|
501
|
Rational Advisors
Huntington,
New York
|
$768K
|
+$753K
|
+22,000
|
New
|
|
|
502
|
Virtus Investment Advisers
Hartford,
Connecticut
|
$766K
|
-$167K
|
-4,871
|
-18%
|
|
|
503
|
Fulton Bank
Lancaster,
Pennsylvania
|
$754K
|
+$178K
|
+5,203
|
+32%
|
|
|
504
|
Garcia Hamilton & Associates
Houston,
Texas
|
$745K
|
-$399K
|
-11,674
|
-35%
|
|
|
505
|
Appleton Partners
Boston,
Massachusetts
|
$731K
|
-$102K
|
-2,987
|
-12%
|
|
|
506
|
Waverton Investment Management
London,
United Kingdom
|
$731K
|
+$86.5K
|
+2,529
|
+14%
|
|
|
507
|
Wunderlich Capital Managemnt
Memphis,
Tennessee
|
$715K
|
-$11.6K
|
-340
|
-2%
|
|
|
508
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$711K
|
+$695K
|
+20,318
|
+112,878%
|
|
|
509
|
Advisor Partners
Walnut Creek,
California
|
$707K
|
+$19.4K
|
+567
|
+3%
|
|
|
510
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$702K
|
+$686K
|
+20,058
|
+69,166%
|
|
|
511
|
Wimmer Associates 1
Pasadena,
California
|
$701K
|
–
|
–
|
–
|
|
|
512
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$700K
|
+$11.5K
|
+335
|
+2%
|
|
|
513
|
Wealthfront
Palo Alto,
California
|
$690K
|
+$81.6K
|
+2,384
|
+14%
|
|
|
514
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$684K
|
-$8.96K
|
-262
|
-1%
|
|
|
515
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$674K
|
-$34
|
-1
|
-0%
|
|
|
516
|
R.M. Davis Inc
Portland,
Maine
|
$670K
|
+$246K
|
+7,200
|
+60%
|
|
|
517
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$669K
|
+$551K
|
+16,111
|
+526%
|
|
|
518
|
Institute for Wealth Management
Denver,
Colorado
|
$668K
|
+$662K
|
+19,333
|
New
|
|
|
519
|
|
$666K
|
-$1.09M
|
-31,777
|
-62%
|
|
|
520
|
GHP Investment Advisors
Denver,
Colorado
|
$663K
|
+$31.7K
|
+925
|
+5%
|
|
|
521
|
OMERS Administration Corp
Toronto,
Ontario, Canada
|
$653K
|
+$44.5K
|
+1,300
|
+7%
|
|
|
522
|
Clear Perspective Advisors
Aurora,
Illinois
|
$634K
|
-$2.05K
|
-60
|
-0.3%
|
|
|
523
|
1ST Source Bank
South Bend,
Indiana
|
$632K
|
-$18.3K
|
-536
|
-3%
|
|
|
524
|
D.A. Davidson & Co
Great Falls,
Montana
|
$626K
|
-$32.5K
|
-950
|
-5%
|
|
|
525
|
Howard Hughes Medical Institute
Chevy Chase,
Maryland
|
$623K
|
+$145K
|
+4,249
|
+31%
|
|
