|
501
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$665K
|
-$117K
|
-965
|
-13%
|
|
|
502
|
GAMMA Investing
Foster City,
California
|
$664K
|
-$38.8K
|
-321
|
-5%
|
|
|
503
|
Callan Family Office
Radnor,
Pennsylvania
|
$662K
|
+$122K
|
+1,013
|
+19%
|
|
|
504
|
Brown Advisory
Baltimore,
Maryland
|
$655K
|
+$966
|
+8
|
+0.1%
|
|
|
505
|
D.A. Davidson & Co
Great Falls,
Montana
|
$654K
|
+$199K
|
+1,646
|
+35%
|
|
|
506
|
Omnia Family Wealth
Aventura,
Florida
|
$653K
|
+$3.14K
|
+26
|
+0.4%
|
|
|
507
|
INTECH Investment Management
West Palm Beach,
Florida
|
$644K
|
-$913K
|
-7,557
|
-55%
|
|
|
508
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$632K
|
-$89.8K
|
-744
|
-11%
|
|
|
509
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$618K
|
+$726K
|
+6,014
|
New
|
|
|
510
|
Boston Family Office
Boston,
Massachusetts
|
$615K
|
+$259K
|
+2,145
|
+56%
|
|
|
511
|
Circle Wealth Management
Summit,
New Jersey
|
$614K
|
+$107K
|
+885
|
+17%
|
|
|
512
|
Principal Securities
Des Moines,
Iowa
|
$613K
|
-$13.5K
|
-112
|
-2%
|
|
|
513
|
Gryphon Financial Partners
Columbus,
Ohio
|
$606K
|
+$189K
|
+1,561
|
+36%
|
|
|
514
|
Independent Financial Group
San Diego,
California
|
$606K
|
+$712K
|
+5,893
|
New
|
|
|
515
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
|
$606K
|
–
|
–
|
–
|
|
|
516
|
Securian Asset Management
St Paul,
Minnesota
|
$603K
|
-$614K
|
-5,087
|
-46%
|
|
|
517
|
MUFG Securities Americas
New York
|
$597K
|
-$39.4K
|
-326
|
-5%
|
|
|
518
|
E. Ohman J:or Asset Management
Stockholm,
Sweden
|
$597K
|
+$701K
|
+5,806
|
New
|
|
|
519
|
Curi RMB Capital
Chicago,
Illinois
|
$595K
|
-$20.2K
|
-167
|
-3%
|
|
|
520
|
Canandaigua National Trust of Florida
Canandaigua,
New York
|
$595K
|
–
|
–
|
–
|
|
|
521
|
Krilogy Financial
St. Louis,
Missouri
|
$594K
|
+$648K
|
+5,369
|
New
|
|
|
522
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$588K
|
-$207K
|
-1,718
|
-23%
|
|
|
523
|
Mirabella Financial Services
London,
United Kingdom
|
$579K
|
+$680K
|
+5,631
|
New
|
|
|
524
|
Perigon Wealth Management
San Francisco,
California
|
$572K
|
+$98.3K
|
+814
|
+17%
|
|
|
525
|
Coldstream Capital Management
Bellevue,
Washington
|
$570K
|
-$195K
|
-1,618
|
-23%
|
|
