|
501
|
WP Advisors
San Francisco,
California
|
$340K
|
+$362K
|
+1,206
|
New
|
|
|
502
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$338K
|
-$2.1K
|
-7
|
-0.6%
|
|
|
503
|
One Wealth Advisors
San Francisco,
California
|
$337K
|
+$3.6K
|
+12
|
+1%
|
|
|
504
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$336K
|
-$6.9K
|
-23
|
-2%
|
|
|
505
|
SFG Wealth Management
Towson,
Maryland
|
$336K
|
–
|
–
|
–
|
|
|
506
|
Old National Bancorp
Evansville,
Indiana
|
$332K
|
-$18.9K
|
-63
|
-5%
|
|
|
507
|
Lido Advisors
Los Angeles,
California
|
$325K
|
-$436K
|
-1,454
|
-56%
|
|
|
508
|
Caprock Group
Boise,
Idaho
|
$325K
|
-$553K
|
-1,841
|
-61%
|
|
|
509
|
Panagora Asset Management
Boston,
Massachusetts
|
$324K
|
–
|
–
|
–
|
|
|
510
|
Brighton Jones LLC
Seattle,
Washington
|
$321K
|
+$12.9K
|
+43
|
+4%
|
|
|
511
|
AlphaCore Capital
La Jolla,
California
|
$321K
|
+$342K
|
+1,140
|
New
|
|
|
512
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$320K
|
-$20.1K
|
-67
|
-6%
|
|
|
513
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$317K
|
-$3K
|
-10
|
-0.9%
|
|
|
514
|
Bank of Marin
Novato,
California
|
$317K
|
+$337K
|
+1,124
|
New
|
|
|
515
|
Oxford Asset Management
Oxford,
United Kingdom
|
$316K
|
+$336K
|
+1,121
|
New
|
|
|
516
|
Siemens Fonds Invest
Munich,
Germany
|
$315K
|
–
|
–
|
–
|
|
|
517
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$313K
|
+$48.6K
|
+162
|
+17%
|
|
|
518
|
Veratis Advisors
Cary,
North Carolina
|
$310K
|
+$330K
|
+1,100
|
New
|
|
|
519
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$307K
|
-$300
|
-1
|
-0.1%
|
|
|
520
|
Perigon Wealth Management
San Francisco,
California
|
$303K
|
-$2.1K
|
-7
|
-0.6%
|
|
|
521
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$297K
|
-$670K
|
-2,231
|
-68%
|
|
|
522
|
Engineers Gate Manager
New York
|
$295K
|
+$314K
|
+1,047
|
New
|
|
|
523
|
Vision Retirement
Ridgewood,
New Jersey
|
$294K
|
–
|
–
|
–
|
|
|
524
|
Philip James Wealth Mangement
Milton,
Georgia
|
$293K
|
-$120K
|
-401
|
-28%
|
|
|
525
|
International Assets Investment Management
Orlando,
Florida
|
$289K
|
-$15.3K
|
-51
|
-5%
|
|
