|
401
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$5.26M
|
+$1.83M
|
+23,220
|
+62%
|
|
|
402
|
Rokos Capital Management (UK)
London,
United Kingdom
|
$5.21M
|
+$2.3M
|
+29,200
|
+95%
|
|
|
403
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$5.13M
|
+$41K
|
+520
|
+0.9%
|
|
|
404
|
Keel Point
Huntsville,
Alabama
|
$5.12M
|
+$451K
|
+5,726
|
+11%
|
|
|
405
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$5.09M
|
+$61.5K
|
+780
|
+1%
|
|
|
406
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$5.07M
|
+$112K
|
+1,424
|
+3%
|
|
|
407
|
Windsor Capital Management
Phoenix,
Arizona
|
$5.03M
|
-$68.7K
|
-872
|
-1%
|
|
|
408
|
|
$5M
|
–
|
–
|
–
|
|
|
409
|
Private Advisory Group
Redmond,
Washington
|
$4.99M
|
+$3.87M
|
+49,048
|
+589%
|
|
|
410
|
Lavaca Capital
Houston,
Texas
|
$4.99M
|
+$492K
|
+6,242
|
+12%
|
|
|
411
|
Duncker Streett & Co
St. Louis,
Missouri
|
$4.99M
|
+$1.1K
|
+14
|
+0%
|
|
|
412
|
Parsons Capital Management
Providence,
Rhode Island
|
$4.97M
|
+$167K
|
+2,120
|
+4%
|
|
|
413
|
Laidlaw Wealth Management
New York City,
New York
|
$4.97M
|
-$123K
|
-1,556
|
-3%
|
|
|
414
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$4.96M
|
-$139K
|
-1,766
|
-3%
|
|
|
415
|
Gotham Asset Management
New York
|
$4.94M
|
–
|
–
|
–
|
|
|
416
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$4.94M
|
-$137K
|
-1,740
|
-3%
|
|
|
417
|
TCP Asset Management
Columbus,
Ohio
|
$4.89M
|
+$4.43M
|
+56,220
|
New
|
|
|
418
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$4.88M
|
-$930K
|
-11,798
|
-17%
|
|
|
419
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$4.87M
|
–
|
–
|
–
|
|
|
420
|
BigSur Wealth Management
Miami,
Florida
|
$4.87M
|
+$315K
|
+4,000
|
+8%
|
|
|
421
|
EPG Wealth Management
Atlanta,
Georgia
|
$4.86M
|
+$43.5K
|
+552
|
+1%
|
|
|
422
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$4.85M
|
+$3.01M
|
+38,156
|
+217%
|
|
|
423
|
Capital Planning
Bellevue,
Washington
|
$4.83M
|
-$107K
|
-1,352
|
-2%
|
|
|
424
|
Perigon Wealth Management
San Francisco,
California
|
$4.83M
|
+$1.55M
|
+19,622
|
+55%
|
|
|
425
|
Yahav Achim Ve Achayot - Provident Funds Management Company
Tel-Aviv,
Israel
|
$4.78M
|
–
|
–
|
–
|
|
