|
501
|
Successful Portfolios
Clearwater,
Florida
|
$1.15M
|
+$158K
|
+2,889
|
+17%
|
|
|
502
|
Millennium Management
New York
|
$1.15M
|
+$1.08M
|
+19,782
|
New
|
|
|
503
|
Silvercrest Asset Management
New York
|
$1.14M
|
–
|
–
|
–
|
|
|
504
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$1.14M
|
-$58.6K
|
-1,073
|
-5%
|
|
|
505
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$1.14M
|
+$86.8K
|
+1,589
|
+9%
|
|
|
506
|
Tolleson Wealth Management
Dallas,
Texas
|
$1.13M
|
-$76.4K
|
-1,400
|
-7%
|
|
|
507
|
Heritage Financial Services
Westwood,
Massachusetts
|
$1.13M
|
+$1.06M
|
+19,487
|
New
|
|
|
508
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$1.13M
|
+$157K
|
+2,868
|
+17%
|
|
|
509
|
BOK Financial
Tulsa,
Oklahoma
|
$1.12M
|
-$12.9K
|
-236
|
-1%
|
|
|
510
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$1.12M
|
+$1.06M
|
+19,344
|
New
|
|
|
511
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$1.12M
|
-$134K
|
-2,448
|
-11%
|
|
|
512
|
Cora Capital Advisors
Marlton,
New Jersey
|
$1.12M
|
+$66.8K
|
+1,224
|
+7%
|
|
|
513
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.12M
|
+$211K
|
+3,860
|
+25%
|
|
|
514
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$1.1M
|
-$2.51K
|
-46
|
-0.2%
|
|
|
515
|
Pacific Center for Financial Services
San Ramon,
California
|
$1.1M
|
+$66.2K
|
+1,213
|
+7%
|
|
|
516
|
Kaydan Wealth Management
Fenton,
Michigan
|
$1.1M
|
-$35.6K
|
-652
|
-3%
|
|
|
517
|
Park Avenue Securities
New York
|
$1.09M
|
+$527K
|
+9,651
|
+105%
|
|
|
518
|
Ardent Capital Management
Cincinnati,
Ohio
|
$1.09M
|
-$354K
|
-6,476
|
-26%
|
|
|
519
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$1.09M
|
+$784K
|
+14,351
|
+324%
|
|
|
520
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$1.09M
|
-$19K
|
-348
|
-2%
|
|
|
521
|
Panoramic Investment Advisors
Denver,
Colorado
|
$1.08M
|
-$83.4K
|
-1,527
|
-8%
|
|
|
522
|
|
$1.08M
|
+$16.5K
|
+302
|
+2%
|
|
|
523
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.08M
|
-$38.3K
|
-701
|
-4%
|
|
|
524
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$1.08M
|
+$18.7K
|
+342
|
+2%
|
|
|
525
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$1.07M
|
-$49.1K
|
-900
|
-5%
|
|
