|
501
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$370K
|
+$60.1K
|
+301
|
+21%
|
|
|
502
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$365K
|
-$51.3K
|
-257
|
-13%
|
|
|
503
|
Kestra Private Wealth Services
Austin,
Texas
|
$363K
|
-$102K
|
-513
|
-23%
|
|
|
504
|
|
$360K
|
-$76.1K
|
-381
|
-19%
|
|
|
505
|
|
$359K
|
+$42.3K
|
+212
|
+15%
|
|
|
506
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$358K
|
–
|
–
|
–
|
|
|
507
|
Evercore Wealth Management
New York
|
$358K
|
+$69.7K
|
+349
|
+27%
|
|
|
508
|
JSF Financial
Los Angeles,
California
|
$357K
|
+$30.8K
|
+154
|
+10%
|
|
|
509
|
Vontobel Holding
Zurich,
Switzerland
|
$356K
|
-$263K
|
-1,315
|
-44%
|
|
|
510
|
Centaurus Financial
Anaheim,
California
|
$356K
|
+$14.4K
|
+72
|
+5%
|
|
|
511
|
Impax Asset Management Group
London,
United Kingdom
|
$356K
|
+$328K
|
+1,641
|
New
|
|
|
512
|
Caprock Group
Boise,
Idaho
|
$350K
|
+$35.9K
|
+180
|
+13%
|
|
|
513
|
Riverview Trust Company
Vancouver,
Washington
|
$349K
|
-$7.99K
|
-40
|
-2%
|
|
|
514
|
Zacks Investment Management
Chicago,
Illinois
|
$348K
|
+$106K
|
+533
|
+50%
|
|
|
515
|
Conning Inc
Hartford,
Connecticut
|
$346K
|
-$38.9K
|
-195
|
-11%
|
|
|
516
|
WesBanco Bank
Wheeling,
West Virginia
|
$344K
|
-$13.8K
|
-69
|
-4%
|
|
|
517
|
Vivaldi Capital Management
Chicago,
Illinois
|
$339K
|
-$9.39K
|
-47
|
-3%
|
|
|
518
|
Parallel Advisors
San Francisco,
California
|
$338K
|
+$139K
|
+696
|
+81%
|
|
|
519
|
Brown Advisory
Baltimore,
Maryland
|
$337K
|
-$20.2K
|
-101
|
-6%
|
|
|
520
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$336K
|
-$9.19K
|
-46
|
-3%
|
|
|
521
|
Gateway Investment Advisers
Cincinnati,
Ohio
|
$333K
|
-$8.59K
|
-43
|
-3%
|
|
|
522
|
Trust Asset Management
Houston,
Texas
|
$333K
|
+$32.6K
|
+163
|
+12%
|
|
|
523
|
SVB Wealth
Boston,
Massachusetts
|
$329K
|
+$5.19K
|
+26
|
+2%
|
|
|
524
|
United Capital Financial Advisors
Irving,
Texas
|
$325K
|
+$74.7K
|
+374
|
+33%
|
|
|
525
|
Mason Investment Advisory Services
Reston,
Virginia
|
$325K
|
–
|
–
|
–
|
|
