|
501
|
Zhang Financial
Portage,
Michigan
|
$1.24M
|
–
|
–
|
–
|
|
|
502
|
SVB Wealth
Boston,
Massachusetts
|
$1.24M
|
+$381K
|
+3,348
|
+47%
|
|
|
503
|
|
$1.23M
|
+$130K
|
+1,145
|
+12%
|
|
|
504
|
Accel Wealth Management
Waverly,
Iowa
|
$1.23M
|
-$89K
|
-783
|
-7%
|
|
|
505
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$1.23M
|
+$80.4K
|
+707
|
+7%
|
|
|
506
|
Crawford Lake Capital Management
Lakewood,
New Jersey
|
$1.23M
|
+$1.18M
|
+10,370
|
New
|
|
|
507
|
Sabadell Asset Management
Sant Cugat Del Valles,
Spain
|
$1.22M
|
–
|
–
|
–
|
|
|
508
|
Virtue Capital Management
Brentwood,
Tennessee
|
$1.22M
|
+$240K
|
+2,107
|
+26%
|
|
|
509
|
Trust Investment Advisors
Indianapolis,
Indiana
|
$1.21M
|
+$22.3K
|
+196
|
+2%
|
|
|
510
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$1.21M
|
+$1.16M
|
+10,200
|
New
|
|
|
511
|
Bray Capital Advisors
Naples,
Florida
|
$1.2M
|
+$11.6K
|
+102
|
+1%
|
|
|
512
|
Bessemer Securities
New York
|
$1.2M
|
+$373K
|
+3,279
|
+48%
|
|
|
513
|
Plimoth Trust
Plymouth,
Massachusetts
|
$1.17M
|
-$30.7K
|
-270
|
-3%
|
|
|
514
|
Lazard Asset Management
New York
|
$1.17M
|
-$110K
|
-971
|
-9%
|
|
|
515
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$1.17M
|
-$20.6K
|
-181
|
-2%
|
|
|
516
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$1.17M
|
+$14.6K
|
+128
|
+1%
|
|
|
517
|
Strategic Advisors
New York
|
$1.16M
|
-$171K
|
-1,500
|
-13%
|
|
|
518
|
Thomas White International
Chicago,
Illinois
|
$1.16M
|
–
|
–
|
–
|
|
|
519
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$1.15M
|
-$89.4K
|
-786
|
-8%
|
|
|
520
|
Oxler Private Wealth
Rye Brook,
New York
|
$1.14M
|
+$12.2K
|
+107
|
+1%
|
|
|
521
|
Institute for Wealth Management
Denver,
Colorado
|
$1.14M
|
-$6.94K
|
-61
|
-0.6%
|
|
|
522
|
Summit Securities Group
New York
|
$1.13M
|
-$351K
|
-3,085
|
-24%
|
|
|
523
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$1.13M
|
+$5.68K
|
+50
|
+0.5%
|
|
|
524
|
Bank of the West
Monterey Park,
California
|
$1.12M
|
-$19.7K
|
-173
|
-2%
|
|
|
525
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$1.09M
|
-$1.14K
|
-10
|
-0.1%
|
|
