|
501
|
Williams Jones Wealth Management
New York
|
$420K
|
–
|
–
|
–
|
|
|
502
|
Delta Investment Management
San Francisco,
California
|
$416K
|
+$419K
|
+13,965
|
New
|
|
|
503
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$414K
|
+$98K
|
+3,264
|
+31%
|
|
|
504
|
Duality Advisers
Miami,
Florida
|
$405K
|
+$408K
|
+13,607
|
New
|
|
|
505
|
SYSTM Wealth Solutions
Chicago,
Illinois
|
$401K
|
-$70.1K
|
-2,337
|
-15%
|
|
|
506
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$398K
|
-$115K
|
-3,848
|
-22%
|
|
|
507
|
Pinion Investment Advisors
Wichita,
Kansas
|
$396K
|
+$42.3K
|
+1,409
|
+12%
|
|
|
508
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$396K
|
-$92.2K
|
-3,073
|
-19%
|
|
|
509
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$396K
|
-$358K
|
-11,922
|
-47%
|
|
|
510
|
NovaPoint Capital
Atlanta,
Georgia
|
$394K
|
-$83.3K
|
-2,776
|
-17%
|
|
|
511
|
Commerce Bank
Kansas City,
Missouri
|
$393K
|
-$2.1K
|
-70
|
-0.5%
|
|
|
512
|
Lido Advisors
Los Angeles,
California
|
$390K
|
+$121K
|
+4,041
|
+46%
|
|
|
513
|
D.A. Davidson & Co
Great Falls,
Montana
|
$389K
|
-$115K
|
-3,843
|
-23%
|
|
|
514
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$388K
|
-$44.6K
|
-1,485
|
-10%
|
|
|
515
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$385K
|
+$38.8K
|
+1,293
|
+11%
|
|
|
516
|
AdvisorShares Investments
Bethesda,
Maryland
|
$381K
|
-$115K
|
-3,815
|
-23%
|
|
|
517
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$379K
|
+$372K
|
+12,410
|
+8,559%
|
|
|
518
|
Prudential plc
London, England,
United Kingdom
|
$369K
|
-$8.93M
|
-297,647
|
-96%
|
|
|
519
|
Montag & Associates
Atlanta,
Georgia
|
$360K
|
–
|
–
|
–
|
|
|
520
|
FreeGulliver LLC
New Orleans,
Louisiana
|
$358K
|
+$159K
|
+5,285
|
+78%
|
|
|
521
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$358K
|
+$34.9K
|
+1,163
|
+11%
|
|
|
522
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$357K
|
-$6.3K
|
-210
|
-2%
|
|
|
523
|
|
$352K
|
+$355K
|
+11,824
|
New
|
|
|
524
|
Graham Capital Management
Rowayton,
Connecticut
|
$352K
|
+$354K
|
+11,805
|
New
|
|
|
525
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$352K
|
-$17.9K
|
-596
|
-5%
|
|
