|
526
|
Wealthspire Advisors (New York)
New York
|
$568K
|
–
|
–
|
–
|
|
|
527
|
Financial Advocates Investment Management
Olympia,
Washington
|
$567K
|
-$999K
|
-2,969
|
-64%
|
|
|
528
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$564K
|
–
|
–
|
–
|
|
|
529
|
Legacy Private Trust
Neenah,
Wisconsin
|
$563K
|
–
|
–
|
–
|
|
|
530
|
Bay Colony Advisors
Concord,
Massachusetts
|
$561K
|
–
|
–
|
–
|
|
|
531
|
Seelaus Asset Management
Chatham,
New Jersey
|
$561K
|
–
|
–
|
–
|
|
|
532
|
|
$559K
|
–
|
–
|
–
|
|
|
533
|
Level Four Advisory Services
Dallas,
Texas
|
$557K
|
-$471K
|
-1,399
|
-46%
|
|
|
534
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$548K
|
-$308K
|
-916
|
-37%
|
|
|
535
|
Wintrust Investments
Chicago,
Illinois
|
$547K
|
-$11.4K
|
-34
|
-2%
|
|
|
536
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$546K
|
-$91.8K
|
-273
|
-15%
|
|
|
537
|
Glassman Wealth Services
Vienna,
Virginia
|
$546K
|
–
|
–
|
–
|
|
|
538
|
D.A. Davidson & Co
Great Falls,
Montana
|
$536K
|
+$47.4K
|
+141
|
+10%
|
|
|
539
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$533K
|
+$513K
|
+1,524
|
+7,620%
|
|
|
540
|
Long Road Investment Counsel
Kalamazoo,
Michigan
|
$530K
|
+$101K
|
+300
|
+24%
|
|
|
541
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$528K
|
+$436K
|
+1,296
|
+559%
|
|
|
542
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$527K
|
–
|
–
|
–
|
|
|
543
|
Bank of Hawaii
Honolulu,
Hawaii
|
$524K
|
-$5.05K
|
-15
|
-1%
|
|
|
544
|
American Portfolios Advisors
Holbrook,
New York
|
$523K
|
+$174K
|
+517
|
+52%
|
|
|
545
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$520K
|
+$44.4K
|
+132
|
+10%
|
|
|
546
|
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
$518K
|
–
|
–
|
–
|
|
|
547
|
James Investment Research
Alpha,
Ohio
|
$518K
|
–
|
–
|
–
|
|
|
548
|
Osborne Partners Capital Management
San Francisco,
California
|
$509K
|
+$42K
|
+125
|
+9%
|
|
|
549
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$507K
|
-$454K
|
-1,350
|
Closed
|
|
|
550
|
Wealth Architects
Mountain View,
California
|
$507K
|
+$336
|
+1
|
+0.1%
|
|
