|
526
|
Lido Advisors
Los Angeles,
California
|
$645K
|
-$226K
|
-4,661
|
-30%
|
|
|
527
|
Knollwood Investment Advisory
Hunt Valley,
Maryland
|
$640K
|
–
|
–
|
–
|
|
|
528
|
International Assets Investment Management
Orlando,
Florida
|
$634K
|
-$656K
|
-13,493
|
-56%
|
|
|
529
|
S&CO Inc
Boston,
Massachusetts
|
$632K
|
–
|
–
|
–
|
|
|
530
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$625K
|
+$249K
|
+5,126
|
+96%
|
|
|
531
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$622K
|
+$45.4K
|
+935
|
+10%
|
|
|
532
|
Sirios Capital Management
Boston,
Massachusetts
|
$615K
|
+$500K
|
+10,282
|
New
|
|
|
533
|
Moors & Cabot
Boston,
Massachusetts
|
$613K
|
-$259K
|
-5,324
|
-34%
|
|
|
534
|
AssetMark Inc
Concord,
California
|
$609K
|
+$157K
|
+3,229
|
+46%
|
|
|
535
|
XTX Topco
George Town,
Cayman Islands
|
$604K
|
+$491K
|
+10,106
|
New
|
|
|
536
|
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
$604K
|
–
|
–
|
–
|
|
|
537
|
Lumina Fund Management
New York
|
$598K
|
–
|
–
|
–
|
|
|
538
|
Tegean Capital Management
New York
|
$598K
|
-$729K
|
-15,000
|
-60%
|
|
|
539
|
EPG Wealth Management
Atlanta,
Georgia
|
$591K
|
+$44.9K
|
+925
|
+10%
|
|
|
540
|
AIMZ Investment Advisors
Los Altos,
California
|
$590K
|
–
|
–
|
–
|
|
|
541
|
Sequoia Financial Advisors
Akron,
Ohio
|
$590K
|
+$100K
|
+2,064
|
+26%
|
|
|
542
|
AtonRa Partners
Geneva,
Switzerland
|
$587K
|
-$108K
|
-2,216
|
-18%
|
|
|
543
|
Forum Financial Management
Lombard,
Illinois
|
$584K
|
-$19.4K
|
-399
|
-4%
|
|
|
544
|
Harbor Capital Advisors
Chicago,
Illinois
|
$583K
|
–
|
–
|
–
|
|
|
545
|
FDx Advisors
Chicago,
Illinois
|
$583K
|
+$167K
|
+3,438
|
+55%
|
|
|
546
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$582K
|
+$34.9K
|
+718
|
+8%
|
|
|
547
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$581K
|
+$105K
|
+2,171
|
+29%
|
|
|
548
|
Stephens Inc
Little Rock,
Arkansas
|
$579K
|
+$471K
|
+9,694
|
New
|
|
|
549
|
Wealth Architects
Mountain View,
California
|
$573K
|
-$8.6K
|
-177
|
-2%
|
|
|
550
|
Xcel Wealth Management
Holly Hill,
Florida
|
$569K
|
–
|
–
|
–
|
|
