|
501
|
Pin Oak Investment Advisors
Houston,
Texas
|
$90K
|
-$50K
|
-985
|
-35%
|
|
|
502
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$90K
|
+$90.6K
|
+1,786
|
New
|
|
|
503
|
William Blair & Company
Chicago,
Illinois
|
$88K
|
-$29.2K
|
-576
|
-25%
|
|
|
504
|
Claro Advisors
Boston,
Massachusetts
|
$85K
|
+$84.8K
|
+1,671
|
New
|
|
|
505
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$78K
|
+$78.4K
|
+1,546
|
New
|
|
|
506
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$72K
|
–
|
–
|
–
|
|
|
507
|
Parallel Advisors
San Francisco,
California
|
$67K
|
-$54.8K
|
-1,081
|
-45%
|
|
|
508
|
Fidelity Investments
Boston,
Massachusetts
|
$56K
|
+$254
|
+5
|
+0.4%
|
|
|
509
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$54K
|
+$22.7K
|
+447
|
+71%
|
|
|
510
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$49K
|
–
|
–
|
–
|
|
|
511
|
Perkins Coie Trust Company
Seattle,
Washington
|
$49K
|
–
|
–
|
–
|
|
|
512
|
Sutton Wealth Advisors
Tampa,
Florida
|
$48.6K
|
-$16.4K
|
-324
|
-25%
|
|
|
513
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$48K
|
-$29K
|
-572
|
-37%
|
|
|
514
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$47K
|
–
|
–
|
–
|
|
|
515
|
Close Asset Management
London,
United Kingdom
|
$45K
|
-$8.12K
|
-160
|
-42%
|
|
|
516
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$45K
|
–
|
–
|
–
|
|
|
517
|
CX Institutional
Auburn,
Indiana
|
$43K
|
-$4.57M
|
-90,117
|
-99%
|
|
|
518
|
Citizens Financial Group
Providence,
Rhode Island
|
$41K
|
+$41.3K
|
+815
|
New
|
|
|
519
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$39K
|
+$23.6K
|
+466
|
+155%
|
|
|
520
|
Ironwood Financial
Tucson,
Arizona
|
$37K
|
–
|
–
|
–
|
|
|
521
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$35K
|
–
|
–
|
–
|
|
|
522
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$34K
|
+$34.5K
|
+681
|
New
|
|
|
523
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$30K
|
-$142K
|
-2,807
|
-83%
|
|
|
524
|
YorkBridge Wealth Partners
New York
|
$30K
|
-$50.7K
|
-1,000
|
-63%
|
|
|
525
|
IMA Advisory Services
Denver,
Colorado
|
$30K
|
+$1.62K
|
+32
|
+6%
|
|
