|
501
|
First Foundation Advisors
Irvine,
California
|
$628K
|
+$162K
|
+1,394
|
+32%
|
|
|
502
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$623K
|
–
|
–
|
–
|
|
|
503
|
Washington Trust
Westerly,
Rhode Island
|
$619K
|
-$19.2K
|
-165
|
-3%
|
|
|
504
|
Lehman Financial Resources
Media,
Pennsylvania
|
$618K
|
-$87.6K
|
-755
|
-12%
|
|
|
505
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$617K
|
-$1.2M
|
-10,295
|
-65%
|
|
|
506
|
Freedom Investment Management
Hartford,
Connecticut
|
$615K
|
-$267K
|
-2,301
|
-29%
|
|
|
507
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
$615K
|
–
|
–
|
–
|
|
|
508
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$607K
|
-$42.7K
|
-368
|
-6%
|
|
|
509
|
Aspiriant LLC
Los Angeles,
California
|
$603K
|
+$99.5K
|
+857
|
+18%
|
|
|
510
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$602K
|
-$130K
|
-1,120
|
-17%
|
|
|
511
|
Arcus Capital Partners
Atlanta,
Georgia
|
$601K
|
–
|
–
|
–
|
|
|
512
|
Holt Capital Partners
Fort Worth,
Texas
|
$600K
|
-$17.4K
|
-150
|
-3%
|
|
|
513
|
Robertson Stephens Advisors
San Francisco,
California
|
$598K
|
+$634K
|
+5,460
|
New
|
|
|
514
|
M&R Capital Management
Summit,
New Jersey
|
$597K
|
-$17.4K
|
-150
|
-3%
|
|
|
515
|
Capstone Asset Management
Houston,
Texas
|
$593K
|
-$104K
|
-896
|
-14%
|
|
|
516
|
Venturi Wealth Management
Austin,
Texas
|
$592K
|
+$627K
|
+5,398
|
New
|
|
|
517
|
Chevy Chase Trust
Bethesda,
Maryland
|
$589K
|
–
|
–
|
–
|
|
|
518
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$581K
|
–
|
–
|
–
|
|
|
519
|
|
$581K
|
+$615K
|
+5,300
|
New
|
|
|
520
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$578K
|
+$15K
|
+129
|
+3%
|
|
|
521
|
Salient Capital Advisors
Houston,
Texas
|
$573K
|
+$134K
|
+1,158
|
+28%
|
|
|
522
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$571K
|
-$12.2K
|
-105
|
-2%
|
|
|
523
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$571K
|
+$82.6K
|
+712
|
+16%
|
|
|
524
|
Falcon Point Capital
San Francisco,
California
|
$570K
|
–
|
–
|
–
|
|
|
525
|
Equitec Proprietary Markets
Chicago,
Illinois
|
$570K
|
+$604K
|
+5,200
|
New
|
|
