|
401
|
Private Trust Company
Cleveland,
Ohio
|
$517K
|
-$308K
|
-2,594
|
-37%
|
|
|
402
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$512K
|
-$73K
|
-615
|
-12%
|
|
|
403
|
Transcend Capital Advisors
Madison,
New Jersey
|
$507K
|
-$726K
|
-6,114
|
-59%
|
|
|
404
|
Evergreen Capital Management
Bellevue,
Washington
|
$506K
|
+$28K
|
+236
|
+6%
|
|
|
405
|
Maxele Advisors
Webster Groves,
Missouri
|
$501K
|
-$29.1K
|
-245
|
-5%
|
|
|
406
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
$499K
|
+$4.16K
|
+35
|
+0.8%
|
|
|
407
|
Wealthfront Advisers
Palo Alto,
California
|
$495K
|
+$19.2K
|
+162
|
+4%
|
|
|
408
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$494K
|
–
|
–
|
–
|
|
|
409
|
Parallel Advisors
San Francisco,
California
|
$488K
|
+$22.6K
|
+190
|
+5%
|
|
|
410
|
Sanford Advisory Services
Portage,
Michigan
|
$487K
|
+$52.8K
|
+445
|
+12%
|
|
|
411
|
Western Wealth Management
Golden,
Colorado
|
$486K
|
-$53.7K
|
-452
|
-10%
|
|
|
412
|
Optimum Investment Advisors
Chicago,
Illinois
|
$486K
|
+$15.1K
|
+127
|
+3%
|
|
|
413
|
Strategic Advisors
New York
|
$484K
|
+$44.5K
|
+375
|
+10%
|
|
|
414
|
TruWealth Advisors
Metairie,
Louisiana
|
$483K
|
-$24K
|
-202
|
-5%
|
|
|
415
|
Penbrook Management
New York
|
$483K
|
-$7.12K
|
-60
|
-1%
|
|
|
416
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$477K
|
+$34.8K
|
+293
|
+8%
|
|
|
417
|
ClearBridge Investments
New York
|
$476K
|
–
|
–
|
–
|
|
|
418
|
Liberty Wealth Management
Oakland,
California
|
$476K
|
+$17.2K
|
+145
|
+4%
|
|
|
419
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$473K
|
+$7.72K
|
+65
|
+2%
|
|
|
420
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$471K
|
+$201K
|
+1,690
|
+73%
|
|
|
421
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$470K
|
-$21.4K
|
-180
|
-4%
|
|
|
422
|
|
$465K
|
-$17.8K
|
-150
|
-4%
|
|
|
423
|
Arete Wealth Advisors
Chicago,
Illinois
|
$464K
|
+$459K
|
+3,866
|
New
|
|
|
424
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$463K
|
+$273K
|
+2,300
|
+141%
|
|
|
425
|
Lyell Wealth Management
Menlo Park,
California
|
$461K
|
+$212K
|
+1,782
|
+83%
|
|
