|
501
|
Focus Financial Network
Minneapolis,
Minnesota
|
$242K
|
+$241K
|
+2,018
|
New
|
|
|
502
|
Diversified Trust
Memphis,
Tennessee
|
$241K
|
-$19.4K
|
-162
|
-7%
|
|
|
503
|
Regent Investment Management
Louisville,
Kentucky
|
$241K
|
–
|
–
|
–
|
|
|
504
|
Intellectus Partners
San Francisco,
California
|
$241K
|
+$240K
|
+2,007
|
New
|
|
|
505
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$240K
|
–
|
–
|
–
|
|
|
506
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$238K
|
-$86.1K
|
-721
|
-27%
|
|
|
507
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$238K
|
+$956
|
+8
|
+0.4%
|
|
|
508
|
|
$237K
|
-$2.73M
|
-22,862
|
-92%
|
|
|
509
|
Level Four Advisory Services
Dallas,
Texas
|
$237K
|
-$14.9K
|
-125
|
-6%
|
|
|
510
|
Versant Capital Management
Phoenix,
Arizona
|
$236K
|
-$36.6K
|
-306
|
-13%
|
|
|
511
|
Montecito Bank & Trust
Santa Barbara,
California
|
$236K
|
–
|
–
|
–
|
|
|
512
|
WealthTrust Fairport
Cleveland,
Ohio
|
$236K
|
–
|
–
|
–
|
|
|
513
|
Newport Wealth Strategies
Irvine,
California
|
$235K
|
+$10.2K
|
+85
|
+5%
|
|
|
514
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$234K
|
-$13.4K
|
-112
|
-5%
|
|
|
515
|
BOK Financial Private Wealth
Denver,
Colorado
|
$232K
|
–
|
–
|
–
|
|
|
516
|
Welch & Forbes
Boston,
Massachusetts
|
$231K
|
–
|
–
|
–
|
|
|
517
|
Freestone Capital Holdings
Seattle,
Washington
|
$229K
|
–
|
–
|
–
|
|
|
518
|
Cambiar Investors
Denver,
Colorado
|
$225K
|
-$3.96M
|
-33,181
|
-95%
|
|
|
519
|
Squar Milner Financial Services
Irvine,
California
|
$222K
|
–
|
–
|
–
|
|
|
520
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$222K
|
+$4.78K
|
+40
|
+2%
|
|
|
521
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$222K
|
+$221K
|
+1,851
|
New
|
|
|
522
|
Starr International Company
Zug,
Switzerland
|
$222K
|
+$221K
|
+1,853
|
New
|
|
|
523
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$221K
|
+$220K
|
+1,843
|
New
|
|
|
524
|
Systematic Financial Management
Teaneck,
New Jersey
|
$219K
|
-$6.57M
|
-54,984
|
-97%
|
|
|
525
|
Rex Capital Advisors
Providence,
Rhode Island
|
$218K
|
-$71.7K
|
-600
|
-25%
|
|
