|
501
|
SteelPeak Wealth
Woodland Hills,
California
|
$6.32M
|
+$1.64M
|
+36,536
|
+35%
|
|
|
502
|
Beck Mack & Oliver
New York
|
$6.28M
|
-$175K
|
-3,905
|
-3%
|
|
|
503
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.27M
|
–
|
–
|
–
|
|
|
504
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$6.23M
|
+$5.92M
|
+131,967
|
+1,784%
|
|
|
505
|
Flippin Bruce & Porter
Lynchburg,
Virginia
|
$6.21M
|
-$508K
|
-11,321
|
-8%
|
|
|
506
|
Chesley Taft & Associates
Chicago,
Illinois
|
$6.2M
|
-$76.2K
|
-1,698
|
-1%
|
|
|
507
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$6.2M
|
-$84.9K
|
-1,894
|
-1%
|
|
|
508
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$6.19M
|
-$5.53M
|
-123,198
|
-47%
|
|
|
509
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$6.17M
|
+$211K
|
+4,711
|
+4%
|
|
|
510
|
Greenline Partners
New York
|
$6.14M
|
+$642K
|
+14,321
|
+12%
|
|
|
511
|
Prospera Financial Services
Dallas,
Texas
|
$6.12M
|
+$3.27M
|
+72,959
|
+114%
|
|
|
512
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$6.11M
|
+$77.7K
|
+1,733
|
+1%
|
|
|
513
|
Evercore Wealth Management
New York
|
$6.06M
|
-$794K
|
-17,705
|
-12%
|
|
|
514
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$6.06M
|
-$989K
|
-22,056
|
-14%
|
|
|
515
|
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
$6.04M
|
+$3.64M
|
+81,229
|
+151%
|
|
|
516
|
Hantz Financial Services
Southfield,
Michigan
|
$6.04M
|
+$1.09M
|
+24,266
|
+22%
|
|
|
517
|
Denali Advisors
San Diego,
California
|
$6.03M
|
-$3.59M
|
-79,956
|
-37%
|
|
|
518
|
Scotia Capital
Toronto,
Ontario, Canada
|
$6.01M
|
+$1.04M
|
+23,145
|
+21%
|
|
|
519
|
First Midwest Bank Trust Division
Joliet,
Illinois
|
$5.98M
|
+$180K
|
+4,011
|
+3%
|
|
|
520
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$5.89M
|
+$1.38M
|
+30,836
|
+31%
|
|
|
521
|
Tower Research Capital (TRC)
New York
|
$5.87M
|
+$2.34M
|
+52,169
|
+66%
|
|
|
522
|
LVM Capital Management
Portage,
Michigan
|
$5.84M
|
-$607K
|
-13,544
|
-9%
|
|
|
523
|
Lynch & Associates
Newburgh,
Indiana
|
$5.83M
|
-$301K
|
-6,710
|
-5%
|
|
|
524
|
Matrix Asset Advisors
White Plains,
New York
|
$5.83M
|
-$226K
|
-5,040
|
-4%
|
|
|
525
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$5.83M
|
+$6.59K
|
+147
|
+0.1%
|
|
