|
501
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$290K
|
+$288K
|
+3,465
|
New
|
|
|
502
|
Modera Wealth Management
Westwood,
New Jersey
|
$284K
|
–
|
–
|
–
|
|
|
503
|
Bay Colony Advisors
Concord,
Massachusetts
|
$281K
|
–
|
–
|
–
|
|
|
504
|
Avantax Advisory Services
Dallas,
Texas
|
$278K
|
+$276K
|
+3,325
|
New
|
|
|
505
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$276K
|
+$274K
|
+3,298
|
New
|
|
|
506
|
AllSquare Wealth Management
Albany,
New York
|
$272K
|
–
|
–
|
–
|
|
|
507
|
Bellecapital
Zurich,
Switzerland
|
$272K
|
–
|
–
|
–
|
|
|
508
|
Corrigan Financial
Middletown,
Rhode Island
|
$265K
|
+$582
|
+7
|
+0.2%
|
|
|
509
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$260K
|
+$259K
|
+3,115
|
New
|
|
|
510
|
Principal Financial Group
Des Moines,
Iowa
|
$257K
|
+$255K
|
+3,068
|
New
|
|
|
511
|
Moors & Cabot
Boston,
Massachusetts
|
$256K
|
–
|
–
|
–
|
|
|
512
|
Concentrum Wealth Management
San Jose,
California
|
$254K
|
+$253K
|
+3,040
|
New
|
|
|
513
|
Alpha Cubed Investments
Irvine,
California
|
$253K
|
-$94.8K
|
-1,141
|
-27%
|
|
|
514
|
Wharton Business Group
Malvern,
Pennsylvania
|
$253K
|
+$251K
|
+3,020
|
New
|
|
|
515
|
Meitav Investment House
Bene-Beraq,
Israel
|
$251K
|
-$226K
|
-2,717
|
-48%
|
|
|
516
|
Solstein Capital
Menlo Park,
California
|
$251K
|
+$249K
|
+3,000
|
New
|
|
|
517
|
IMS Capital Management
Portland,
Oregon
|
$251K
|
+$249K
|
+3,001
|
New
|
|
|
518
|
Steward Partners Investment Advisory
New York
|
$245K
|
-$33.7K
|
-406
|
-12%
|
|
|
519
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$245K
|
+$11.3K
|
+136
|
+5%
|
|
|
520
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$242K
|
-$78.5K
|
-944
|
-25%
|
|
|
521
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$240K
|
+$239K
|
+2,874
|
New
|
|
|
522
|
Rockefeller Capital Management
New York
|
$238K
|
–
|
–
|
–
|
|
|
523
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$235K
|
+$233K
|
+2,809
|
New
|
|
|
524
|
Appleton Partners
Boston,
Massachusetts
|
$227K
|
-$416
|
-5
|
-0.2%
|
|
|
525
|
Financial Management Professionals
Austin,
Texas
|
$217K
|
–
|
–
|
–
|
|
