|
501
|
Oak Harvest Investment Services
Houston,
Texas
|
$767K
|
+$817K
|
+5,019
|
New
|
|
|
502
|
Caption Management
Oklahoma City,
Oklahoma
|
$764K
|
-$342K
|
-2,100
|
-30%
|
|
|
503
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$764K
|
–
|
–
|
–
|
|
|
504
|
|
$761K
|
+$811K
|
+4,982
|
New
|
|
|
505
|
Vinva Investment Management
Sydney,
Australia
|
$755K
|
–
|
–
|
–
|
|
|
506
|
Triumph Capital Management
Denver,
Colorado
|
$753K
|
+$159K
|
+978
|
+25%
|
|
|
507
|
XTX Topco
George Town,
Cayman Islands
|
$737K
|
-$550K
|
-3,376
|
-41%
|
|
|
508
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$736K
|
+$457K
|
+2,809
|
+140%
|
|
|
509
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$724K
|
+$163
|
+1
|
+0%
|
|
|
510
|
Advisory Services Network
Atlanta,
Georgia
|
$722K
|
+$126K
|
+771
|
+20%
|
|
|
511
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$719K
|
+$3.75K
|
+23
|
+0.5%
|
|
|
512
|
Fund Management at Engine No 1
San Francisco,
California
|
$712K
|
+$146K
|
+898
|
+24%
|
|
|
513
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$708K
|
+$630K
|
+3,870
|
+481%
|
|
|
514
|
Corton Capital
Carrying Place,
Ontario, Canada
|
$704K
|
+$338K
|
+2,076
|
+82%
|
|
|
515
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$700K
|
–
|
–
|
–
|
|
|
516
|
SageView Advisory Group
Newport Beach,
California
|
$696K
|
-$110K
|
-678
|
-13%
|
|
|
517
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$684K
|
+$7K
|
+43
|
+1%
|
|
|
518
|
Siemens Fonds Invest
Munich,
Germany
|
$680K
|
+$344K
|
+2,112
|
+90%
|
|
|
519
|
Calamos Advisors
Naperville,
Illinois
|
$673K
|
-$6.9M
|
-42,350
|
-91%
|
|
|
520
|
Grey Street Capital
Chicago,
Illinois
|
$663K
|
–
|
–
|
–
|
|
|
521
|
Advisor Partners II
Walnut Creek,
California
|
$661K
|
+$44K
|
+270
|
+7%
|
|
|
522
|
Roberts Wealth Advisors
Palo Alto,
California
|
$656K
|
–
|
–
|
–
|
|
|
523
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$648K
|
–
|
–
|
–
|
|
|
524
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$648K
|
+$192K
|
+1,180
|
+39%
|
|
|
525
|
Crystal Rock Capital Management
Bannockburn,
Illinois
|
$642K
|
–
|
–
|
–
|
|
