|
526
|
Venture Visionary Partners
Sylvania,
Ohio
|
$9.56M
|
+$570K
|
+3,071
|
+7%
|
|
|
527
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
$9.54M
|
+$89.1K
|
+480
|
+1%
|
|
|
528
|
Strategic Planning Group
Bountiful,
Utah
|
$9.45M
|
+$420K
|
+2,260
|
+5%
|
|
|
529
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
$9.45M
|
-$316K
|
-1,699
|
-4%
|
|
|
530
|
Mizuho Securities USA
New York
|
$9.36M
|
-$1.35M
|
-7,259
|
-14%
|
|
|
531
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$9.34M
|
+$853K
|
+4,591
|
+11%
|
|
|
532
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$9.33M
|
+$329K
|
+1,769
|
+4%
|
|
|
533
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$9.33M
|
+$1.11M
|
+5,953
|
+15%
|
|
|
534
|
Goelzer Investment Management
Carmel,
Indiana
|
$9.32M
|
-$760K
|
-4,095
|
-8%
|
|
|
535
|
Equitable Holdings
New York
|
$9.23M
|
+$1.32M
|
+7,107
|
+19%
|
|
|
536
|
Community Financial Services Group
Newport,
Vermont
|
$9.18M
|
+$77.1K
|
+415
|
+0.9%
|
|
|
537
|
Shell Asset Management
The Hague,
Netherlands
|
$9.08M
|
+$1.25M
|
+6,750
|
+18%
|
|
|
538
|
Concurrent Investment Advisors
Tampa,
Florida
|
$9.06M
|
+$1.41M
|
+7,588
|
+21%
|
|
|
539
|
1ST Source Bank
South Bend,
Indiana
|
$9.03M
|
-$9.84K
|
-53
|
-0.1%
|
|
|
540
|
Avanza Fonder
Stockholm,
Sweden
|
$8.98M
|
+$416K
|
+2,239
|
+5%
|
|
|
541
|
BigSur Wealth Management
Miami,
Florida
|
$8.89M
|
+$14.9K
|
+80
|
+0.2%
|
|
|
542
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$8.87M
|
+$339K
|
+1,826
|
+4%
|
|
|
543
|
Sand Hill Global Advisors
Palo Alto,
California
|
$8.87M
|
+$158K
|
+850
|
+2%
|
|
|
544
|
Colonial Trust
Spartanburg,
South Carolina
|
$8.85M
|
-$77.8K
|
-419
|
-1%
|
|
|
545
|
Burr Financial Services
Pleasant Hill,
California
|
$8.85M
|
-$1.68M
|
-9,061
|
-17%
|
|
|
546
|
Advisory Services Network
Atlanta,
Georgia
|
$8.84M
|
-$1.22M
|
-6,565
|
-11%
|
|
|
547
|
|
$8.84M
|
+$4.53M
|
+24,414
|
+130%
|
|
|
548
|
NBW Capital
Boston,
Massachusetts
|
$8.75M
|
+$70.9K
|
+382
|
+0.9%
|
|
|
549
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$8.75M
|
-$379K
|
-2,040
|
-5%
|
|
|
550
|
Diversify Wealth Management
Sandy,
Utah
|
$8.71M
|
+$850K
|
+4,576
|
+10%
|
|
