|
501
|
Williams Jones Wealth Management
New York
|
$2.41M
|
+$131K
|
+2,060
|
+6%
|
|
|
502
|
Alpine Woods Capital Investors
Purchase,
New York
|
$2.4M
|
-$7.88M
|
-124,100
|
-76%
|
|
|
503
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$2.39M
|
-$1.09M
|
-17,148
|
-31%
|
|
|
504
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$2.39M
|
–
|
–
|
–
|
|
|
505
|
Peterson Wealth Management
Sparks,
Nevada
|
$2.38M
|
-$47.5K
|
-748
|
-2%
|
|
|
506
|
Roberts Wealth Advisors
Palo Alto,
California
|
$2.37M
|
+$225K
|
+3,548
|
+10%
|
|
|
507
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$2.35M
|
+$1.84M
|
+28,986
|
+328%
|
|
|
508
|
IEQ Capital
Foster City,
California
|
$2.35M
|
+$273K
|
+4,296
|
+13%
|
|
|
509
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$2.34M
|
-$95.8K
|
-1,508
|
-4%
|
|
|
510
|
Calton & Associates
Tampa,
Florida
|
$2.33M
|
+$242K
|
+3,812
|
+11%
|
|
|
511
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$2.32M
|
+$61.3K
|
+966
|
+3%
|
|
|
512
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$2.32M
|
+$98.9K
|
+1,558
|
+4%
|
|
|
513
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.32M
|
-$66.9K
|
-1,054
|
-3%
|
|
|
514
|
Successful Portfolios
Clearwater,
Florida
|
$2.31M
|
+$2.41K
|
+38
|
+0.1%
|
|
|
515
|
Banco Santander
Madrid,
Spain
|
$2.31M
|
-$4.57K
|
-72
|
-0.2%
|
|
|
516
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$2.31M
|
+$25.1K
|
+396
|
+1%
|
|
|
517
|
Perigon Wealth Management
San Francisco,
California
|
$2.29M
|
+$1.03M
|
+16,180
|
+78%
|
|
|
518
|
Rollins Financial
Atlanta,
Georgia
|
$2.27M
|
+$117K
|
+1,844
|
+5%
|
|
|
519
|
Acropolis Investment Management
St. Louis,
Missouri
|
$2.27M
|
-$154K
|
-2,420
|
-6%
|
|
|
520
|
Harbour Investments
Madison,
Wisconsin
|
$2.25M
|
+$94.4K
|
+1,486
|
+4%
|
|
|
521
|
Pacific Sun Financial
Los Angeles,
California
|
$2.25M
|
-$57.7K
|
-908
|
-2%
|
|
|
522
|
KWMG LLC
Overland Park,
Kansas
|
$2.24M
|
-$291K
|
-4,582
|
-11%
|
|
|
523
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$2.2M
|
+$670K
|
+10,554
|
+52%
|
|
|
524
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$2.19M
|
-$44.5K
|
-700
|
-2%
|
|
|
525
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$2.18M
|
+$47.4K
|
+746
|
+2%
|
|
