|
501
|
Vise Technologies
New York
|
$401K
|
+$400K
|
+2,228
|
New
|
|
|
502
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$399K
|
-$33.6K
|
-187
|
-8%
|
|
|
503
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$396K
|
-$2.26M
|
-12,612
|
-85%
|
|
|
504
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$395K
|
+$393K
|
+2,192
|
New
|
|
|
505
|
Citizens Financial Group
Providence,
Rhode Island
|
$394K
|
+$75.9K
|
+423
|
+24%
|
|
|
506
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$377K
|
-$8.07K
|
-45
|
-2%
|
|
|
507
|
|
$377K
|
-$17.4K
|
-97
|
-4%
|
|
|
508
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$373K
|
-$11.7K
|
-65
|
-3%
|
|
|
509
|
Callan Family Office
Radnor,
Pennsylvania
|
$367K
|
+$365K
|
+2,036
|
New
|
|
|
510
|
|
$364K
|
+$63.7K
|
+355
|
+21%
|
|
|
511
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$360K
|
–
|
–
|
–
|
|
|
512
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$359K
|
-$2.15K
|
-12
|
-0.6%
|
|
|
513
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$356K
|
–
|
–
|
–
|
|
|
514
|
Siemens Fonds Invest
Munich,
Germany
|
$354K
|
+$63.5K
|
+354
|
+22%
|
|
|
515
|
Davenport & Co
Richmond,
Virginia
|
$353K
|
-$1.08K
|
-6
|
-0.3%
|
|
|
516
|
Institute for Wealth Management
Denver,
Colorado
|
$349K
|
-$12.7K
|
-71
|
-4%
|
|
|
517
|
Portside Wealth Group
Provo,
Utah
|
$346K
|
+$40K
|
+223
|
+13%
|
|
|
518
|
Iconiq Capital
San Francisco,
California
|
$344K
|
-$21.5M
|
-119,867
|
-98%
|
|
|
519
|
Advisory Services Network
Atlanta,
Georgia
|
$340K
|
-$802K
|
-4,468
|
-68%
|
|
|
520
|
V-Square Quantitative Management
Chicago,
Illinois
|
$340K
|
+$35.7K
|
+199
|
+12%
|
|
|
521
|
BankPlus Trust Department
Jackson,
Mississippi
|
$335K
|
–
|
–
|
–
|
|
|
522
|
Occidental Asset Management
Burlingame,
California
|
$333K
|
+$26.7K
|
+149
|
+9%
|
|
|
523
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$331K
|
-$14.5K
|
-81
|
-4%
|
|
|
524
|
Prelude Capital Management
New York
|
$331K
|
-$218K
|
-1,216
|
-40%
|
|
|
525
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$328K
|
+$5.56K
|
+31
|
+2%
|
|
