|
401
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$544K
|
–
|
–
|
–
|
|
|
402
|
Modera Wealth Management
Westwood,
New Jersey
|
$537K
|
-$36.8K
|
-296
|
-6%
|
|
|
403
|
Twin Tree Management
Dallas,
Texas
|
$535K
|
+$546K
|
+4,394
|
+2,428%
|
|
|
404
|
IEQ Capital
Foster City,
California
|
$533K
|
-$1.93M
|
-15,532
|
-77%
|
|
|
405
|
Coastwise Capital Group
La Jolla,
California
|
$531K
|
–
|
–
|
–
|
|
|
406
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$529K
|
-$18.6K
|
-150
|
-3%
|
|
|
407
|
C2C Wealth Management
Scottsdale,
Arizona
|
$521K
|
–
|
–
|
–
|
|
|
408
|
Parallel Advisors
San Francisco,
California
|
$511K
|
+$27.1K
|
+218
|
+5%
|
|
|
409
|
Certuity
North Palm Beach,
Florida
|
$511K
|
+$543K
|
+4,369
|
New
|
|
|
410
|
Vontobel Holding
Zurich,
Switzerland
|
$501K
|
-$179K
|
-1,441
|
-25%
|
|
|
411
|
Essex LLC
Deer Park,
Illinois
|
$496K
|
-$500K
|
-4,030
|
-49%
|
|
|
412
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$496K
|
-$33.8K
|
-272
|
-6%
|
|
|
413
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$493K
|
-$16.3K
|
-131
|
-3%
|
|
|
414
|
Maxele Advisors
Webster Groves,
Missouri
|
$492K
|
-$6.21K
|
-50
|
-1%
|
|
|
415
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
$492K
|
-$4.35K
|
-35
|
-0.8%
|
|
|
416
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$492K
|
+$1.24K
|
+10
|
+0.2%
|
|
|
417
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$491K
|
+$522K
|
+4,204
|
New
|
|
|
418
|
Spire Wealth Management
Mclean,
Virginia
|
$488K
|
-$81.6K
|
-657
|
-14%
|
|
|
419
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$487K
|
+$19.9K
|
+160
|
+4%
|
|
|
420
|
Caprock Group
Boise,
Idaho
|
$486K
|
-$70.3K
|
-566
|
-12%
|
|
|
421
|
Western Wealth Management
Golden,
Colorado
|
$483K
|
+$1.99K
|
+16
|
+0.4%
|
|
|
422
|
SFE Investment Counsel
Los Angeles,
California
|
$479K
|
+$27.2K
|
+219
|
+6%
|
|
|
423
|
Strategic Advisors
New York
|
$478K
|
-$2.73K
|
-22
|
-0.5%
|
|
|
424
|
Edgestream Partners
Princeton,
New Jersey
|
$476K
|
+$506K
|
+4,071
|
New
|
|
|
425
|
Liberty Wealth Management
Oakland,
California
|
$473K
|
–
|
–
|
–
|
|
