|
501
|
Pegasus Partners
Mequon,
Wisconsin
|
$200K
|
+$220K
|
+10,553
|
New
|
|
|
502
|
Legacy Financial Advisors
Covington,
Kentucky
|
$198K
|
+$217K
|
+10,395
|
New
|
|
|
503
|
Rockefeller Capital Management
New York
|
$195K
|
+$70.2K
|
+3,364
|
+48%
|
|
|
504
|
ALPS Advisors
Denver,
Colorado
|
$194K
|
-$40.5K
|
-1,941
|
-16%
|
|
|
505
|
Creative Planning
Overland Park,
Kansas
|
$192K
|
-$41.6K
|
-1,992
|
-16%
|
|
|
506
|
Cetera Advisor Networks
El Segundo,
California
|
$191K
|
+$210K
|
+10,050
|
New
|
|
|
507
|
Balentine LLC
Atlanta,
Georgia
|
$191K
|
+$210K
|
+10,053
|
New
|
|
|
508
|
Empirical Finance
Havertown,
Pennsylvania
|
$190K
|
+$209K
|
+10,017
|
New
|
|
|
509
|
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
$184K
|
-$35.5K
|
-1,700
|
-15%
|
|
|
510
|
|
$180K
|
+$198K
|
+9,498
|
New
|
|
|
511
|
Rockbridge Investment Management
Syracuse,
New York
|
$175K
|
–
|
–
|
–
|
|
|
512
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$162K
|
+$178K
|
+8,545
|
New
|
|
|
513
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$159K
|
+$62.6K
|
+3,000
|
+56%
|
|
|
514
|
Disciplined Investments
Tulsa,
Oklahoma
|
$153K
|
+$168K
|
+8,033
|
New
|
|
|
515
|
Platinum Investment Management
Sydney Australia 2000,
Australia
|
$147K
|
-$27.3K
|
-1,307
|
-14%
|
|
|
516
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$143K
|
+$78K
|
+3,738
|
+99%
|
|
|
517
|
Parallel Advisors
San Francisco,
California
|
$138K
|
+$88.2K
|
+4,226
|
+140%
|
|
|
518
|
Pathstone Family Office
Englewood,
New Jersey
|
$135K
|
+$149K
|
+7,119
|
New
|
|
|
519
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$125K
|
+$57.8K
|
+2,770
|
+73%
|
|
|
520
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$125K
|
+$125K
|
+5,978
|
+1,038%
|
|
|
521
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$112K
|
+$123K
|
+5,910
|
New
|
|
|
522
|
Geneos Wealth Management
Englewood,
Colorado
|
$99K
|
-$67.8K
|
-3,250
|
-38%
|
|
|
523
|
Denali Advisors
San Diego,
California
|
$97K
|
+$48K
|
+2,300
|
+82%
|
|
|
524
|
Manchester Capital Management
Manchester,
Vermont
|
$95K
|
+$10.4K
|
+497
|
+11%
|
|
|
525
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$90K
|
-$35K
|
-1,677
|
-26%
|
|
