|
501
|
Forum Financial Management
Lombard,
Illinois
|
$213K
|
+$61K
|
+301
|
+32%
|
|
|
502
|
Alterna Wealth Management
Houston,
Texas
|
$211K
|
+$247K
|
+1,219
|
New
|
|
|
503
|
North Star Asset Management
Neenah,
Wisconsin
|
$210K
|
–
|
–
|
–
|
|
|
504
|
Eagle Rock Investment Company
Atlanta,
Georgia
|
$207K
|
–
|
–
|
–
|
|
|
505
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$205K
|
-$4.66K
|
-23
|
-2%
|
|
|
506
|
Affinity Investment Advisors
Newport Beach,
California
|
$205K
|
+$26.1K
|
+129
|
+12%
|
|
|
507
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$205K
|
+$31.4K
|
+155
|
+15%
|
|
|
508
|
Truvestments Capital
Sarasota,
Florida
|
$204K
|
+$222K
|
+1,096
|
+1,305%
|
|
|
509
|
Congress Wealth Management
Boston,
Massachusetts
|
$202K
|
-$3.24K
|
-16
|
-1%
|
|
|
510
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$201K
|
-$4.46K
|
-22
|
-2%
|
|
|
511
|
UMB Bank
Kansas City,
Missouri
|
$198K
|
-$608
|
-3
|
-0.3%
|
|
|
512
|
Longfellow Investment Management
Boston,
Massachusetts
|
$196K
|
–
|
–
|
–
|
|
|
513
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$190K
|
+$43K
|
+212
|
+24%
|
|
|
514
|
Curi Wealth Management
Raleigh,
North Carolina
|
$177K
|
–
|
–
|
–
|
|
|
515
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$176K
|
+$1.62K
|
+8
|
+0.8%
|
|
|
516
|
Bessemer Group
Woodbridge,
New Jersey
|
$176K
|
+$37.7K
|
+186
|
+22%
|
|
|
517
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$173K
|
+$203K
|
+1,000
|
New
|
|
|
518
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$171K
|
–
|
–
|
–
|
|
|
519
|
AssetMark Inc
Concord,
California
|
$171K
|
+$30.4K
|
+150
|
+18%
|
|
|
520
|
Clearstead Trust
Portland,
Maine
|
$156K
|
–
|
–
|
–
|
|
|
521
|
Rockefeller Capital Management
New York
|
$147K
|
-$421K
|
-2,076
|
-71%
|
|
|
522
|
Norway Savings Bank
Portland,
Maine
|
$147K
|
–
|
–
|
–
|
|
|
523
|
Clearstead Advisors
Cleveland,
Ohio
|
$145K
|
–
|
–
|
–
|
|
|
524
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$143K
|
+$78.4K
|
+387
|
+88%
|
|
|
525
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$138K
|
–
|
–
|
–
|
|
