|
501
|
Lyell Wealth Management
Menlo Park,
California
|
$258K
|
+$225K
|
+1,000
|
New
|
|
|
502
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$258K
|
+$225K
|
+1,000
|
New
|
|
|
503
|
Naples Global Advisors
Naples,
Florida
|
$258K
|
+$225K
|
+1,000
|
New
|
|
|
504
|
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
|
$258K
|
+$225K
|
+1,000
|
New
|
|
|
505
|
Liberty Wealth Management
Oakland,
California
|
$258K
|
+$225K
|
+1,000
|
New
|
|
|
506
|
Summit Wealth Group
White River Junction,
Vermont
|
$258K
|
+$225K
|
+1,000
|
New
|
|
|
507
|
NEOS Investment Management
Westport,
Connecticut
|
$257K
|
+$224K
|
+996
|
New
|
|
|
508
|
Weiss Asset Management
Boston,
Massachusetts
|
$256K
|
+$224K
|
+992
|
New
|
|
|
509
|
Triumph Capital Management
Denver,
Colorado
|
$253K
|
+$221K
|
+980
|
New
|
|
|
510
|
Forum Financial Management
Lombard,
Illinois
|
$253K
|
+$221K
|
+980
|
New
|
|
|
511
|
Wealth Alliance
Mellville,
New York
|
$253K
|
+$221K
|
+979
|
New
|
|
|
512
|
Scientech Research LLC
Jersey City,
New Jersey
|
$252K
|
+$220K
|
+977
|
New
|
|
|
513
|
DMC Group
Birmingham,
Alabama
|
$249K
|
-$35.6K
|
-158
|
-14%
|
|
|
514
|
Valeo Financial Advisors
Carmel,
Indiana
|
$247K
|
-$32.5K
|
-144
|
-13%
|
|
|
515
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$239K
|
+$209K
|
+926
|
New
|
|
|
516
|
Empirical Finance
Havertown,
Pennsylvania
|
$238K
|
+$207K
|
+920
|
New
|
|
|
517
|
Wealthspan Partners
Davenport,
Iowa
|
$238K
|
+$207K
|
+920
|
New
|
|
|
518
|
Patten & Patten
Chattanooga,
Tennessee
|
$236K
|
+$206K
|
+915
|
New
|
|
|
519
|
Lido Advisors
Los Angeles,
California
|
$236K
|
+$206K
|
+913
|
New
|
|
|
520
|
Allworth Financial
Folsom,
California
|
$235K
|
+$5.41K
|
+24
|
+3%
|
|
|
521
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$234K
|
+$204K
|
+906
|
New
|
|
|
522
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$234K
|
-$35.2K
|
-156
|
-15%
|
|
|
523
|
Hardy Reed
Tupelo,
Mississippi
|
$231K
|
+$202K
|
+895
|
New
|
|
|
524
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$229K
|
+$200K
|
+887
|
New
|
|
|
525
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$226K
|
+$208K
|
+924
|
New
|
|
