|
501
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$1.92M
|
+$42.1K
|
+746
|
+2%
|
|
|
502
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$1.92M
|
+$118K
|
+2,096
|
+7%
|
|
|
503
|
Roundview Capital
Princeton,
New Jersey
|
$1.91M
|
+$71.5K
|
+1,266
|
+4%
|
|
|
504
|
Homrich & Berg
Atlanta,
Georgia
|
$1.9M
|
+$61K
|
+1,080
|
+3%
|
|
|
505
|
M&R Capital Management
Summit,
New Jersey
|
$1.87M
|
+$113
|
+2
|
+0%
|
|
|
506
|
|
$1.86M
|
+$48.8K
|
+864
|
+3%
|
|
|
507
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$1.83M
|
–
|
–
|
–
|
|
|
508
|
Pacific Sun Financial
Los Angeles,
California
|
$1.83M
|
+$71.8K
|
+1,270
|
+4%
|
|
|
509
|
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
|
$1.83M
|
-$72.1K
|
-1,276
|
-4%
|
|
|
510
|
Wealth Advisors
Rancho Santa Fe,
California
|
$1.82M
|
+$788K
|
+13,942
|
+83%
|
|
|
511
|
Tower Research Capital (TRC)
New York
|
$1.79M
|
-$1.21M
|
-21,412
|
-41%
|
|
|
512
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$1.79M
|
+$233K
|
+4,132
|
+16%
|
|
|
513
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.78M
|
+$29.4K
|
+520
|
+2%
|
|
|
514
|
Laidlaw Wealth Management
New York City,
New York
|
$1.77M
|
+$289K
|
+5,118
|
+20%
|
|
|
515
|
WealthShield Partners
Cary,
North Carolina
|
$1.77M
|
+$132K
|
+2,330
|
+8%
|
|
|
516
|
PineBridge Investments
New York
|
$1.76M
|
–
|
–
|
–
|
|
|
517
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$1.76M
|
-$22.6K
|
-400
|
-1%
|
|
|
518
|
Freestone Capital Holdings
Seattle,
Washington
|
$1.75M
|
-$304K
|
-5,376
|
-15%
|
|
|
519
|
|
$1.75M
|
-$3.16M
|
-56,000
|
-65%
|
|
|
520
|
Jess S. Morgan & Co
Los Angeles,
California
|
$1.75M
|
-$147K
|
-2,602
|
-8%
|
|
|
521
|
Cresset Asset Management
Chicago,
Illinois
|
$1.73M
|
-$308K
|
-5,446
|
-16%
|
|
|
522
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$1.71M
|
+$308K
|
+5,460
|
+23%
|
|
|
523
|
Caldwell Trust
Venice,
Florida
|
$1.7M
|
-$174K
|
-3,078
|
-10%
|
|
|
524
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$1.7M
|
-$170K
|
-3,000
|
-9%
|
|
|
525
|
Soltis Investment Advisors
St. George,
Utah
|
$1.7M
|
+$1.64M
|
+29,070
|
New
|
|
