|
501
|
MAI Capital Management
Independence,
Ohio
|
$808K
|
+$65.8K
|
+1,024
|
+9%
|
|
|
502
|
Institute for Wealth Management
Denver,
Colorado
|
$804K
|
-$4.24K
|
-66
|
-0.5%
|
|
|
503
|
American Portfolios Advisors
Holbrook,
New York
|
$799K
|
+$27.1K
|
+422
|
+3%
|
|
|
504
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$799K
|
+$169K
|
+2,624
|
+27%
|
|
|
505
|
Symmetry Partners
Glastonbury,
Connecticut
|
$776K
|
+$187K
|
+2,906
|
+32%
|
|
|
506
|
Choreo LLC
Rockford,
Illinois
|
$769K
|
-$41.8K
|
-650
|
-5%
|
|
|
507
|
Alpine Woods Capital Investors
Purchase,
New York
|
$768K
|
–
|
–
|
–
|
|
|
508
|
Koshinski Asset Management
Decatur,
Illinois
|
$767K
|
+$29.4K
|
+458
|
+4%
|
|
|
509
|
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
$760K
|
+$126K
|
+1,958
|
+20%
|
|
|
510
|
Intrua Financial
Houston,
Texas
|
$758K
|
-$13.9K
|
-216
|
-2%
|
|
|
511
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$752K
|
+$42.8K
|
+666
|
+6%
|
|
|
512
|
Saxon Interests
Houston,
Texas
|
$745K
|
+$659K
|
+10,249
|
New
|
|
|
513
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$737K
|
–
|
–
|
–
|
|
|
514
|
Balentine LLC
Atlanta,
Georgia
|
$734K
|
+$176K
|
+2,737
|
+31%
|
|
|
515
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$733K
|
+$736K
|
+11,455
|
New
|
|
|
516
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$726K
|
+$729K
|
+11,345
|
New
|
|
|
517
|
Doheny Asset Management
Los Angeles,
California
|
$725K
|
-$145K
|
-2,250
|
-17%
|
|
|
518
|
KCM Investment Advisors
Greenbrae,
California
|
$725K
|
+$46.2K
|
+719
|
+7%
|
|
|
519
|
Vise Technologies
New York
|
$724K
|
+$727K
|
+11,314
|
New
|
|
|
520
|
Dupont Capital Management
Wilmington,
Delaware
|
$718K
|
-$1.5M
|
-23,285
|
-67%
|
|
|
521
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$718K
|
-$18.5K
|
-288
|
-3%
|
|
|
522
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$718K
|
+$721K
|
+11,221
|
New
|
|
|
523
|
|
$716K
|
+$25.5K
|
+397
|
+4%
|
|
|
524
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$712K
|
+$31.2K
|
+485
|
+5%
|
|
|
525
|
Markston International
White Plains,
New York
|
$710K
|
-$306K
|
-4,765
|
-30%
|
|
