|
501
|
Wealth Preservation Advisors
Chattanooga,
Tennessee
|
$1.5M
|
–
|
–
|
–
|
|
|
502
|
Perigon Wealth Management
San Francisco,
California
|
$1.49M
|
+$120K
|
+696
|
+10%
|
|
|
503
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.49M
|
+$196K
|
+1,138
|
+17%
|
|
|
504
|
Westerkirk Capital
Victoria,
|
$1.48M
|
–
|
–
|
–
|
|
|
505
|
Presima Securities
Montreal,
Quebec, Canada
|
$1.48M
|
-$635K
|
-3,679
|
-32%
|
|
|
506
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$1.47M
|
+$47.5K
|
+275
|
+4%
|
|
|
507
|
Arax Advisory Partners
Denver,
Colorado
|
$1.47M
|
+$1.17M
|
+6,801
|
+668%
|
|
|
508
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$1.47M
|
+$301K
|
+1,746
|
+29%
|
|
|
509
|
Qtron Investments
Boston,
Massachusetts
|
$1.46M
|
–
|
–
|
–
|
|
|
510
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$1.46M
|
+$28.5K
|
+165
|
+2%
|
|
|
511
|
Syon Capital
San Francisco,
California
|
$1.45M
|
+$27.3K
|
+158
|
+2%
|
|
|
512
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.45M
|
+$259K
|
+1,503
|
+24%
|
|
|
513
|
B. Metzler seel. Sohn & Co
Frankfurt,
Germany
|
$1.43M
|
-$279K
|
-1,615
|
-17%
|
|
|
514
|
Old Port Advisors
Portland,
Maine
|
$1.43M
|
+$418K
|
+2,422
|
+47%
|
|
|
515
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.43M
|
-$21.1K
|
-122
|
-2%
|
|
|
516
|
Chung Wu Investment Group
Sugar Land,
Texas
|
$1.42M
|
–
|
–
|
–
|
|
|
517
|
|
$1.41M
|
-$2.49M
|
-14,422
|
-66%
|
|
|
518
|
Emergent Wealth Advisors
Williamsville,
New York
|
$1.41M
|
+$96.2K
|
+557
|
+8%
|
|
|
519
|
SteelPeak Wealth
Woodland Hills,
California
|
$1.4M
|
+$810K
|
+4,691
|
+168%
|
|
|
520
|
Frank Rimerman Advisors
Palo Alto,
California
|
$1.39M
|
-$9.49K
|
-55
|
-0.7%
|
|
|
521
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$1.39M
|
-$63K
|
-365
|
-4%
|
|
|
522
|
Everence Capital Management
Goshen,
Indiana
|
$1.37M
|
–
|
–
|
–
|
|
|
523
|
Wellington Shields & Co
New York
|
$1.37M
|
+$104K
|
+600
|
+9%
|
|
|
524
|
Chesapeake Asset Management
New York
|
$1.35M
|
–
|
–
|
–
|
|
|
525
|
Kintegral Advisory
New York
|
$1.35M
|
-$5.52K
|
-32
|
-0.4%
|
|
