
|
|
518
|
Western Wealth Management
Golden,
Colorado
|
$362K
|
-$1.12K
|
-1
|
-0.3%
|
|
|
519
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$356K
|
-$10.1K
|
-9
|
-3%
|
|
|
520
|
NEOS Investment Management
Westport,
Connecticut
|
$354K
|
–
|
–
|
–
|
|
|
521
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$352K
|
–
|
–
|
–
|
|
|
522
|
FORA Capital
Miami,
Florida
|
$351K
|
+$334K
|
+299
|
New
|
|
|
523
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$350K
|
-$161K
|
-144
|
-33%
|
|
|
524
|
Siemens Fonds Invest
Munich,
Germany
|
$349K
|
+$57K
|
+51
|
+21%
|
|
|
525
|
Apeiron RIA
Dallas,
Texas
|
$345K
|
-$16.8K
|
-15
|
-5%
|
|
