|
651
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$3.08M
|
–
|
–
|
–
|
|
|
652
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$3.07M
|
-$947K
|
-4,700
|
-25%
|
|
|
653
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$3.07M
|
+$1.13M
|
+5,603
|
+73%
|
|
|
654
|
Jefferies Financial Group
New York
|
$3.06M
|
-$744K
|
-3,693
|
-21%
|
|
|
655
|
Spire Wealth Management
Mclean,
Virginia
|
$3.05M
|
-$338K
|
-1,676
|
-11%
|
|
|
656
|
Callan Family Office
Radnor,
Pennsylvania
|
$3.02M
|
-$240K
|
-1,189
|
-8%
|
|
|
657
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$3.01M
|
-$26.4K
|
-131
|
-0.9%
|
|
|
658
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$3M
|
+$503K
|
+2,495
|
+22%
|
|
|
659
|
Entropy Technologies
New York
|
$3M
|
+$2.77M
|
+13,721
|
New
|
|
|
660
|
Tweedy, Browne Co
Stamford,
Connecticut
|
$3M
|
–
|
–
|
–
|
|
|
661
|
Savvy Advisors Inc
New York
|
$2.99M
|
+$528K
|
+2,619
|
+24%
|
|
|
662
|
3Chopt Investment Partners
Richmond,
Virginia
|
$2.94M
|
+$69.1K
|
+343
|
+3%
|
|
|
663
|
GAM Holding
Zurich,
Switzerland
|
$2.94M
|
-$267K
|
-1,325
|
-9%
|
|
|
664
|
Farther Finance Advisors
San Francisco,
California
|
$2.91M
|
+$102K
|
+506
|
+4%
|
|
|
665
|
Eukles Asset Management
Cincinnati,
Ohio
|
$2.91M
|
-$131K
|
-648
|
-5%
|
|
|
666
|
Catalyst Funds Management
Sydney NSW,
Australia
|
$2.89M
|
+$2.67M
|
+13,250
|
New
|
|
|
667
|
Pinnacle Associates
New York
|
$2.89M
|
-$181K
|
-896
|
-6%
|
|
|
668
|
Freedom Day Solutions
Houston,
Texas
|
$2.89M
|
-$209K
|
-1,035
|
-7%
|
|
|
669
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$2.88M
|
-$403
|
-2
|
-0%
|
|
|
670
|
Congress Asset Management
Boston,
Massachusetts
|
$2.87M
|
+$457K
|
+2,266
|
+21%
|
|
|
671
|
Impact Partnership Wealth
Marietta,
Georgia
|
$2.83M
|
+$708K
|
+3,515
|
+37%
|
|
|
672
|
RiverFront Investment Group
Richmond,
Virginia
|
$2.8M
|
+$1.09M
|
+5,416
|
+73%
|
|
|
673
|
Meadowbrook Advisors Group
Bedminster,
New Jersey
|
$2.8M
|
+$283K
|
+1,402
|
+12%
|
|
|
674
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$2.78M
|
-$2.56M
|
-12,696
|
-51%
|
|
|
675
|
Hennessy Advisors Inc
Novato,
California
|
$2.77M
|
-$80.6K
|
-400
|
-3%
|
|
