|
501
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$2.87M
|
-$101K
|
-183
|
-3%
|
|
|
502
|
Encompass Wealth Advisors
Portland,
Oregon
|
$2.84M
|
–
|
–
|
–
|
|
|
503
|
KCM Investment Advisors
Greenbrae,
California
|
$2.83M
|
+$604K
|
+1,098
|
+28%
|
|
|
504
|
Trivium Point Advisory
Westport,
Connecticut
|
$2.81M
|
-$304K
|
-553
|
-10%
|
|
|
505
|
Davis Rea
Toronto,
Ontario, Canada
|
$2.81M
|
+$2.78M
|
+5,050
|
New
|
|
|
506
|
Portfolio Design Labs
Encino,
California
|
$2.81M
|
-$474K
|
-862
|
-15%
|
|
|
507
|
Second Line Capital
Metairie,
Louisiana
|
$2.8M
|
+$434K
|
+789
|
+19%
|
|
|
508
|
Cullinan Associates
Louisville,
Kentucky
|
$2.78M
|
–
|
–
|
–
|
|
|
509
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$2.77M
|
+$763K
|
+1,388
|
+39%
|
|
|
510
|
Erste Asset Management
Vienna,
Austria
|
$2.77M
|
–
|
–
|
–
|
|
|
511
|
Cannell & Spears
New York
|
$2.77M
|
–
|
–
|
–
|
|
|
512
|
Harvest Fund Management
Beijing,
China
|
$2.75M
|
+$934K
|
+1,699
|
+52%
|
|
|
513
|
Sequoia Financial Advisors
Akron,
Ohio
|
$2.74M
|
+$256K
|
+465
|
+10%
|
|
|
514
|
Duncker Streett & Co
St. Louis,
Missouri
|
$2.71M
|
-$830K
|
-1,510
|
-24%
|
|
|
515
|
Threadgill Financial
Spring,
Texas
|
$2.71M
|
+$620K
|
+1,127
|
+30%
|
|
|
516
|
Azzad Asset Management
Falls Church,
Virginia
|
$2.69M
|
-$122K
|
-221
|
-4%
|
|
|
517
|
Benchmark Investment Advisors
Chicago,
Illinois
|
$2.65M
|
+$997K
|
+1,813
|
+61%
|
|
|
518
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$2.63M
|
+$2.4M
|
+4,371
|
+1,228%
|
|
|
519
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$2.61M
|
+$55K
|
+100
|
+2%
|
|
|
520
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$2.6M
|
-$174K
|
-317
|
-6%
|
|
|
521
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$2.58M
|
+$181K
|
+329
|
+8%
|
|
|
522
|
Cadence Bank
Tupelo,
Mississippi
|
$2.52M
|
-$8.8K
|
-16
|
-0.4%
|
|
|
523
|
Metis Global Partners
San Diego,
California
|
$2.52M
|
+$101K
|
+184
|
+4%
|
|
|
524
|
Pine Valley Investments
Marlton,
New Jersey
|
$2.51M
|
+$140K
|
+255
|
+6%
|
|
|
525
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$2.5M
|
–
|
–
|
–
|
|
