|
501
|
Kaizen Financial Strategies
Campbell,
California
|
$674K
|
+$662K
|
+13,100
|
New
|
|
|
502
|
World Asset Management
Detroit,
Michigan
|
$672K
|
-$55.2K
|
-1,092
|
-8%
|
|
|
503
|
BigSur Wealth Management
Miami,
Florida
|
$669K
|
+$657K
|
+13,000
|
New
|
|
|
504
|
Total Investment Management
Scottsdale,
Arizona
|
$667K
|
+$99.1K
|
+1,963
|
+18%
|
|
|
505
|
American Portfolios Advisors
Holbrook,
New York
|
$660K
|
-$19.6K
|
-388
|
-3%
|
|
|
506
|
Lion Street Advisors
Austin,
Texas
|
$653K
|
+$644K
|
+12,750
|
New
|
|
|
507
|
Vident Investment Advisory
Alpharetta,
Georgia
|
$642K
|
+$276K
|
+5,455
|
+78%
|
|
|
508
|
Allworth Financial
Folsom,
California
|
$641K
|
+$314K
|
+6,218
|
+99%
|
|
|
509
|
Beaumont Asset Management
Beaumont,
Texas
|
$639K
|
+$628K
|
+12,426
|
New
|
|
|
510
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$631K
|
-$73.6K
|
-1,457
|
-11%
|
|
|
511
|
Weatherly Asset Management
Del Mar,
California
|
$630K
|
+$347K
|
+6,868
|
+128%
|
|
|
512
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$628K
|
-$36.6K
|
-725
|
-6%
|
|
|
513
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$624K
|
-$162K
|
-3,198
|
-21%
|
|
|
514
|
Verition Fund Management
Greenwich,
Connecticut
|
$620K
|
-$394K
|
-7,810
|
-39%
|
|
|
515
|
IFP Advisors
Tampa,
Florida
|
$619K
|
-$27.9K
|
-552
|
-4%
|
|
|
516
|
Steward Partners Investment Advisory
New York
|
$616K
|
+$15.7K
|
+310
|
+3%
|
|
|
517
|
Cresset Asset Management
Chicago,
Illinois
|
$610K
|
+$37.1K
|
+734
|
+7%
|
|
|
518
|
FAS Wealth Partners
Leawood,
Kansas
|
$603K
|
+$315K
|
+6,234
|
+114%
|
|
|
519
|
Raymond James Trust
St. Petersburg,
Florida
|
$602K
|
-$29.3K
|
-581
|
-5%
|
|
|
520
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$600K
|
-$2.37K
|
-47
|
-0.4%
|
|
|
521
|
LifeSteps Financial
Claremont,
California
|
$598K
|
+$17.2K
|
+340
|
+3%
|
|
|
522
|
|
$594K
|
-$48M
|
-949,492
|
-99%
|
|
|
523
|
Profund Advisors
Bethesda,
Maryland
|
$593K
|
-$107K
|
-2,109
|
-15%
|
|
|
524
|
Roundview Capital
Princeton,
New Jersey
|
$591K
|
-$669K
|
-13,251
|
-54%
|
|
|
525
|
WealthOne
Albany,
New York
|
$588K
|
+$4.6K
|
+91
|
+0.8%
|
|
