|
501
|
Finer Wealth Management
Salem,
Massachusetts
|
$775K
|
–
|
–
|
–
|
|
|
502
|
Dearborn Partners
Chicago,
Illinois
|
$773K
|
-$93.1K
|
-1,367
|
-11%
|
|
|
503
|
Stratos Investment Management
Beachwood,
Ohio
|
$766K
|
+$236K
|
+3,466
|
+47%
|
|
|
504
|
Arax Advisory Partners
Denver,
Colorado
|
$766K
|
-$62.9K
|
-924
|
-8%
|
|
|
505
|
Fosun International
Hong Kong,
China
|
$760K
|
–
|
–
|
–
|
|
|
506
|
Argent Trust Co
Nashville,
Tennessee
|
$760K
|
+$64.5K
|
+948
|
+10%
|
|
|
507
|
Bard Financial Services
Branford,
Connecticut
|
$752K
|
–
|
–
|
–
|
|
|
508
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$752K
|
+$63.9K
|
+938
|
+10%
|
|
|
509
|
111 Capital
Paris,
France
|
$747K
|
+$284K
|
+4,179
|
+66%
|
|
|
510
|
Intrust Bank
Wichita,
Kansas
|
$746K
|
+$16.2K
|
+238
|
+2%
|
|
|
511
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$742K
|
+$27.6K
|
+406
|
+4%
|
|
|
512
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$742K
|
-$34K
|
-500
|
-5%
|
|
|
513
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$725K
|
-$4.22K
|
-62
|
-0.6%
|
|
|
514
|
MUFG Securities Americas
New York
|
$720K
|
+$115K
|
+1,687
|
+20%
|
|
|
515
|
Cypress Capital Group
Palm Beach,
Florida
|
$719K
|
-$39.2K
|
-576
|
-5%
|
|
|
516
|
EP Wealth Advisors
Torrance,
California
|
$719K
|
+$145K
|
+2,127
|
+27%
|
|
|
517
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$716K
|
+$59.2K
|
+870
|
+9%
|
|
|
518
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$713K
|
+$25.1K
|
+368
|
+4%
|
|
|
519
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$709K
|
+$681K
|
+10,010
|
New
|
|
|
520
|
First Foundation Advisors
Irvine,
California
|
$709K
|
–
|
–
|
–
|
|
|
521
|
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
$708K
|
-$1.23M
|
-18,134
|
-64%
|
|
|
522
|
Atria Wealth Solutions
New York
|
$704K
|
-$448K
|
-6,574
|
-40%
|
|
|
523
|
Moors & Cabot
Boston,
Massachusetts
|
$704K
|
-$102K
|
-1,503
|
-13%
|
|
|
524
|
Financial Advocates Investment Management
Olympia,
Washington
|
$702K
|
+$11.1K
|
+163
|
+2%
|
|
|
525
|
Trust Point Inc
La Crosse,
Wisconsin
|
$702K
|
-$21K
|
-309
|
-3%
|
|
