|
501
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$1.84M
|
–
|
–
|
–
|
|
|
502
|
Trivium Point Advisory
Westport,
Connecticut
|
$1.84M
|
+$154K
|
+2,434
|
+9%
|
|
|
503
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$1.84M
|
+$604K
|
+9,520
|
+49%
|
|
|
504
|
Transcend Capital Advisors
Madison,
New Jersey
|
$1.84M
|
+$1.83M
|
+28,839
|
New
|
|
|
505
|
Intellectus Partners
San Francisco,
California
|
$1.81M
|
-$2.29M
|
-36,111
|
-56%
|
|
|
506
|
WealthShield Partners
Cary,
North Carolina
|
$1.8M
|
-$1.61M
|
-25,420
|
-47%
|
|
|
507
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.8M
|
-$283K
|
-4,460
|
-14%
|
|
|
508
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$1.78M
|
+$263K
|
+4,144
|
+17%
|
|
|
509
|
Summit Trail Advisors
New York
|
$1.78M
|
-$16.5K
|
-260
|
-1%
|
|
|
510
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$1.77M
|
+$38.4K
|
+605
|
+2%
|
|
|
511
|
Ridgewood Investments
Springfield,
New Jersey
|
$1.75M
|
-$51.6K
|
-813
|
-3%
|
|
|
512
|
Wealth Quarterback
Toms River,
New Jersey
|
$1.75M
|
–
|
–
|
–
|
|
|
513
|
Liberty Wealth Management
Oakland,
California
|
$1.75M
|
+$314K
|
+4,946
|
+22%
|
|
|
514
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$1.7M
|
-$1.56M
|
-24,623
|
-48%
|
|
|
515
|
Southport Capital Management
Chattanooga,
Tennessee
|
$1.7M
|
–
|
–
|
–
|
|
|
516
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.69M
|
+$121K
|
+1,907
|
+8%
|
|
|
517
|
UBP Investment Advisors
Geneva,
Switzerland
|
$1.67M
|
–
|
–
|
–
|
|
|
518
|
Renaissance Investment Consultants Holding Company
Wayne,
Pennsylvania
|
$1.67M
|
-$158K
|
-2,494
|
-9%
|
|
|
519
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.66M
|
+$281K
|
+4,425
|
+21%
|
|
|
520
|
Bessemer Group
Woodbridge,
New Jersey
|
$1.64M
|
-$11.5M
|
-181,104
|
-88%
|
|
|
521
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.64M
|
-$289K
|
-4,556
|
-15%
|
|
|
522
|
Independent Financial Group
San Diego,
California
|
$1.64M
|
-$245K
|
-3,855
|
-13%
|
|
|
523
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$1.64M
|
+$1.63M
|
+25,682
|
New
|
|
|
524
|
TrinityPoint Wealth
Milford,
Connecticut
|
$1.63M
|
+$83.4K
|
+1,314
|
+5%
|
|
|
525
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.62M
|
+$130K
|
+2,047
|
+9%
|
|
