|
501
|
Congress Park Capital
Saratoga Springs,
New York
|
$685K
|
-$224K
|
-1,525
|
-26%
|
|
|
502
|
Williams Jones Wealth Management
New York
|
$668K
|
+$26.8K
|
+182
|
+5%
|
|
|
503
|
Neville Rodie & Shaw
New York
|
$667K
|
–
|
–
|
–
|
|
|
504
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$658K
|
–
|
–
|
–
|
|
|
505
|
Sequoia Financial Advisors
Akron,
Ohio
|
$657K
|
+$19K
|
+129
|
+3%
|
|
|
506
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$657K
|
+$14.7K
|
+100
|
+2%
|
|
|
507
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$640K
|
+$236K
|
+1,604
|
+67%
|
|
|
508
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$640K
|
+$236K
|
+1,604
|
+67%
|
|
|
509
|
Savant Capital
Rockford,
Illinois
|
$637K
|
-$14.6K
|
-99
|
-2%
|
|
|
510
|
Horizon Investments
Charlotte,
North Carolina
|
$635K
|
+$29.1K
|
+198
|
+5%
|
|
|
511
|
Cantor Fitzgerald
New York
|
$630K
|
+$41K
|
+279
|
+8%
|
|
|
512
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$624K
|
+$220K
|
+1,493
|
+62%
|
|
|
513
|
Sapient Capital
Indianapolis,
Indiana
|
$618K
|
+$294
|
+2
|
+0.1%
|
|
|
514
|
Fidelity International
Hamilton,
Bermuda
|
$616K
|
+$512K
|
+3,483
|
+939%
|
|
|
515
|
Chicago Trust
Grayslake,
Illinois
|
$614K
|
-$98.8K
|
-672
|
-15%
|
|
|
516
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$611K
|
+$146K
|
+995
|
+35%
|
|
|
517
|
Regions Financial Corp
Birmingham,
Alabama
|
$610K
|
+$23.2K
|
+158
|
+4%
|
|
|
518
|
Willis Johnson & Associates
Houston,
Texas
|
$598K
|
-$130K
|
-884
|
-19%
|
|
|
519
|
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
|
$598K
|
+$551K
|
+3,745
|
New
|
|
|
520
|
Pinnacle Associates
New York
|
$591K
|
-$281K
|
-1,909
|
-34%
|
|
|
521
|
BOK Financial Private Wealth
Denver,
Colorado
|
$587K
|
-$40.6K
|
-276
|
-7%
|
|
|
522
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$586K
|
+$218K
|
+1,480
|
+68%
|
|
|
523
|
SVB Wealth
Boston,
Massachusetts
|
$582K
|
+$165K
|
+1,125
|
+45%
|
|
|
524
|
Y-Intercept (HK)
Hong Kong
|
$580K
|
+$534K
|
+3,634
|
New
|
|
|
525
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$578K
|
+$86.7K
|
+590
|
+15%
|
|
