|
501
|
First Personal Financial Services
Charlotte,
North Carolina
|
$227K
|
+$210K
|
+1,050
|
+2,188%
|
|
|
502
|
Starfire Investment Advisers
Southfield,
Michigan
|
$226K
|
–
|
–
|
–
|
|
|
503
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$213K
|
+$207K
|
+1,033
|
New
|
|
|
504
|
SouthState Corp
Winter Haven,
Florida
|
$212K
|
-$21.7K
|
-108
|
-10%
|
|
|
505
|
Agran Libbie
Santa Monica,
California
|
$208K
|
+$201K
|
+1,005
|
New
|
|
|
506
|
Lincoln Capital
Lincoln,
Nebraska
|
$207K
|
+$200K
|
+1,000
|
New
|
|
|
507
|
Catawba Capital Management
Roanoke,
Virginia
|
$206K
|
-$33.1K
|
-165
|
-14%
|
|
|
508
|
Corient Capital Partners
Newport Beach,
California
|
$206K
|
+$200K
|
+998
|
New
|
|
|
509
|
Ascent Wealth Partners
New Hartford,
New York
|
$206K
|
+$200K
|
+1,000
|
New
|
|
|
510
|
Burney Company
Reston,
Virginia
|
$202K
|
+$196K
|
+980
|
New
|
|
|
511
|
Oakworth Capital
Birmingham,
Alabama
|
$198K
|
-$10K
|
-50
|
-5%
|
|
|
512
|
WFG Advisors
Dallas,
Texas
|
$162K
|
+$56.3K
|
+281
|
+56%
|
|
|
513
|
Whittier Trust
South Pasadena,
California
|
$152K
|
–
|
–
|
–
|
|
|
514
|
Creative Planning
Overland Park,
Kansas
|
$148K
|
+$10.2K
|
+51
|
+8%
|
|
|
515
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$147K
|
+$5.81K
|
+29
|
+4%
|
|
|
516
|
NN Investment Partners Holdings
The Hague,
Netherlands
|
$144K
|
–
|
–
|
–
|
|
|
517
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$129K
|
+$10.2K
|
+51
|
+9%
|
|
|
518
|
Cutler Group
San Francisco,
California
|
$125K
|
+$122K
|
+610
|
New
|
|
|
519
|
Private Advisor Group
Morristown,
New Jersey
|
$118K
|
+$10.1M
|
+50,286
|
New
|
|
|
520
|
Manchester Capital Management
Manchester,
Vermont
|
$114K
|
–
|
–
|
–
|
|
|
521
|
Acadian Asset Management
Boston,
Massachusetts
|
$109K
|
–
|
–
|
–
|
|
|
522
|
First Horizon Advisors
Memphis,
Tennessee
|
$108K
|
-$286K
|
-1,428
|
-73%
|
|
|
523
|
|
$101K
|
+$77.6K
|
+387
|
+387%
|
|
|
524
|
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
$99K
|
+$1.4K
|
+7
|
+1%
|
|
|
525
|
Israel Discount Bank of New York
New York
|
$96K
|
–
|
–
|
–
|
|
