|
501
|
IEQ Capital
Foster City,
California
|
$413K
|
-$411K
|
-2,500
|
-45%
|
|
|
502
|
Cohen Klingenstein
New York
|
$412K
|
–
|
–
|
–
|
|
|
503
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$411K
|
-$22.9K
|
-139
|
-4%
|
|
|
504
|
Tranquility Partners
Brentwood,
Tennessee
|
$411K
|
+$4.77K
|
+29
|
+1%
|
|
|
505
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$407K
|
+$501K
|
+3,047
|
New
|
|
|
506
|
Jump Financial
Chicago,
Illinois
|
$406K
|
-$123K
|
-747
|
-20%
|
|
|
507
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$404K
|
+$42.3K
|
+257
|
+9%
|
|
|
508
|
Choate Investment Advisors
Boston,
Massachusetts
|
$399K
|
+$32.1K
|
+195
|
+7%
|
|
|
509
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$396K
|
-$118K
|
-718
|
-20%
|
|
|
510
|
Raymond James Trust
St. Petersburg,
Florida
|
$386K
|
+$53.1K
|
+323
|
+13%
|
|
|
511
|
Quantbot Technologies
New York
|
$379K
|
+$467K
|
+2,838
|
New
|
|
|
512
|
Sciencast Management
Princeton,
New Jersey
|
$378K
|
+$465K
|
+2,830
|
New
|
|
|
513
|
Copperwynd Financial
Scottsdale,
Arizona
|
$374K
|
+$57.7K
|
+351
|
+14%
|
|
|
514
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$371K
|
+$123K
|
+751
|
+37%
|
|
|
515
|
WrapManager Inc
Mill Valley,
California
|
$370K
|
-$34K
|
-207
|
-7%
|
|
|
516
|
Harbor Capital Advisors
Chicago,
Illinois
|
$370K
|
–
|
–
|
–
|
|
|
517
|
SkyOak Wealth
Southfield,
Michigan
|
$368K
|
-$11.3K
|
-69
|
-2%
|
|
|
518
|
SVB Wealth
Boston,
Massachusetts
|
$362K
|
-$189K
|
-1,147
|
-30%
|
|
|
519
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$357K
|
-$1.03M
|
-6,242
|
-70%
|
|
|
520
|
Three Seasons Wealth
Salt Lake City,
Utah
|
$355K
|
+$437K
|
+2,659
|
New
|
|
|
521
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$355K
|
+$4.44K
|
+27
|
+1%
|
|
|
522
|
Meiji Yasuda Asset Management
Tokyo,
Japan
|
$355K
|
+$32.1K
|
+195
|
+8%
|
|
|
523
|
Middleton & Co
Boston,
Massachusetts
|
$354K
|
–
|
–
|
–
|
|
|
524
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$352K
|
–
|
–
|
–
|
|
|
525
|
Advisors Asset Management
Monument,
Colorado
|
$352K
|
+$170K
|
+1,032
|
+64%
|
|
