|
401
|
Summit Trail Advisors
New York
|
$4.29M
|
–
|
–
|
–
|
|
|
402
|
Tocqueville Asset Management
New York
|
$4.29M
|
–
|
–
|
–
|
|
|
403
|
Transcend Capital Advisors
Madison,
New Jersey
|
$4.29M
|
–
|
–
|
–
|
|
|
404
|
Congress Wealth Management
Boston,
Massachusetts
|
$4.29M
|
+$616K
|
+1
|
+17%
|
|
|
405
|
|
$4.29M
|
+$1.23M
|
+2
|
+40%
|
|
|
406
|
|
$4.29M
|
+$1.23M
|
+2
|
+40%
|
|
|
407
|
Black Point Wealth Management
Naples,
Florida
|
$4.29M
|
+$4.32M
|
+7
|
New
|
|
|
408
|
Insigneo Advisory Services
Miami,
Florida
|
$3.72M
|
-$2.47M
|
-4
|
-40%
|
|
|
409
|
Waverly Advisors
Birmingham,
Alabama
|
$3.67M
|
-$13.6M
|
-22
|
-79%
|
|
|
410
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.67M
|
-$4.32M
|
-7
|
-54%
|
|
|
411
|
Aureus Asset Management
Boston,
Massachusetts
|
$3.67M
|
-$616K
|
-1
|
-14%
|
|
|
412
|
Magnetar Financial
Evanston,
Illinois
|
$3.67M
|
-$616K
|
-1
|
-14%
|
|
|
413
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$3.67M
|
–
|
–
|
–
|
|
|
414
|
Avenir Corporation
Alexandria,
Virginia
|
$3.67M
|
–
|
–
|
–
|
|
|
415
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$3.67M
|
–
|
–
|
–
|
|
|
416
|
Ballentine Partners
Waltham,
Massachusetts
|
$3.67M
|
–
|
–
|
–
|
|
|
417
|
Blackhill Capital
Morristown,
New Jersey
|
$3.67M
|
–
|
–
|
–
|
|
|
418
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$3.67M
|
–
|
–
|
–
|
|
|
419
|
Cascade Financial Partners
San Diego,
California
|
$3.67M
|
–
|
–
|
–
|
|
|
420
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$3.67M
|
–
|
–
|
–
|
|
|
421
|
English Capital Management
Bloomfield Hills,
Michigan
|
$3.67M
|
–
|
–
|
–
|
|
|
422
|
Epacria Capital Partners
Boulder,
Colorado
|
$3.67M
|
–
|
–
|
–
|
|
|
423
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$3.67M
|
–
|
–
|
–
|
|
|
424
|
First Foundation Advisors
Irvine,
California
|
$3.67M
|
–
|
–
|
–
|
|
|
425
|
KP Management
Edina,
Minnesota
|
$3.67M
|
–
|
–
|
–
|
|
