|
526
|
Seven Post Investment Office
San Francisco,
California
|
$4.12M
|
+$1.01M
|
+23,974
|
+33%
|
|
|
527
|
Zhang Financial
Portage,
Michigan
|
$4.06M
|
+$8.46K
|
+201
|
+0.2%
|
|
|
528
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$4.05M
|
+$53.2K
|
+1,264
|
+1%
|
|
|
529
|
Managed Account Services
Coconut Grove,
Florida
|
$4.04M
|
+$32.2K
|
+766
|
+0.8%
|
|
|
530
|
Janus Henderson Group
London,
|
$4.02M
|
-$1.3M
|
-31,013
|
-25%
|
|
|
531
|
SOL Capital Management
Rockville,
Maryland
|
$4.02M
|
+$101K
|
+2,400
|
+3%
|
|
|
532
|
Westside Investment Management
Santa Monica,
California
|
$4.01M
|
+$3.97M
|
+94,364
|
New
|
|
|
533
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$4.01M
|
+$294K
|
+6,990
|
+8%
|
|
|
534
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$4.01M
|
+$567K
|
+13,470
|
+17%
|
|
|
535
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$4M
|
+$88.5K
|
+2,104
|
+2%
|
|
|
536
|
WesBanco Bank
Wheeling,
West Virginia
|
$3.99M
|
-$555K
|
-13,189
|
-12%
|
|
|
537
|
Riversedge Advisors
Wilmington,
Delaware
|
$3.96M
|
+$4.22M
|
+100,234
|
New
|
|
|
538
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$3.93M
|
+$1.89M
|
+44,832
|
+94%
|
|
|
539
|
Geneos Wealth Management
Englewood,
Colorado
|
$3.91M
|
-$10.6K
|
-253
|
-0.3%
|
|
|
540
|
Intersect Capital
San Ramon,
California
|
$3.9M
|
+$153K
|
+3,627
|
+4%
|
|
|
541
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$3.88M
|
+$3.14M
|
+74,608
|
+449%
|
|
|
542
|
Stewardship Financial Advisors
Stockbridge,
Georgia
|
$3.88M
|
-$96.8K
|
-2,300
|
-2%
|
|
|
543
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$3.87M
|
–
|
–
|
–
|
|
|
544
|
Beacon Pointe Advisors
Newport Beach,
California
|
$3.86M
|
+$1.45M
|
+34,386
|
+61%
|
|
|
545
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$3.85M
|
-$35.2K
|
-836
|
-0.9%
|
|
|
546
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$3.84M
|
+$275K
|
+6,530
|
+8%
|
|
|
547
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$3.82M
|
+$1.21M
|
+28,710
|
+47%
|
|
|
548
|
E&G Advisors
Houston,
Texas
|
$3.81M
|
-$50.4K
|
-1,199
|
-1%
|
|
|
549
|
Comerica Securities
Detroit,
Michigan
|
$3.79M
|
-$444K
|
-10,545
|
-11%
|
|
|
550
|
ETF Portfolio Partners
Leawood,
Kansas
|
$3.77M
|
+$125K
|
+2,979
|
+3%
|
|
