|
501
|
Caldwell Trust
Venice,
Florida
|
$655K
|
-$42.6K
|
-169
|
-7%
|
|
|
502
|
Freestone Capital Holdings
Seattle,
Washington
|
$649K
|
+$50.6K
|
+201
|
+9%
|
|
|
503
|
Gyroscope Capital Management Group
Naples,
Florida
|
$630K
|
+$584K
|
+2,319
|
New
|
|
|
504
|
Williams Jones Wealth Management
New York
|
$622K
|
–
|
–
|
–
|
|
|
505
|
IEQ Capital
Foster City,
California
|
$618K
|
-$108K
|
-428
|
-16%
|
|
|
506
|
Endurance Wealth Management
Providence,
Rhode Island
|
$608K
|
–
|
–
|
–
|
|
|
507
|
Parallel Advisors
San Francisco,
California
|
$606K
|
+$90.6K
|
+360
|
+19%
|
|
|
508
|
|
$600K
|
+$556K
|
+2,209
|
New
|
|
|
509
|
Hotaling Investment Management
Wayne,
Pennsylvania
|
$599K
|
+$44.1K
|
+175
|
+9%
|
|
|
510
|
Palladium Partners
Norfolk,
Virginia
|
$598K
|
-$44.3K
|
-176
|
-7%
|
|
|
511
|
Beacon Pointe Advisors
Newport Beach,
California
|
$590K
|
+$62.9K
|
+250
|
+13%
|
|
|
512
|
Parthenon LLC
Louisville,
Kentucky
|
$582K
|
–
|
–
|
–
|
|
|
513
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$575K
|
+$73.5K
|
+292
|
+16%
|
|
|
514
|
Welch & Forbes
Boston,
Massachusetts
|
$574K
|
–
|
–
|
–
|
|
|
515
|
Desjardins Global Asset Management
Montreal,
Quebec, Canada
|
$568K
|
+$527K
|
+2,092
|
New
|
|
|
516
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
$566K
|
-$8.81K
|
-35
|
-2%
|
|
|
517
|
|
$566K
|
+$525K
|
+2,085
|
New
|
|
|
518
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$562K
|
-$46.6K
|
-185
|
-8%
|
|
|
519
|
Independent Wealth Network
Urbandale,
Iowa
|
$558K
|
-$252
|
-1
|
-0%
|
|
|
520
|
CSS LLC
Chicago,
Illinois
|
$556K
|
+$515K
|
+2,045
|
New
|
|
|
521
|
Brown Advisory
Baltimore,
Maryland
|
$553K
|
+$230K
|
+913
|
+81%
|
|
|
522
|
Park Avenue Securities
New York
|
$550K
|
+$13.6K
|
+54
|
+3%
|
|
|
523
|
Roberts Capital Advisors
Denver,
Colorado
|
$549K
|
+$508K
|
+2,019
|
New
|
|
|
524
|
Yarbrough Capital
Franklin,
Tennessee
|
$549K
|
+$509K
|
+2,020
|
New
|
|
|
525
|
SVB Wealth
Boston,
Massachusetts
|
$544K
|
+$97.9K
|
+389
|
+24%
|
|
