|
501
|
Perigon Wealth Management
San Francisco,
California
|
$69K
|
+$60.5K
|
+360
|
New
|
|
|
502
|
Rockefeller Capital Management
New York
|
$62K
|
+$1.68K
|
+10
|
+3%
|
|
|
503
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$62K
|
+$54.1K
|
+322
|
New
|
|
|
504
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$60K
|
–
|
–
|
–
|
|
|
505
|
Advisory Services Network
Atlanta,
Georgia
|
$57K
|
-$29.9K
|
-178
|
-37%
|
|
|
506
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$57K
|
–
|
–
|
–
|
|
|
507
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$56K
|
+$48.8K
|
+290
|
New
|
|
|
508
|
Versant Capital Management
Phoenix,
Arizona
|
$54K
|
–
|
–
|
–
|
|
|
509
|
Penserra Capital Management
Orinda,
California
|
$52K
|
+$8.74K
|
+52
|
+23%
|
|
|
510
|
Glassman Wealth Services
Vienna,
Virginia
|
$47K
|
-$4.2K
|
-25
|
-9%
|
|
|
511
|
Parallel Advisors
San Francisco,
California
|
$45K
|
-$20.2K
|
-120
|
-34%
|
|
|
512
|
Valeo Financial Advisors
Carmel,
Indiana
|
$44K
|
-$84.1K
|
-500
|
-68%
|
|
|
513
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$39K
|
–
|
–
|
–
|
|
|
514
|
Jones Financial Companies
Des Peres,
Missouri
|
$39K
|
+$34K
|
+202
|
New
|
|
|
515
|
Freestone Capital Holdings
Seattle,
Washington
|
$38.6K
|
–
|
–
|
–
|
|
|
516
|
Advisornet Financial
Minnetonka,
Minnesota
|
$33K
|
–
|
–
|
–
|
|
|
517
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
$33K
|
+$28.7K
|
+171
|
New
|
|
|
518
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$29K
|
-$27.2K
|
-162
|
-52%
|
|
|
519
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$29K
|
+$24.7K
|
+147
|
New
|
|
|
520
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$27.1K
|
+$168
|
+1
|
+0.7%
|
|
|
521
|
CSat Investment Advisory
Detroit,
Michigan
|
$26K
|
-$54.1K
|
-322
|
-70%
|
|
|
522
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$26K
|
+$4.71K
|
+28
|
+26%
|
|
|
523
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$25K
|
-$1.51K
|
-9
|
-6%
|
|
|
524
|
WhitTier Trust Company
Reno,
Nevada
|
$24K
|
+$15.1K
|
+90
|
+257%
|
|
|
525
|
Tarbox Family Office
Newport Beach,
California
|
$23K
|
–
|
–
|
–
|
|
