|
526
|
Exeter Financial
Scottsdale,
Arizona
|
$1.7M
|
+$37K
|
+325
|
+2%
|
|
|
527
|
Thomas Story & Son
Culver,
Indiana
|
$1.67M
|
–
|
–
|
–
|
|
|
528
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$1.67M
|
–
|
–
|
–
|
|
|
529
|
|
$1.67M
|
-$243K
|
-2,135
|
-13%
|
|
|
530
|
Metropolitan Life Insurance Company (MetLife)
New York
|
$1.64M
|
-$429K
|
-3,773
|
-21%
|
|
|
531
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.64M
|
+$305K
|
+2,679
|
+23%
|
|
|
532
|
First City Capital Management
Savannah,
Georgia
|
$1.64M
|
–
|
–
|
–
|
|
|
533
|
Mission Creek Capital Partners
San Francisco,
California
|
$1.64M
|
+$7.85K
|
+69
|
+0.5%
|
|
|
534
|
Bollard Group
Boston,
Massachusetts
|
$1.64M
|
+$8.87K
|
+78
|
+0.5%
|
|
|
535
|
E. Ohman J:or Asset Management
Stockholm,
Sweden
|
$1.63M
|
–
|
–
|
–
|
|
|
536
|
Trek Financial
Scottsdale,
Arizona
|
$1.6M
|
+$625K
|
+5,490
|
+65%
|
|
|
537
|
Verition Fund Management
Greenwich,
Connecticut
|
$1.59M
|
+$1.07M
|
+9,401
|
+208%
|
|
|
538
|
Lee Financial
Dallas,
Texas
|
$1.59M
|
-$224K
|
-1,971
|
-12%
|
|
|
539
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$1.59M
|
+$50.1K
|
+440
|
+3%
|
|
|
540
|
Anchor Investment Management
Columbia,
South Carolina
|
$1.58M
|
+$19.9K
|
+175
|
+1%
|
|
|
541
|
Wealthspire Advisors (New York)
New York
|
$1.56M
|
-$210K
|
-1,849
|
-12%
|
|
|
542
|
Advisor OS
Chicago,
Illinois
|
$1.54M
|
-$42K
|
-369
|
-3%
|
|
|
543
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.53M
|
-$9.33K
|
-82
|
-0.6%
|
|
|
544
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$1.52M
|
-$47.9K
|
-421
|
-3%
|
|
|
545
|
Capital International Inc
Los Angeles,
California
|
$1.52M
|
-$38.7K
|
-340
|
-2%
|
|
|
546
|
Strategic Global Advisors
Newport Beach,
California
|
$1.52M
|
-$122K
|
-1,072
|
-7%
|
|
|
547
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$1.51M
|
-$47.1K
|
-414
|
-3%
|
|
|
548
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$1.5M
|
-$143K
|
-1,255
|
-9%
|
|
|
549
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$1.49M
|
+$374K
|
+3,291
|
+34%
|
|
|
550
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$1.49M
|
-$17.5K
|
-154
|
-1%
|
|
