|
501
|
Nicholas Investment Partners
Rancho Santa Fe,
California
|
$373K
|
–
|
–
|
–
|
|
|
502
|
Wealthspire Advisors (New York)
New York
|
$372K
|
+$311K
|
+8,677
|
New
|
|
|
503
|
Waddell & Associates
Memphis,
Tennessee
|
$368K
|
+$308K
|
+8,577
|
New
|
|
|
504
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$364K
|
-$14.3K
|
-400
|
-4%
|
|
|
505
|
First National Trust
Hermitage,
Pennsylvania
|
$364K
|
-$1.65K
|
-46
|
-0.5%
|
|
|
506
|
Quantessence Capital
New York
|
$361K
|
+$302K
|
+8,409
|
New
|
|
|
507
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$361K
|
-$541K
|
-15,090
|
-64%
|
|
|
508
|
SteelPeak Wealth
Woodland Hills,
California
|
$359K
|
+$300K
|
+8,362
|
New
|
|
|
509
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$358K
|
+$35.3K
|
+985
|
+13%
|
|
|
510
|
Arax Advisory Partners
Denver,
Colorado
|
$358K
|
+$291K
|
+8,120
|
+3,674%
|
|
|
511
|
Asahi Life Asset Management
Tokyo,
Japan
|
$357K
|
-$1.43K
|
-40
|
-0.5%
|
|
|
512
|
Dai-ichi Life Insurance Company
Tokyo,
Japan
|
$355K
|
–
|
–
|
–
|
|
|
513
|
TrueWealth Advisors
Birmingham,
Alabama
|
$354K
|
+$3.51K
|
+98
|
+1%
|
|
|
514
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$352K
|
-$2.47K
|
-69
|
-0.8%
|
|
|
515
|
NorthRock Partners
Minneapolis,
Minnesota
|
$348K
|
+$291K
|
+8,120
|
New
|
|
|
516
|
IFG Advisors
St. Louis,
Missouri
|
$347K
|
+$291K
|
+8,102
|
New
|
|
|
517
|
Transcend Capital Advisors
Madison,
New Jersey
|
$347K
|
+$290K
|
+8,093
|
New
|
|
|
518
|
QTR Family Wealth
Lake Mary,
Florida
|
$338K
|
+$283K
|
+7,891
|
New
|
|
|
519
|
Forum Financial Management
Lombard,
Illinois
|
$338K
|
+$1.22K
|
+34
|
+0.4%
|
|
|
520
|
Caption Management
Oklahoma City,
Oklahoma
|
$337K
|
-$1.65M
|
-46,146
|
-85%
|
|
|
521
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$333K
|
+$279K
|
+7,774
|
New
|
|
|
522
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$332K
|
-$9.36K
|
-261
|
-3%
|
|
|
523
|
TwinBeech Capital
Purchase,
New York
|
$331K
|
+$277K
|
+7,714
|
New
|
|
|
524
|
SRH Advisors
Salina,
Kansas
|
$328K
|
+$15.1K
|
+420
|
+6%
|
|
|
525
|
Wealthfront Advisers
Palo Alto,
California
|
$327K
|
+$13.2K
|
+367
|
+5%
|
|
