|
501
|
Columbia Asset Management
Ann Arbor,
Michigan
|
$851K
|
+$147K
|
+281
|
+22%
|
|
|
502
|
Congress Wealth Management
Boston,
Massachusetts
|
$850K
|
+$204K
|
+389
|
+33%
|
|
|
503
|
Clarius Group LLC
Seattle,
Washington
|
$845K
|
+$83.8K
|
+160
|
+12%
|
|
|
504
|
KB Financial Partners
Princeton,
New Jersey
|
$844K
|
-$22K
|
-42
|
-3%
|
|
|
505
|
Personal Capital Advisors
Redwood City,
California
|
$834K
|
-$7.33K
|
-14
|
-0.9%
|
|
|
506
|
GoalVest Advisory
New York
|
$832K
|
+$228K
|
+435
|
+40%
|
|
|
507
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$832K
|
+$320K
|
+610
|
+67%
|
|
|
508
|
Kestra Private Wealth Services
Austin,
Texas
|
$824K
|
+$139K
|
+265
|
+21%
|
|
|
509
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$817K
|
-$524
|
-1
|
-0.1%
|
|
|
510
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$817K
|
+$4.71K
|
+9
|
+0.6%
|
|
|
511
|
MGO One Seven
Beachwood,
Ohio
|
$812K
|
-$28.8K
|
-55
|
-4%
|
|
|
512
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$809K
|
-$89.6K
|
-171
|
-10%
|
|
|
513
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$798K
|
+$39.8K
|
+76
|
+5%
|
|
|
514
|
Leavell Investment Management
Mobile,
Alabama
|
$793K
|
-$73.3K
|
-140
|
-9%
|
|
|
515
|
Legal Advantage Investments
Los Altos Hills,
California
|
$787K
|
+$157K
|
+300
|
+26%
|
|
|
516
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$769K
|
-$87K
|
-166
|
-11%
|
|
|
517
|
HMS Capital Management
Nashville,
Tennessee
|
$765K
|
-$69.7K
|
-133
|
-9%
|
|
|
518
|
Cyrus J. Lawrence
New York
|
$765K
|
+$576K
|
+1,100
|
+367%
|
|
|
519
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$764K
|
+$102K
|
+194
|
+16%
|
|
|
520
|
Schroder Investment Management Group
London,
United Kingdom
|
$761K
|
+$730K
|
+1,393
|
New
|
|
|
521
|
Ballentine Partners
Waltham,
Massachusetts
|
$761K
|
+$40.9K
|
+78
|
+6%
|
|
|
522
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$759K
|
+$467K
|
+891
|
+179%
|
|
|
523
|
Financial Perspectives
Minneapolis,
Minnesota
|
$759K
|
-$99.5K
|
-190
|
-12%
|
|
|
524
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$758K
|
-$127K
|
-242
|
-15%
|
|
|
525
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$757K
|
+$105K
|
+201
|
+22%
|
|
