|
501
|
Gifford Fong Associates
Lafayette,
California
|
$1.06M
|
–
|
–
|
–
|
|
|
502
|
Perigon Wealth Management
San Francisco,
California
|
$1.06M
|
+$123K
|
+832
|
+13%
|
|
|
503
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$1.05M
|
-$1.73M
|
-11,717
|
-63%
|
|
|
504
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.05M
|
+$34.2K
|
+232
|
+3%
|
|
|
505
|
Carmel Capital Partners
San Diego,
California
|
$1.04M
|
-$7.96K
|
-54
|
-0.8%
|
|
|
506
|
Greenland Capital Management
New York
|
$1.04M
|
-$369K
|
-2,506
|
-27%
|
|
|
507
|
New England Research & Management
Chicago,
Illinois
|
$1.03M
|
-$14.7K
|
-100
|
-1%
|
|
|
508
|
Knollwood Investment Advisory
Hunt Valley,
Maryland
|
$1.01M
|
+$980K
|
+6,650
|
New
|
|
|
509
|
MAI Capital Management
Independence,
Ohio
|
$1.01M
|
+$56K
|
+380
|
+6%
|
|
|
510
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$983K
|
-$14.6K
|
-99
|
-2%
|
|
|
511
|
Brown Advisory
Baltimore,
Maryland
|
$981K
|
+$62.3K
|
+423
|
+7%
|
|
|
512
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$977K
|
+$949K
|
+6,439
|
New
|
|
|
513
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$969K
|
-$59.7K
|
-405
|
-6%
|
|
|
514
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$964K
|
+$279K
|
+1,893
|
+42%
|
|
|
515
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$959K
|
+$328K
|
+2,226
|
+54%
|
|
|
516
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$957K
|
+$94.4K
|
+641
|
+11%
|
|
|
517
|
Harvest Fund Management
Beijing,
China
|
$953K
|
+$458K
|
+3,108
|
+98%
|
|
|
518
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$944K
|
-$74.5K
|
-506
|
-8%
|
|
|
519
|
Sequoia Financial Advisors
Akron,
Ohio
|
$943K
|
+$312K
|
+2,119
|
+52%
|
|
|
520
|
Solidarity Wealth
Lehi,
Utah
|
$937K
|
–
|
–
|
–
|
|
|
521
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$937K
|
-$18.4K
|
-125
|
-2%
|
|
|
522
|
Harbor Capital Advisors
Chicago,
Illinois
|
$935K
|
+$2.06K
|
+14
|
+0.2%
|
|
|
523
|
Syon Capital
San Francisco,
California
|
$931K
|
+$12.7K
|
+86
|
+1%
|
|
|
524
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$928K
|
+$26.5K
|
+180
|
+3%
|
|
|
525
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$927K
|
+$10.9K
|
+74
|
+1%
|
|
