|
501
|
Univest Financial
Souderton,
Pennsylvania
|
$560K
|
+$284K
|
+1,927
|
+84%
|
|
|
502
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$556K
|
+$354K
|
+2,400
|
+133%
|
|
|
503
|
Wealthspire Advisors (New York)
New York
|
$553K
|
+$616K
|
+4,176
|
New
|
|
|
504
|
|
$552K
|
+$614K
|
+4,164
|
New
|
|
|
505
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$546K
|
-$215K
|
-1,457
|
-26%
|
|
|
506
|
Welch & Forbes
Boston,
Massachusetts
|
$543K
|
–
|
–
|
–
|
|
|
507
|
Summit Securities Group
New York
|
$543K
|
+$605K
|
+4,100
|
New
|
|
|
508
|
Scharf Investments
Los Gatos,
California
|
$541K
|
-$162K
|
-1,101
|
-21%
|
|
|
509
|
Farmers Trust Company
Youngstown,
Ohio
|
$539K
|
-$198K
|
-1,342
|
-25%
|
|
|
510
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$538K
|
-$438K
|
-2,972
|
-42%
|
|
|
511
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$538K
|
-$29.5K
|
-200
|
-5%
|
|
|
512
|
Quantinno Capital Management
New York
|
$538K
|
+$45.3K
|
+307
|
+8%
|
|
|
513
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$535K
|
+$62.7K
|
+425
|
+12%
|
|
|
514
|
6 Meridian
Wichita,
Kansas
|
$534K
|
+$46.8K
|
+317
|
+9%
|
|
|
515
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$534K
|
+$50.3K
|
+341
|
+9%
|
|
|
516
|
Gifford Fong Associates
Lafayette,
California
|
$530K
|
–
|
–
|
–
|
|
|
517
|
Private Wealth Strategies
New Albany,
Ohio
|
$530K
|
–
|
–
|
–
|
|
|
518
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$525K
|
–
|
–
|
–
|
|
|
519
|
|
$523K
|
-$271K
|
-1,838
|
-32%
|
|
|
520
|
WBH Advisory
Baltimore,
Maryland
|
$521K
|
-$5.75K
|
-39
|
-1%
|
|
|
521
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$520K
|
-$59K
|
-400
|
-9%
|
|
|
522
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$518K
|
–
|
–
|
–
|
|
|
523
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$515K
|
–
|
–
|
–
|
|
|
524
|
Weatherly Asset Management
Del Mar,
California
|
$509K
|
-$40.6K
|
-275
|
-7%
|
|
|
525
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$507K
|
+$738
|
+5
|
+0.1%
|
|
