|
501
|
Pathstone Family Office
Englewood,
New Jersey
|
$388K
|
-$1.1K
|
-21
|
-0.3%
|
|
|
502
|
Diligent Investors
Redlands,
California
|
$386K
|
–
|
–
|
–
|
|
|
503
|
Old National Bancorp
Evansville,
Indiana
|
$385K
|
+$786
|
+15
|
+0.2%
|
|
|
504
|
Cigna Investments
Bloomfield,
Connecticut
|
$382K
|
+$38.8K
|
+741
|
+12%
|
|
|
505
|
Jessup Wealth Management
Dayton,
Ohio
|
$380K
|
-$233K
|
-4,440
|
-40%
|
|
|
506
|
|
$379K
|
+$355K
|
+6,771
|
New
|
|
|
507
|
Wolverine Trading
Chicago,
Illinois
|
$378K
|
+$354K
|
+6,754
|
New
|
|
|
508
|
Golden State Equity Partners
South Coast Metro,
California
|
$377K
|
+$139K
|
+2,656
|
+65%
|
|
|
509
|
Caption Management
Oklahoma City,
Oklahoma
|
$370K
|
-$1.27M
|
-24,246
|
-79%
|
|
|
510
|
Welch & Forbes
Boston,
Massachusetts
|
$367K
|
–
|
–
|
–
|
|
|
511
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$365K
|
+$37.4K
|
+714
|
+12%
|
|
|
512
|
Principle Wealth Partners
Madison,
Connecticut
|
$364K
|
–
|
–
|
–
|
|
|
513
|
Veritable
Wilmington,
Delaware
|
$362K
|
-$4.19K
|
-80
|
-1%
|
|
|
514
|
Procyon Advisors
Shelton,
Connecticut
|
$358K
|
+$335K
|
+6,386
|
New
|
|
|
515
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$352K
|
+$46.8K
|
+894
|
+17%
|
|
|
516
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$349K
|
+$56.8K
|
+1,085
|
+21%
|
|
|
517
|
Samalin Investment Counsel
Chappaqua,
New York
|
$345K
|
+$786
|
+15
|
+0.2%
|
|
|
518
|
Siemens Fonds Invest
Munich,
Germany
|
$344K
|
–
|
–
|
–
|
|
|
519
|
CM Wealth Advisors
Beachwood,
Ohio
|
$337K
|
-$1.43M
|
-27,207
|
-83%
|
|
|
520
|
Family Management
New York
|
$336K
|
-$5.82K
|
-111
|
-2%
|
|
|
521
|
Lazard Asset Management
New York
|
$336K
|
–
|
–
|
–
|
|
|
522
|
Northeast Investment Management
Boston,
Massachusetts
|
$336K
|
–
|
–
|
–
|
|
|
523
|
Institute for Wealth Management
Denver,
Colorado
|
$334K
|
–
|
–
|
–
|
|
|
524
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$334K
|
-$52
|
-1
|
-0%
|
|
|
525
|
Transcend Capital Advisors
Madison,
New Jersey
|
$334K
|
-$786
|
-15
|
-0.3%
|
|
