|
551
|
Boothbay Fund Management
New York
|
$446K
|
+$401K
|
+5,000
|
New
|
|
|
552
|
IMS Capital Management
Portland,
Oregon
|
$441K
|
–
|
–
|
–
|
|
|
553
|
|
$438K
|
+$78.2K
|
+976
|
+25%
|
|
|
554
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$437K
|
+$198K
|
+2,471
|
+102%
|
|
|
555
|
Tolleson Wealth Management
Dallas,
Texas
|
$437K
|
–
|
–
|
–
|
|
|
556
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$435K
|
+$392K
|
+4,885
|
New
|
|
|
557
|
Blue Trust Inc
Alpharetta,
Georgia
|
$435K
|
+$250K
|
+3,116
|
+93%
|
|
|
558
|
Fulton Bank
Lancaster,
Pennsylvania
|
$430K
|
-$12.2K
|
-152
|
-3%
|
|
|
559
|
Palogic Value Management
Dallas,
Texas
|
$426K
|
+$383K
|
+4,784
|
New
|
|
|
560
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$426K
|
+$33K
|
+412
|
+9%
|
|
|
561
|
Coldstream Capital Management
Bellevue,
Washington
|
$426K
|
+$383K
|
+4,777
|
New
|
|
|
562
|
Evercore Wealth Management
New York
|
$416K
|
+$28.3K
|
+353
|
+8%
|
|
|
563
|
Wealthspire Advisors (New York)
New York
|
$416K
|
+$374K
|
+4,667
|
New
|
|
|
564
|
CVA Family Office
Denver,
Colorado
|
$416K
|
+$3.61K
|
+45
|
+1%
|
|
|
565
|
Values First Advisors
Gray,
Tennessee
|
$414K
|
-$202K
|
-2,522
|
-35%
|
|
|
566
|
Tiemann Investment Advisors
Menlo Park,
California
|
$413K
|
-$8.02K
|
-100
|
-2%
|
|
|
567
|
SimplyRich
Carlsbad,
California
|
$409K
|
–
|
–
|
–
|
|
|
568
|
WealthSource Partners
San Luis Obispo,
California
|
$407K
|
+$48K
|
+599
|
+15%
|
|
|
569
|
ALPS Advisors
Denver,
Colorado
|
$406K
|
-$1.68K
|
-21
|
-0.5%
|
|
|
570
|
Meeder Advisory Services
Dublin,
Ohio
|
$403K
|
+$362K
|
+4,521
|
New
|
|
|
571
|
Prospera Financial Services
Dallas,
Texas
|
$403K
|
-$226K
|
-2,819
|
-38%
|
|
|
572
|
Commons Capital
Needham,
Massachusetts
|
$403K
|
-$882
|
-11
|
-0.2%
|
|
|
573
|
Beta Wealth Group
San Diego,
California
|
$401K
|
+$24K
|
+300
|
+7%
|
|
|
574
|
Renaissance Technologies
New York
|
$396K
|
+$356K
|
+4,438
|
New
|
|
|
575
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$395K
|
+$13.5K
|
+168
|
+4%
|
|
