|
501
|
Morton Capital Management
Calabasas,
California
|
$963K
|
–
|
–
|
–
|
|
|
502
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$961K
|
+$5.26K
|
+24
|
+0.5%
|
|
|
503
|
Conning Inc
Hartford,
Connecticut
|
$960K
|
–
|
–
|
–
|
|
|
504
|
SEI Investments
Oaks,
Pennsylvania
|
$951K
|
+$144K
|
+657
|
+16%
|
|
|
505
|
Prospera Financial Services
Dallas,
Texas
|
$946K
|
+$180K
|
+821
|
+21%
|
|
|
506
|
Perigon Wealth Management
San Francisco,
California
|
$940K
|
-$4.61K
|
-21
|
-0.4%
|
|
|
507
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$939K
|
-$219
|
-1
|
-0%
|
|
|
508
|
Two Sigma Advisers
New York
|
$927K
|
-$110K
|
-500
|
-10%
|
|
|
509
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$927K
|
–
|
–
|
–
|
|
|
510
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$923K
|
–
|
–
|
–
|
|
|
511
|
One Advisory Partners
Overland Park,
Kansas
|
$922K
|
-$14.7K
|
-67
|
-1%
|
|
|
512
|
Abacus Planning Group
Columbia,
South Carolina
|
$916K
|
-$191K
|
-873
|
-16%
|
|
|
513
|
Avity Investment Management
Greenwich,
Connecticut
|
$916K
|
–
|
–
|
–
|
|
|
514
|
Savant Capital
Rockford,
Illinois
|
$915K
|
+$3.51K
|
+16
|
+0.3%
|
|
|
515
|
Grandfield & Dodd
New York
|
$900K
|
–
|
–
|
–
|
|
|
516
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$896K
|
–
|
–
|
–
|
|
|
517
|
Meridian Wealth Management
Lexington,
Kentucky
|
$894K
|
+$993K
|
+4,529
|
New
|
|
|
518
|
Park Avenue Securities
New York
|
$893K
|
+$653K
|
+2,979
|
+193%
|
|
|
519
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$892K
|
+$13.2K
|
+60
|
+1%
|
|
|
520
|
Cypress Wealth Services
Palm Desert,
California
|
$887K
|
+$492K
|
+2,243
|
+103%
|
|
|
521
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$877K
|
–
|
–
|
–
|
|
|
522
|
McCarthy Asset Management
Redwood Shores,
California
|
$877K
|
+$111K
|
+507
|
+13%
|
|
|
523
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$872K
|
-$131K
|
-598
|
-12%
|
|
|
524
|
Joel Isaacson & Co
New York
|
$870K
|
-$216K
|
-987
|
-18%
|
|
|
525
|
One Wealth Advisors
San Francisco,
California
|
$869K
|
+$173K
|
+788
|
+22%
|
|
