|
501
|
Laurel Oak Wealth Management
Marlton,
New Jersey
|
$314K
|
+$308K
|
+4,209
|
New
|
|
|
502
|
Steward Partners Investment Advisory
New York
|
$309K
|
-$88.6K
|
-1,212
|
-23%
|
|
|
503
|
Frank Rimerman Advisors
Palo Alto,
California
|
$309K
|
+$1.02K
|
+14
|
+0.3%
|
|
|
504
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$307K
|
+$31.9K
|
+437
|
+12%
|
|
|
505
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$307K
|
+$301K
|
+4,125
|
New
|
|
|
506
|
Pzena Investment Management
New York
|
$306K
|
+$300K
|
+4,109
|
New
|
|
|
507
|
SVB Wealth
Boston,
Massachusetts
|
$300K
|
-$160K
|
-2,193
|
-35%
|
|
|
508
|
&Partners
Nashville,
Tennessee
|
$286K
|
-$147K
|
-2,016
|
-34%
|
|
|
509
|
Washington Trust
Westerly,
Rhode Island
|
$277K
|
-$19.6K
|
-268
|
-7%
|
|
|
510
|
Jones Financial Companies
Des Peres,
Missouri
|
$272K
|
+$50.7K
|
+694
|
+23%
|
|
|
511
|
Horizon Investments
Charlotte,
North Carolina
|
$270K
|
-$522K
|
-7,140
|
-66%
|
|
|
512
|
Profund Advisors
Bethesda,
Maryland
|
$270K
|
+$264K
|
+3,619
|
New
|
|
|
513
|
Parallel Advisors
San Francisco,
California
|
$269K
|
+$48.4K
|
+662
|
+22%
|
|
|
514
|
CX Institutional
Auburn,
Indiana
|
$269K
|
+$12.5K
|
+171
|
+5%
|
|
|
515
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$263K
|
–
|
–
|
–
|
|
|
516
|
TCW Group
Los Angeles,
California
|
$263K
|
+$257K
|
+3,524
|
New
|
|
|
517
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$262K
|
-$585
|
-8
|
-0.2%
|
|
|
518
|
GAMCO Investors
Greenwich,
Connecticut
|
$261K
|
+$256K
|
+3,500
|
New
|
|
|
519
|
Perennial Investment Advisors
Los Angeles,
California
|
$259K
|
-$30K
|
-411
|
-11%
|
|
|
520
|
Wilkerson Advisory Group
Columbia,
Missouri
|
$258K
|
+$253K
|
+3,466
|
New
|
|
|
521
|
Evercore Wealth Management
New York
|
$258K
|
–
|
–
|
–
|
|
|
522
|
Patten & Patten
Chattanooga,
Tennessee
|
$258K
|
-$45.7K
|
-625
|
-15%
|
|
|
523
|
Cannell & Spears
New York
|
$257K
|
–
|
–
|
–
|
|
|
524
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$251K
|
–
|
–
|
–
|
|
|
525
|
Park Avenue Securities
New York
|
$247K
|
-$205K
|
-2,806
|
-46%
|
|
