|
476
|
Retirement Capital Strategies
San Jose,
California
|
$856K
|
–
|
–
|
–
|
|
|
477
|
WealthPLAN Partners
Omaha,
Nebraska
|
$851K
|
+$165K
|
+5,972
|
+31%
|
|
|
478
|
Whittier Trust
South Pasadena,
California
|
$838K
|
-$86.9K
|
-3,149
|
-11%
|
|
|
479
|
Cohen Klingenstein
New York
|
$832K
|
–
|
–
|
–
|
|
|
480
|
Seven Eight Capital
New York
|
$832K
|
–
|
–
|
–
|
|
|
481
|
OPSEU Pension Plan Trust Fund
Toronto,
Ontario, Canada
|
$827K
|
+$20.8K
|
+754
|
+3%
|
|
|
482
|
Grassi Investment Management
Santa Clara,
California
|
$813K
|
–
|
–
|
–
|
|
|
483
|
Wealthfront Advisers
Palo Alto,
California
|
$805K
|
+$62.3K
|
+2,259
|
+10%
|
|
|
484
|
Donoghue Forlines
Boston,
Massachusetts
|
$801K
|
-$1.5M
|
-54,272
|
-68%
|
|
|
485
|
RBC Europe
London,
United Kingdom
|
$799K
|
-$31.4K
|
-1,137
|
-4%
|
|
|
486
|
Echo Street Capital Management
New York
|
$798K
|
+$694K
|
+25,136
|
New
|
|
|
487
|
Personal CFO Solutions
Chester,
New Jersey
|
$791K
|
-$39.7K
|
-1,439
|
-5%
|
|
|
488
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$789K
|
–
|
–
|
–
|
|
|
489
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$787K
|
–
|
–
|
–
|
|
|
490
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$783K
|
-$21.2K
|
-769
|
-3%
|
|
|
491
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$774K
|
-$410K
|
-14,850
|
-38%
|
|
|
492
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$774K
|
-$18.4K
|
-668
|
-3%
|
|
|
493
|
Avidian Wealth Enterprises
Houston,
Texas
|
$772K
|
+$36.8K
|
+1,333
|
+6%
|
|
|
494
|
|
$770K
|
+$670K
|
+24,264
|
New
|
|
|
495
|
Neville Rodie & Shaw
New York
|
$770K
|
-$39.2K
|
-1,421
|
-6%
|
|
|
496
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$770K
|
-$35.7K
|
-1,295
|
-5%
|
|
|
497
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$770K
|
+$669K
|
+24,256
|
New
|
|
|
498
|
Parsec Financial Management
Asheville,
North Carolina
|
$762K
|
-$6.71K
|
-243
|
-1%
|
|
|
499
|
Oppenheimer & Co
New York
|
$758K
|
+$17.4K
|
+632
|
+3%
|
|
|
500
|
Montecito Bank & Trust
Santa Barbara,
California
|
$753K
|
-$112K
|
-4,069
|
-15%
|
|
