|
501
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$46.8M
|
+$8.1M
|
+16,270
|
+22%
|
|
|
502
|
Freedom Investment Management
Hartford,
Connecticut
|
$46.8M
|
-$4.81M
|
-9,665
|
-10%
|
|
|
503
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$46.8M
|
-$1.36M
|
-2,731
|
-3%
|
|
|
504
|
CreativeOne Wealth
Overland Park,
Kansas
|
$46.6M
|
+$20.3M
|
+40,829
|
+85%
|
|
|
505
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$46.6M
|
-$1.73M
|
-3,484
|
-4%
|
|
|
506
|
Trinity Financial Advisors
Columbus,
Ohio
|
$46.6M
|
-$119K
|
-240
|
-0.3%
|
|
|
507
|
Farmers Trust Company
Youngstown,
Ohio
|
$46M
|
-$4.11M
|
-8,260
|
-9%
|
|
|
508
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$45.8M
|
-$34.9K
|
-70
|
-0.1%
|
|
|
509
|
Perigon Wealth Management
San Francisco,
California
|
$45.7M
|
-$2.48M
|
-4,973
|
-5%
|
|
|
510
|
Embree Financial Group
Chicago,
Illinois
|
$45.6M
|
+$198K
|
+397
|
+0.5%
|
|
|
511
|
SFG Wealth Management
Towson,
Maryland
|
$45M
|
+$1.23M
|
+2,480
|
+3%
|
|
|
512
|
Medici Capital
Newport Beach,
California
|
$44.9M
|
+$25.8M
|
+51,757
|
+152%
|
|
|
513
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$44.7M
|
-$842K
|
-1,692
|
-2%
|
|
|
514
|
HM Payson & Co
Portland,
Maine
|
$44.7M
|
-$1.82M
|
-3,664
|
-4%
|
|
|
515
|
Spire Wealth Management
Mclean,
Virginia
|
$44.6M
|
-$962K
|
-1,933
|
-2%
|
|
|
516
|
Balyasny Asset Management
Chicago,
Illinois
|
$44.5M
|
-$28M
|
-56,241
|
-40%
|
|
|
517
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$44.3M
|
-$1.24M
|
-2,481
|
-3%
|
|
|
518
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$44.1M
|
-$2.09M
|
-4,204
|
-5%
|
|
|
519
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$43.9M
|
+$239K
|
+480
|
+0.6%
|
|
|
520
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$43.7M
|
-$1.75M
|
-3,509
|
-4%
|
|
|
521
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$43.7M
|
-$148K
|
-298
|
-0.4%
|
|
|
522
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$43.7M
|
-$6.91M
|
-13,881
|
-14%
|
|
|
523
|
Cumberland Advisors
Sarasota,
Florida
|
$43.3M
|
+$359K
|
+722
|
+0.9%
|
|
|
524
|
Allie Family Office
Miami,
Florida
|
$43.2M
|
-$238K
|
-479
|
-0.6%
|
|
|
525
|
SteelPeak Wealth
Woodland Hills,
California
|
$43.1M
|
-$2.95M
|
-5,918
|
-7%
|
|
