|
501
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$163K
|
-$11.5K
|
-992
|
-7%
|
|
|
502
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$162K
|
+$151K
|
+13,062
|
New
|
|
|
503
|
Fortress Private Ledger
Raleigh,
North Carolina
|
$161K
|
–
|
–
|
–
|
|
|
504
|
S&CO Inc
Boston,
Massachusetts
|
$161K
|
+$150K
|
+13,000
|
New
|
|
|
505
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$160K
|
-$29.9K
|
-2,587
|
-17%
|
|
|
506
|
Blue Barn Wealth
Orem,
Utah
|
$159K
|
+$148K
|
+12,811
|
New
|
|
|
507
|
InceptionR
Lafayette,
California
|
$158K
|
+$147K
|
+12,684
|
New
|
|
|
508
|
MUFG Securities Americas
New York
|
$156K
|
+$24.2K
|
+2,090
|
+20%
|
|
|
509
|
Everpar Advisors
Tulsa,
Oklahoma
|
$155K
|
-$78.9K
|
-6,822
|
-35%
|
|
|
510
|
Samalin Investment Counsel
Chappaqua,
New York
|
$152K
|
+$141K
|
+12,215
|
New
|
|
|
511
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$151K
|
+$34K
|
+2,936
|
+25%
|
|
|
512
|
Verus Capital Partners
Scottsdale,
Arizona
|
$149K
|
+$139K
|
+11,980
|
New
|
|
|
513
|
TrueMark Investments
Chicago,
Illinois
|
$143K
|
+$133K
|
+11,533
|
New
|
|
|
514
|
Coastwise Capital Group
La Jolla,
California
|
$143K
|
+$2.27K
|
+196
|
+2%
|
|
|
515
|
Graypoint LLC
Albany,
New York
|
$139K
|
+$129K
|
+11,187
|
New
|
|
|
516
|
|
$137K
|
+$128K
|
+11,036
|
New
|
|
|
517
|
Frank Rimerman Advisors
Palo Alto,
California
|
$137K
|
+$127K
|
+10,991
|
New
|
|
|
518
|
Ballentine Partners
Waltham,
Massachusetts
|
$135K
|
+$126K
|
+10,899
|
New
|
|
|
519
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$135K
|
+$126K
|
+10,868
|
New
|
|
|
520
|
Letson Investment Management
Atlanta,
Georgia
|
$135K
|
-$125K
|
-10,840
|
-50%
|
|
|
521
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$134K
|
+$125K
|
+10,785
|
New
|
|
|
522
|
Central Asset Investments & Management Holdings
Hong Kong
|
$132K
|
-$317K
|
-27,400
|
-72%
|
|
|
523
|
Marcum Wealth
Cleveland,
Ohio
|
$130K
|
+$121K
|
+10,468
|
New
|
|
|
524
|
CX Institutional
Auburn,
Indiana
|
$130K
|
+$122K
|
+10,502
|
New
|
|
|
525
|
Seneca Financial Advisors
Rochester,
New York
|
$129K
|
+$174
|
+15
|
+0.1%
|
|
