|
551
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$441K
|
–
|
–
|
–
|
|
|
552
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$440K
|
–
|
–
|
–
|
|
|
553
|
Bard Financial Services
Branford,
Connecticut
|
$435K
|
–
|
–
|
–
|
|
|
554
|
Lake Hills Wealth Management
Austin,
Texas
|
$434K
|
+$387K
|
+2,623
|
New
|
|
|
555
|
Glenmede Investment Management
Philadelphia,
Pennsylvania
|
$432K
|
+$385K
|
+2,607
|
New
|
|
|
556
|
Vise Technologies
New York
|
$431K
|
+$385K
|
+2,605
|
New
|
|
|
557
|
Syon Capital
San Francisco,
California
|
$428K
|
+$9.15K
|
+62
|
+2%
|
|
|
558
|
Iconiq Capital
San Francisco,
California
|
$427K
|
+$381K
|
+2,581
|
New
|
|
|
559
|
D.A. Davidson & Co
Great Falls,
Montana
|
$426K
|
-$1.48K
|
-10
|
-0.4%
|
|
|
560
|
Goelzer Investment Management
Carmel,
Indiana
|
$415K
|
-$23.8K
|
-161
|
-6%
|
|
|
561
|
Corient IA
Miami,
Florida
|
$414K
|
–
|
–
|
–
|
|
|
562
|
Zhang Financial
Portage,
Michigan
|
$414K
|
–
|
–
|
–
|
|
|
563
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$409K
|
+$365K
|
+2,471
|
New
|
|
|
564
|
Bessemer Group
Woodbridge,
New Jersey
|
$407K
|
+$37.8K
|
+256
|
+12%
|
|
|
565
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$406K
|
-$59.5K
|
-403
|
-14%
|
|
|
566
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$403K
|
–
|
–
|
–
|
|
|
567
|
Advisors Preferred
Rockville,
Maryland
|
$403K
|
-$2.5M
|
-16,904
|
-87%
|
|
|
568
|
L.J. Altfest & Co
New York
|
$401K
|
-$447K
|
-3,029
|
-56%
|
|
|
569
|
Savant Capital
Rockford,
Illinois
|
$400K
|
–
|
–
|
–
|
|
|
570
|
Level Four Advisory Services
Dallas,
Texas
|
$399K
|
-$10.9K
|
-74
|
-3%
|
|
|
571
|
Aviso Wealth Management
Bellevue,
Washington
|
$398K
|
-$71.6K
|
-485
|
-17%
|
|
|
572
|
Fred Alger Management
New York
|
$396K
|
-$30.4K
|
-206
|
-8%
|
|
|
573
|
MUFG Securities Americas
New York
|
$393K
|
+$71K
|
+481
|
+25%
|
|
|
574
|
Fiduciary Financial Group
San Rafael,
California
|
$393K
|
+$93K
|
+630
|
+35%
|
|
|
575
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$391K
|
+$348K
|
+2,359
|
New
|
|
