|
501
|
Regent Investment Management
Louisville,
Kentucky
|
$242K
|
–
|
–
|
–
|
|
|
502
|
Next Financial Group
Houston,
Texas
|
$240K
|
+$31.2K
|
+850
|
+16%
|
|
|
503
|
Manchester Capital Management
Manchester,
Vermont
|
$238K
|
–
|
–
|
–
|
|
|
504
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$238K
|
–
|
–
|
–
|
|
|
505
|
Boothbay Fund Management
New York
|
$235K
|
+$218K
|
+5,937
|
New
|
|
|
506
|
Alpha Cubed Investments
Irvine,
California
|
$229K
|
-$11K
|
-300
|
-5%
|
|
|
507
|
CPWM LLC
Seattle,
Washington
|
$228K
|
+$212K
|
+5,762
|
New
|
|
|
508
|
IFC Holdings
Tampa,
Florida
|
$222K
|
+$204K
|
+5,548
|
New
|
|
|
509
|
Palladium Partners
Norfolk,
Virginia
|
$220K
|
+$204K
|
+5,542
|
New
|
|
|
510
|
Meiji Yasuda Asset Management
Tokyo,
Japan
|
$220K
|
+$204K
|
+5,544
|
New
|
|
|
511
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$219K
|
-$96.5K
|
-2,627
|
-32%
|
|
|
512
|
Wealthfront
Palo Alto,
California
|
$217K
|
+$201K
|
+5,476
|
New
|
|
|
513
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$216K
|
+$201K
|
+5,461
|
New
|
|
|
514
|
Wall Street Associates
Lajolla,
California
|
$214K
|
-$202K
|
-5,510
|
-50%
|
|
|
515
|
Cornerstone Advisors
Asheville,
North Carolina
|
$214K
|
+$198K
|
+5,400
|
New
|
|
|
516
|
FDx Advisors
Chicago,
Illinois
|
$210K
|
-$553K
|
-15,048
|
-74%
|
|
|
517
|
Los Angeles Capital Management
Los Angeles,
California
|
$210K
|
+$194K
|
+5,288
|
New
|
|
|
518
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$207K
|
+$187K
|
+5,100
|
+4,513%
|
|
|
519
|
MSI Financial Services
Springfield,
Massachusetts
|
$205K
|
-$21.3K
|
-579
|
-10%
|
|
|
520
|
Bessemer Group
Woodbridge,
New Jersey
|
$201K
|
+$94.3K
|
+2,568
|
+103%
|
|
|
521
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$192K
|
-$1.06K
|
-29
|
-0.6%
|
|
|
522
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$178K
|
–
|
–
|
–
|
|
|
523
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$177K
|
+$132K
|
+3,600
|
+405%
|
|
|
524
|
Focused Wealth Management
Newburgh,
New York
|
$172K
|
+$160K
|
+4,350
|
New
|
|
|
525
|
MU Investments Company
Tokyo,
Japan
|
$165K
|
-$198K
|
-5,400
|
-55%
|
|
