|
501
|
IEQ Capital
Foster City,
California
|
$230K
|
-$110K
|
-1,267
|
-32%
|
|
|
502
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$227K
|
+$235K
|
+2,695
|
New
|
|
|
503
|
Parallel Advisors
San Francisco,
California
|
$227K
|
+$15.1K
|
+174
|
+7%
|
|
|
504
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$227K
|
+$234K
|
+2,692
|
New
|
|
|
505
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$226K
|
+$21.8K
|
+250
|
+10%
|
|
|
506
|
FDx Advisors
Chicago,
Illinois
|
$226K
|
+$233K
|
+2,679
|
New
|
|
|
507
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$222K
|
+$229K
|
+2,634
|
New
|
|
|
508
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$217K
|
+$224K
|
+2,577
|
New
|
|
|
509
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$217K
|
–
|
–
|
–
|
|
|
510
|
Sequoia Financial Advisors
Akron,
Ohio
|
$216K
|
+$224K
|
+2,568
|
New
|
|
|
511
|
Qtron Investments
Boston,
Massachusetts
|
$216K
|
–
|
–
|
–
|
|
|
512
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$212K
|
+$219K
|
+2,518
|
New
|
|
|
513
|
BOK Financial
Tulsa,
Oklahoma
|
$212K
|
+$218K
|
+2,509
|
New
|
|
|
514
|
Choate Investment Advisors
Boston,
Massachusetts
|
$211K
|
+$218K
|
+2,500
|
New
|
|
|
515
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$209K
|
+$215K
|
+2,465
|
New
|
|
|
516
|
Tandem Investment Advisors
Charleston,
South Carolina
|
$209K
|
-$164K
|
-1,886
|
-43%
|
|
|
517
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$209K
|
+$215K
|
+2,475
|
New
|
|
|
518
|
Rockland Trust
Hanover,
Massachusetts
|
$206K
|
+$212K
|
+2,438
|
New
|
|
|
519
|
Pinnacle Associates
New York
|
$205K
|
+$212K
|
+2,431
|
New
|
|
|
520
|
Sutton Wealth Advisors
Tampa,
Florida
|
$204K
|
+$6.01K
|
+69
|
+3%
|
|
|
521
|
Avantax Advisory Services
Dallas,
Texas
|
$203K
|
+$210K
|
+2,412
|
New
|
|
|
522
|
Qsemble Capital Management
New York
|
$202K
|
+$209K
|
+2,400
|
New
|
|
|
523
|
Donoghue Forlines
Boston,
Massachusetts
|
$202K
|
-$30.9K
|
-355
|
-13%
|
|
|
524
|
HB Wealth Management
Atlanta,
Georgia
|
$202K
|
+$208K
|
+2,394
|
New
|
|
|
525
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$202K
|
+$208K
|
+2,392
|
New
|
|
