|
501
|
Parkwood LLC
Cleveland,
Ohio
|
$466K
|
+$163K
|
+606
|
+60%
|
|
|
502
|
Brighton Jones LLC
Seattle,
Washington
|
$458K
|
-$405K
|
-1,504
|
-49%
|
|
|
503
|
Addison Capital
Conshohocken,
Pennsylvania
|
$455K
|
–
|
–
|
–
|
|
|
504
|
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
$455K
|
+$426K
|
+1,582
|
New
|
|
|
505
|
Glen Harbor Capital Management
San Diego,
California
|
$451K
|
+$422K
|
+1,568
|
New
|
|
|
506
|
Silvercrest Asset Management
New York
|
$446K
|
-$44.4K
|
-165
|
-10%
|
|
|
507
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$446K
|
-$25.6K
|
-95
|
-6%
|
|
|
508
|
First Personal Financial Services
Charlotte,
North Carolina
|
$446K
|
+$405K
|
+1,503
|
+3,131%
|
|
|
509
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$439K
|
-$9.43K
|
-35
|
-2%
|
|
|
510
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$425K
|
–
|
–
|
–
|
|
|
511
|
Wilkins Investment Counsel
Boston,
Massachusetts
|
$424K
|
–
|
–
|
–
|
|
|
512
|
Atria Investments
Charlotte,
North Carolina
|
$421K
|
+$394K
|
+1,463
|
New
|
|
|
513
|
SVB Wealth
Boston,
Massachusetts
|
$421K
|
+$394K
|
+1,464
|
New
|
|
|
514
|
Loeb Partners Corp
New York
|
$415K
|
–
|
–
|
–
|
|
|
515
|
Swiss Life Asset Management
Zurich,
|
$414K
|
-$89.4K
|
-332
|
-19%
|
|
|
516
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$410K
|
-$72.2K
|
-268
|
-16%
|
|
|
517
|
Parsons Capital Management
Providence,
Rhode Island
|
$407K
|
–
|
–
|
–
|
|
|
518
|
D.A. Davidson & Co
Great Falls,
Montana
|
$400K
|
+$4.85K
|
+18
|
+1%
|
|
|
519
|
Gofen & Glossberg
Chicago,
Illinois
|
$392K
|
–
|
–
|
–
|
|
|
520
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$379K
|
–
|
–
|
–
|
|
|
521
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$379K
|
+$63.8K
|
+237
|
+22%
|
|
|
522
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$375K
|
–
|
–
|
–
|
|
|
523
|
Gabelli & Co Investment Advisers
Rye,
New York
|
$375K
|
–
|
–
|
–
|
|
|
524
|
FT Options
Chicago,
Illinois
|
$373K
|
-$5.12K
|
-19
|
-1%
|
|
|
525
|
Avantax Planning Partners
Dubuque,
Iowa
|
$373K
|
+$348K
|
+1,294
|
New
|
|
