|
501
|
Sequoia Financial Advisors
Akron,
Ohio
|
$295K
|
+$21.5K
|
+3
|
+8%
|
|
|
502
|
HB Wealth Management
Atlanta,
Georgia
|
$295K
|
-$179K
|
-25
|
-38%
|
|
|
503
|
Burney Company
Reston,
Virginia
|
$295K
|
-$14.3K
|
-2
|
-5%
|
|
|
504
|
RWA Wealth Partners
Newton,
Massachusetts
|
$295K
|
–
|
–
|
–
|
|
|
505
|
Ballentine Partners
Waltham,
Massachusetts
|
$295K
|
+$57.3K
|
+8
|
+25%
|
|
|
506
|
Argyle Capital Partners
Los Angeles,
California
|
$295K
|
+$287K
|
+40
|
New
|
|
|
507
|
Canada Post Corporation Pension Plan
Toronto,
Canada
|
$295K
|
+$287K
|
+40
|
New
|
|
|
508
|
Ground Swell Capital
Folly Beach,
South Carolina
|
$295K
|
+$287K
|
+40
|
New
|
|
|
509
|
Jones Financial Companies
Des Peres,
Missouri
|
$295K
|
+$57.3K
|
+8
|
+25%
|
|
|
510
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$288K
|
-$28.7K
|
-4
|
-9%
|
|
|
511
|
Inspire Investing
Meridian,
Idaho
|
$281K
|
-$2.62M
|
-365
|
-91%
|
|
|
512
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$281K
|
-$50.2K
|
-7
|
-16%
|
|
|
513
|
Callan Family Office
Radnor,
Pennsylvania
|
$281K
|
+$272K
|
+38
|
New
|
|
|
514
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$276K
|
+$14.3K
|
+2
|
+6%
|
|
|
515
|
Knollwood Investment Advisory
Hunt Valley,
Maryland
|
$273K
|
–
|
–
|
–
|
|
|
516
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$273K
|
+$28.7K
|
+4
|
+12%
|
|
|
517
|
MBB Public Markets
Chicago,
Illinois
|
$266K
|
-$50.2K
|
-7
|
-16%
|
|
|
518
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$266K
|
–
|
–
|
–
|
|
|
519
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$266K
|
–
|
–
|
–
|
|
|
520
|
Guggenheim Capital
Chicago,
Illinois
|
$266K
|
–
|
–
|
–
|
|
|
521
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$258K
|
–
|
–
|
–
|
|
|
522
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$258K
|
–
|
–
|
–
|
|
|
523
|
Trust Asset Management
Houston,
Texas
|
$258K
|
–
|
–
|
–
|
|
|
524
|
Geneos Wealth Management
Englewood,
Colorado
|
$258K
|
+$7.17K
|
+1
|
+3%
|
|
|
525
|
Ostrum Asset Management
Paris,
France
|
$258K
|
+$7.17K
|
+1
|
+3%
|
|
