|
501
|
West Oak Capital
Westlake Village,
California
|
$619K
|
+$113K
|
+442
|
+15%
|
|
|
502
|
Perigon Wealth Management
San Francisco,
California
|
$616K
|
-$49.5K
|
-194
|
-5%
|
|
|
503
|
WCM Investment Management
Laguna Beach,
California
|
$615K
|
–
|
–
|
–
|
|
|
504
|
Williams Jones Wealth Management
New York
|
$615K
|
+$34.5K
|
+135
|
+4%
|
|
|
505
|
|
$611K
|
-$1.44M
|
-5,635
|
-62%
|
|
|
506
|
Bell Bank
Fargo,
North Dakota
|
$610K
|
+$51.6K
|
+202
|
+6%
|
|
|
507
|
|
$608K
|
–
|
–
|
–
|
|
|
508
|
Bourne Lent Asset Management
Pawling,
New York
|
$590K
|
–
|
–
|
–
|
|
|
509
|
Advisor Partners
Walnut Creek,
California
|
$586K
|
+$48K
|
+188
|
+6%
|
|
|
510
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$583K
|
-$368K
|
-1,441
|
-31%
|
|
|
511
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$577K
|
-$14.6K
|
-57
|
-2%
|
|
|
512
|
Dowling & Yahnke
San Diego,
California
|
$575K
|
-$183K
|
-716
|
-18%
|
|
|
513
|
Snowden Capital Advisors
New York
|
$574K
|
+$378K
|
+1,481
|
+86%
|
|
|
514
|
Mercer Global Advisors
Denver,
Colorado
|
$564K
|
-$110K
|
-432
|
-12%
|
|
|
515
|
Empirical Finance
Havertown,
Pennsylvania
|
$560K
|
+$49.3K
|
+193
|
+7%
|
|
|
516
|
Knowledge Leaders Capital
Denver,
Colorado
|
$558K
|
+$428K
|
+1,675
|
+117%
|
|
|
517
|
|
$556K
|
-$838K
|
-3,283
|
-51%
|
|
|
518
|
Freedom Investment Management
Hartford,
Connecticut
|
$555K
|
-$36.8K
|
-144
|
-4%
|
|
|
519
|
PKO Investment Management Joint-Stock
Warsaw,
Poland
|
$553K
|
-$73.5K
|
-288
|
-9%
|
|
|
520
|
Cohen Klingenstein
New York
|
$553K
|
–
|
–
|
–
|
|
|
521
|
Park Circle Company
Baltimore,
Maryland
|
$553K
|
–
|
–
|
–
|
|
|
522
|
RFG Advisory
Birmingham,
Alabama
|
$541K
|
–
|
–
|
–
|
|
|
523
|
|
$541K
|
+$268K
|
+1,048
|
+53%
|
|
|
524
|
Wealthfront Advisers
Palo Alto,
California
|
$536K
|
-$699K
|
-2,736
|
-48%
|
|
|
525
|
Howland Capital Management
Boston,
Massachusetts
|
$536K
|
+$62.8K
|
+246
|
+9%
|
|
