|
501
|
Avitas Wealth Management
Los Angeles,
California
|
$1M
|
+$854K
|
+11,438
|
New
|
|
|
502
|
Blue Square Asset Management
New York
|
$999K
|
-$296K
|
-3,964
|
-26%
|
|
|
503
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$998K
|
-$4.48M
|
-59,932
|
-84%
|
|
|
504
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$996K
|
+$851K
|
+11,388
|
New
|
|
|
505
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$993K
|
+$239K
|
+3,200
|
+39%
|
|
|
506
|
Tidal Investments
Milwaukee,
Wisconsin
|
$991K
|
+$383K
|
+5,134
|
+83%
|
|
|
507
|
Private Advisory Group
Redmond,
Washington
|
$983K
|
+$839K
|
+11,237
|
New
|
|
|
508
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$971K
|
+$17.1K
|
+229
|
+2%
|
|
|
509
|
Wealthfront Advisers
Palo Alto,
California
|
$963K
|
+$374K
|
+5,013
|
+84%
|
|
|
510
|
CreativeOne Wealth
Overland Park,
Kansas
|
$952K
|
+$96.7K
|
+1,295
|
+14%
|
|
|
511
|
S&CO Inc
Boston,
Massachusetts
|
$925K
|
+$790K
|
+10,573
|
New
|
|
|
512
|
Wealth Architects
Mountain View,
California
|
$917K
|
+$783K
|
+10,482
|
New
|
|
|
513
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$916K
|
-$265K
|
-3,543
|
-25%
|
|
|
514
|
Western Wealth Management
Golden,
Colorado
|
$913K
|
+$781K
|
+10,457
|
New
|
|
|
515
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$908K
|
+$434K
|
+5,816
|
+127%
|
|
|
516
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$902K
|
+$85.9K
|
+1,150
|
+13%
|
|
|
517
|
First Pacific Financial
Vancouver,
Washington
|
$901K
|
-$189K
|
-2,527
|
-20%
|
|
|
518
|
Comerica Securities
Detroit,
Michigan
|
$899K
|
+$68.3K
|
+915
|
+10%
|
|
|
519
|
Mutual Advisors
Omaha,
Nebraska
|
$899K
|
+$473K
|
+6,338
|
+161%
|
|
|
520
|
Corient Capital Partners
Newport Beach,
California
|
$894K
|
+$56.8K
|
+761
|
+8%
|
|
|
521
|
Thompson Investment Management
Madison,
Wisconsin
|
$892K
|
-$220K
|
-2,950
|
-22%
|
|
|
522
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$883K
|
+$754K
|
+10,098
|
New
|
|
|
523
|
Truvestments Capital
Sarasota,
Florida
|
$872K
|
+$14.7K
|
+197
|
+2%
|
|
|
524
|
Caprock Group
Boise,
Idaho
|
$866K
|
+$210K
|
+2,805
|
+40%
|
|
|
525
|
Meiji Yasuda Asset Management
Tokyo,
Japan
|
$862K
|
+$85.1K
|
+1,140
|
+13%
|
|
