|
501
|
Colonial Trust
Spartanburg,
South Carolina
|
$1.33M
|
+$201K
|
+3,443
|
+16%
|
|
|
502
|
WealthShield Partners
Cary,
North Carolina
|
$1.31M
|
+$1.43M
|
+24,607
|
New
|
|
|
503
|
Principal Securities
Des Moines,
Iowa
|
$1.31M
|
+$136K
|
+2,340
|
+11%
|
|
|
504
|
Brown Brothers Harriman & Co
New York
|
$1.31M
|
+$122K
|
+2,091
|
+9%
|
|
|
505
|
Point72 Asia (Singapore)
Singapore
|
$1.31M
|
+$1.42M
|
+24,461
|
New
|
|
|
506
|
Tokio Marine Asset Management
Tokyo,
Japan
|
$1.31M
|
–
|
–
|
–
|
|
|
507
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.29M
|
+$127K
|
+2,176
|
+10%
|
|
|
508
|
Belpointe Asset Management
Reno,
Nevada
|
$1.28M
|
-$379K
|
-6,514
|
-24%
|
|
|
509
|
Investment Advisory Group
Hanover,
Massachusetts
|
$1.28M
|
-$49K
|
-842
|
-3%
|
|
|
510
|
Kingswood Wealth Advisors
San Diego,
California
|
$1.27M
|
+$322K
|
+5,522
|
+30%
|
|
|
511
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.27M
|
+$255K
|
+4,371
|
+23%
|
|
|
512
|
Fairtree Asset Management
Bellville, Cape Town,
South Africa
|
$1.27M
|
+$1.38M
|
+23,689
|
New
|
|
|
513
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.26M
|
-$4.84M
|
-83,142
|
-78%
|
|
|
514
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$1.26M
|
+$24.5K
|
+420
|
+2%
|
|
|
515
|
Schnieders Capital Management
Pasadena,
California
|
$1.26M
|
-$391K
|
-6,716
|
-22%
|
|
|
516
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$1.25M
|
+$1.37M
|
+23,455
|
New
|
|
|
517
|
Adams Asset Advisors
Dallas,
Texas
|
$1.25M
|
+$241K
|
+4,132
|
+21%
|
|
|
518
|
Moors & Cabot
Boston,
Massachusetts
|
$1.24M
|
-$20.3K
|
-348
|
-1%
|
|
|
519
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$1.24M
|
+$170K
|
+2,913
|
+14%
|
|
|
520
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.24M
|
-$509K
|
-8,737
|
-27%
|
|
|
521
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$1.24M
|
-$133K
|
-2,283
|
-9%
|
|
|
522
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1.24M
|
+$156K
|
+2,682
|
+13%
|
|
|
523
|
Raleigh Capital Management
Cary,
North Carolina
|
$1.23M
|
+$4.48K
|
+77
|
+0.3%
|
|
|
524
|
Golden State Equity Partners
South Coast Metro,
California
|
$1.22M
|
+$412K
|
+7,072
|
+45%
|
|
|
525
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.21M
|
+$83.2K
|
+1,428
|
+7%
|
|
