|
501
|
Nomura Asset Management
Tokyo,
Japan
|
$3.93M
|
+$3.77M
|
+33,000
|
New
|
|
|
502
|
Golden State Wealth Management
Santa Ana,
California
|
$3.91M
|
-$1.62M
|
-14,141
|
-30%
|
|
|
503
|
Penserra Capital Management
Orinda,
California
|
$3.89M
|
+$3.74M
|
+32,720
|
New
|
|
|
504
|
Waystone Advisors
Redmond,
Washington
|
$3.88M
|
+$828K
|
+7,245
|
+29%
|
|
|
505
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$3.88M
|
+$2.31M
|
+20,186
|
+163%
|
|
|
506
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$3.85M
|
-$932K
|
-8,149
|
-20%
|
|
|
507
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$3.83M
|
+$1.85M
|
+16,182
|
+101%
|
|
|
508
|
Elevation Capital Advisory
Bend,
Oregon
|
$3.8M
|
-$3.52M
|
-30,809
|
-49%
|
|
|
509
|
Marietta Wealth Management
Marietta,
Georgia
|
$3.79M
|
–
|
–
|
–
|
|
|
510
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$3.79M
|
-$57.3K
|
-501
|
-2%
|
|
|
511
|
Florida Financial Advisors
Tampa,
Florida
|
$3.76M
|
-$358K
|
-3,129
|
-9%
|
|
|
512
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$3.75M
|
-$152K
|
-1,333
|
-4%
|
|
|
513
|
MBL Wealth
Charlotte,
North Carolina
|
$3.75M
|
-$899K
|
-7,868
|
-20%
|
|
|
514
|
Win Advisors
Palm Beach Gardens,
Florida
|
$3.73M
|
+$3.59M
|
+31,378
|
New
|
|
|
515
|
|
$3.72M
|
+$2.06M
|
+17,988
|
+135%
|
|
|
516
|
Sentinus LLC
Oak Brook,
Illinois
|
$3.71M
|
-$468K
|
-4,097
|
-12%
|
|
|
517
|
Belpointe Asset Management
Reno,
Nevada
|
$3.71M
|
+$690K
|
+6,035
|
+24%
|
|
|
518
|
WealthPLAN Partners
Omaha,
Nebraska
|
$3.67M
|
-$936K
|
-8,187
|
-21%
|
|
|
519
|
Natixis Advisors
Boston,
Massachusetts
|
$3.66M
|
+$26.1K
|
+228
|
+0.7%
|
|
|
520
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$3.66M
|
-$8.46K
|
-74
|
-0.2%
|
|
|
521
|
Shum Financial Group
Alameda,
California
|
$3.64M
|
+$141K
|
+1,236
|
+4%
|
|
|
522
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$3.63M
|
+$54.3K
|
+475
|
+2%
|
|
|
523
|
Wiregrass Investment Management
Thomasville,
Georgia
|
$3.62M
|
+$346K
|
+3,026
|
+11%
|
|
|
524
|
Charles Schwab
San Francisco,
California
|
$3.6M
|
+$321K
|
+2,810
|
+10%
|
|
|
525
|
Camden National Bank
Camden,
Maine
|
$3.58M
|
+$385K
|
+3,366
|
+13%
|
|
