|
501
|
Parallel Advisors
San Francisco,
California
|
$830K
|
+$26.4K
|
+227
|
+3%
|
|
|
502
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$828K
|
–
|
–
|
–
|
|
|
503
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$818K
|
–
|
–
|
–
|
|
|
504
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$818K
|
+$394K
|
+3,393
|
+101%
|
|
|
505
|
Global Financial Private Capital
Sarasota,
Florida
|
$817K
|
-$66.3K
|
-571
|
-8%
|
|
|
506
|
Arete Wealth Advisors
Chicago,
Illinois
|
$814K
|
+$780K
|
+6,716
|
New
|
|
|
507
|
Tiemann Investment Advisors
Menlo Park,
California
|
$800K
|
+$290K
|
+2,500
|
+61%
|
|
|
508
|
Alesco Advisors
Pittsford,
New York
|
$793K
|
–
|
–
|
–
|
|
|
509
|
Winch Advisory Services
Appleton,
Wisconsin
|
$792K
|
-$13K
|
-112
|
-2%
|
|
|
510
|
Gradient Capital Advisors
San Diego,
California
|
$792K
|
+$17.9K
|
+154
|
+2%
|
|
|
511
|
Kelleher Financial Advisors
New York
|
$791K
|
+$8.71K
|
+75
|
+1%
|
|
|
512
|
Svenska Handelsbanken
Stockholm,
Sweden
|
$788K
|
-$813K
|
-7,000
|
-52%
|
|
|
513
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$786K
|
+$115K
|
+990
|
+18%
|
|
|
514
|
Modera Wealth Management
Westwood,
New Jersey
|
$786K
|
+$191K
|
+1,642
|
+34%
|
|
|
515
|
Carret Asset Management
New York
|
$785K
|
-$31.5K
|
-271
|
-4%
|
|
|
516
|
WealthSource Partners
San Luis Obispo,
California
|
$772K
|
-$475K
|
-4,089
|
-39%
|
|
|
517
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$772K
|
+$4.76K
|
+41
|
+0.6%
|
|
|
518
|
Aviance Capital Management
Sarasota,
Florida
|
$770K
|
-$104K
|
-897
|
-12%
|
|
|
519
|
Cannell & Spears
New York
|
$769K
|
–
|
–
|
–
|
|
|
520
|
Westfield Capital Management
Boston,
Massachusetts
|
$764K
|
–
|
–
|
–
|
|
|
521
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$762K
|
+$731K
|
+6,288
|
New
|
|
|
522
|
Weatherly Asset Management
Del Mar,
California
|
$761K
|
–
|
–
|
–
|
|
|
523
|
Mutual Advisors
Omaha,
Nebraska
|
$760K
|
+$301K
|
+2,591
|
+70%
|
|
|
524
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$749K
|
-$64K
|
-551
|
-8%
|
|
|
525
|
Pin Oak Investment Advisors
Houston,
Texas
|
$749K
|
+$23.5K
|
+202
|
+3%
|
|
