|
476
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$5.17M
|
-$186K
|
-400
|
-4%
|
|
|
477
|
HB Wealth Management
Atlanta,
Georgia
|
$5.17M
|
+$880K
|
+1,889
|
+22%
|
|
|
478
|
SVB Wealth
Boston,
Massachusetts
|
$5.16M
|
-$2.11M
|
-4,527
|
-30%
|
|
|
479
|
Siemens Fonds Invest
Munich,
Germany
|
$5.14M
|
-$145K
|
-311
|
-3%
|
|
|
480
|
Morse Asset Management
Darien,
Connecticut
|
$5.07M
|
-$43.8K
|
-94
|
-0.9%
|
|
|
481
|
Fayez Sarofim & Co
Houston,
Texas
|
$5.04M
|
–
|
–
|
–
|
|
|
482
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$4.99M
|
+$4.8M
|
+10,298
|
New
|
|
|
483
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$4.98M
|
+$2.09M
|
+4,476
|
+77%
|
|
|
484
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$4.92M
|
+$1.28M
|
+2,739
|
+37%
|
|
|
485
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$4.89M
|
+$130K
|
+280
|
+3%
|
|
|
486
|
E Fund Management
Guangzhou,
China
|
$4.79M
|
+$1.61M
|
+3,448
|
+54%
|
|
|
487
|
|
$4.72M
|
–
|
–
|
–
|
|
|
488
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$4.65M
|
+$365K
|
+783
|
+9%
|
|
|
489
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.64M
|
+$284K
|
+610
|
+7%
|
|
|
490
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$4.64M
|
+$284K
|
+610
|
+7%
|
|
|
491
|
Ascent Group
Virginia Beach,
Virginia
|
$4.58M
|
-$627K
|
-1,345
|
-12%
|
|
|
492
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$4.53M
|
+$1.47M
|
+3,158
|
+51%
|
|
|
493
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$4.51M
|
-$15M
|
-32,139
|
-78%
|
|
|
494
|
EFG Asset Management
Portland,
Oregon
|
$4.43M
|
-$1.36M
|
-2,923
|
-24%
|
|
|
495
|
Howe & Rusling
Rochester,
New York
|
$4.42M
|
+$108K
|
+232
|
+3%
|
|
|
496
|
Te Ahumairangi Investment Management
Wellington,
New Zealand
|
$4.42M
|
-$1.54M
|
-3,295
|
-27%
|
|
|
497
|
Bulltick Wealth Management
Miami,
Florida
|
$4.41M
|
+$7.92K
|
+17
|
+0.2%
|
|
|
498
|
|
$4.39M
|
+$719K
|
+1,543
|
+21%
|
|
|
499
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$4.37M
|
+$4.2M
|
+9,007
|
New
|
|
|
500
|
Central Trust Company
Jefferson City,
Missouri
|
$4.36M
|
-$376K
|
-806
|
-8%
|
|
