|
501
|
RBO & Co
Saint Helena,
California
|
$317K
|
+$316K
|
+4,000
|
New
|
|
|
502
|
HeadInvest LLC
Portland,
Maine
|
$314K
|
–
|
–
|
–
|
|
|
503
|
Cypress Capital Group
Palm Beach,
Florida
|
$304K
|
+$303K
|
+3,830
|
New
|
|
|
504
|
Barrett Asset Management
New York
|
$302K
|
–
|
–
|
–
|
|
|
505
|
Man Group
London,
United Kingdom
|
$301K
|
+$87K
|
+1,100
|
+41%
|
|
|
506
|
Weatherstone Capital Management
Denver,
Colorado
|
$300K
|
-$24.7K
|
-312
|
-8%
|
|
|
507
|
Round Table Services
Westfield,
New Jersey
|
$293K
|
-$62.2K
|
-787
|
-18%
|
|
|
508
|
BOK Financial
Tulsa,
Oklahoma
|
$290K
|
-$121K
|
-1,525
|
-29%
|
|
|
509
|
Personal Capital Advisors
Redwood City,
California
|
$286K
|
+$285K
|
+3,610
|
New
|
|
|
510
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$284K
|
-$24.9K
|
-315
|
-8%
|
|
|
511
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$284K
|
+$283K
|
+3,582
|
New
|
|
|
512
|
Modera Wealth Management
Westwood,
New Jersey
|
$283K
|
-$60.6K
|
-766
|
-18%
|
|
|
513
|
WealthPLAN Partners
Omaha,
Nebraska
|
$283K
|
-$19.9K
|
-252
|
-7%
|
|
|
514
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$282K
|
–
|
–
|
–
|
|
|
515
|
Glenview Trust
Louisville,
Kentucky
|
$282K
|
+$10.6K
|
+134
|
+4%
|
|
|
516
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$280K
|
-$7.51K
|
-95
|
-3%
|
|
|
517
|
Alerus Financial
Grand Forks,
North Dakota
|
$280K
|
+$6.01K
|
+76
|
+2%
|
|
|
518
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$276K
|
+$86.3K
|
+1,092
|
+46%
|
|
|
519
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$273K
|
-$140K
|
-1,776
|
-34%
|
|
|
520
|
SigFig Wealth Management
San Francisco,
California
|
$273K
|
+$272K
|
+3,446
|
New
|
|
|
521
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$272K
|
-$2.46M
|
-31,093
|
-90%
|
|
|
522
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$270K
|
–
|
–
|
–
|
|
|
523
|
Ritholtz Wealth Management
New York
|
$269K
|
+$63.1K
|
+798
|
+31%
|
|
|
524
|
WealthSource Partners
San Luis Obispo,
California
|
$268K
|
-$3K
|
-38
|
-1%
|
|
|
525
|
NBT Bank
Norwich,
New York
|
$266K
|
-$272K
|
-3,440
|
-51%
|
|
