|
1501
|
Moseley Investment Management
Bradenton,
Florida
|
$500K
|
+$470K
|
+10,804
|
New
|
|
|
1502
|
Private Wealth Partners
Mill Valley,
California
|
$499K
|
-$3.42M
|
-78,722
|
-88%
|
|
|
1503
|
SSI Investment Management
Los Angeles,
California
|
$499K
|
-$12.8K
|
-295
|
-3%
|
|
|
1504
|
Financial Engines Advisors
Santa Clara,
California
|
$498K
|
+$68.2K
|
+1,568
|
+17%
|
|
|
1505
|
Tiemann Investment Advisors
Menlo Park,
California
|
$497K
|
+$20.6K
|
+474
|
+5%
|
|
|
1506
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$496K
|
+$10.4K
|
+239
|
+2%
|
|
|
1507
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$495K
|
+$36K
|
+829
|
+8%
|
|
|
1508
|
Hoey Investments
Coatesville,
Pennsylvania
|
$494K
|
–
|
–
|
–
|
|
|
1509
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$494K
|
+$34.8K
|
+800
|
+8%
|
|
|
1510
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$490K
|
-$37K
|
-852
|
-7%
|
|
|
1511
|
Hilltop Holdings
Dallas,
Texas
|
$489K
|
+$23K
|
+529
|
+5%
|
|
|
1512
|
Graypoint LLC
Albany,
New York
|
$488K
|
+$459K
|
+10,559
|
New
|
|
|
1513
|
Independence Advisors
Wayne,
Pennsylvania
|
$486K
|
-$1.39K
|
-32
|
-0.3%
|
|
|
1514
|
Tompkins Financial
Ithaca,
New York
|
$485K
|
–
|
–
|
–
|
|
|
1515
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$485K
|
+$39.3K
|
+905
|
+9%
|
|
|
1516
|
Keel Point
Huntsville,
Alabama
|
$483K
|
+$227K
|
+5,216
|
+100%
|
|
|
1517
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$481K
|
+$1.17K
|
+27
|
+0.3%
|
|
|
1518
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$481K
|
+$60.4K
|
+1,390
|
+15%
|
|
|
1519
|
Arcus Capital Partners
Atlanta,
Georgia
|
$480K
|
+$155K
|
+3,558
|
+52%
|
|
|
1520
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$477K
|
+$104K
|
+2,399
|
+30%
|
|
|
1521
|
Berman Capital Advisors
Atlanta,
Georgia
|
$476K
|
-$26K
|
-598
|
-5%
|
|
|
1522
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$476K
|
-$87
|
-2
|
-0%
|
|
|
1523
|
Sanders Morris Harris
Houston,
Texas
|
$474K
|
+$451K
|
+10,377
|
New
|
|
|
1524
|
Pathstone Family Office
Englewood,
New Jersey
|
$473K
|
+$20K
|
+460
|
+5%
|
|
|
1525
|
Avidian Wealth Enterprises
Houston,
Texas
|
$470K
|
+$109K
|
+2,518
|
+33%
|
|
