|
501
|
Neumann Capital Management
Foster City,
California
|
$1.52M
|
+$55.3K
|
+1,600
|
+4%
|
|
|
502
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$1.52M
|
+$79.9K
|
+2,310
|
+6%
|
|
|
503
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$1.5M
|
+$66.5K
|
+1,922
|
+5%
|
|
|
504
|
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
$1.5M
|
+$1.34M
|
+38,847
|
New
|
|
|
505
|
Curated Wealth Partners
El Segundo,
California
|
$1.49M
|
-$10.6K
|
-307
|
-0.8%
|
|
|
506
|
Auxier Asset Management
Aurora,
Oregon
|
$1.49M
|
–
|
–
|
–
|
|
|
507
|
Argent Trust Co
Nashville,
Tennessee
|
$1.47M
|
+$207K
|
+5,989
|
+19%
|
|
|
508
|
Welch & Forbes
Boston,
Massachusetts
|
$1.46M
|
+$132K
|
+3,804
|
+11%
|
|
|
509
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1.46M
|
-$24K
|
-695
|
-2%
|
|
|
510
|
Lido Advisors
Los Angeles,
California
|
$1.45M
|
-$66.5K
|
-1,923
|
-5%
|
|
|
511
|
Institute for Wealth Management
Denver,
Colorado
|
$1.44M
|
+$36.2K
|
+1,046
|
+3%
|
|
|
512
|
Perigon Wealth Management
San Francisco,
California
|
$1.43M
|
-$42.8K
|
-1,238
|
-3%
|
|
|
513
|
Hourglass Capital
Houston,
Texas
|
$1.42M
|
–
|
–
|
–
|
|
|
514
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$1.42M
|
+$110K
|
+3,170
|
+9%
|
|
|
515
|
Bulltick Wealth Management
Miami,
Florida
|
$1.41M
|
–
|
–
|
–
|
|
|
516
|
BI Asset Management Fondsmaeglerselskab
Kobenhavn,
Denmark
|
$1.4M
|
-$299K
|
-8,648
|
-19%
|
|
|
517
|
Shell Asset Management
The Hague,
Netherlands
|
$1.38M
|
-$198K
|
-5,724
|
-14%
|
|
|
518
|
Wedbush Securities
Los Angeles,
California
|
$1.37M
|
-$33.2K
|
-959
|
-3%
|
|
|
519
|
Quantinno Capital Management
New York
|
$1.36M
|
+$606K
|
+17,525
|
+98%
|
|
|
520
|
Easterly Investment Partners
Beverly,
Massachusetts
|
$1.36M
|
-$3.26M
|
-94,381
|
-73%
|
|
|
521
|
Profund Advisors
Bethesda,
Maryland
|
$1.35M
|
+$399K
|
+11,547
|
+49%
|
|
|
522
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.35M
|
-$1.73K
|
-50
|
-0.1%
|
|
|
523
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.35M
|
-$1.73K
|
-50
|
-0.1%
|
|
|
524
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.35M
|
-$65K
|
-1,880
|
-5%
|
|
|
525
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$1.35M
|
-$110K
|
-3,172
|
-8%
|
|
