|
401
|
Frank Rimerman Advisors
Palo Alto,
California
|
$770K
|
–
|
–
|
–
|
|
|
402
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$768K
|
+$254K
|
+21,508
|
+40%
|
|
|
403
|
Synovus Financial
Columbus,
Georgia
|
$760K
|
+$877K
|
+74,183
|
New
|
|
|
404
|
Prelude Capital Management
New York
|
$759K
|
+$226K
|
+19,163
|
+35%
|
|
|
405
|
Gilder Gagnon Howe & Co
New York
|
$752K
|
-$5.58M
|
-471,851
|
-87%
|
|
|
406
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$735K
|
-$18.3K
|
-1,549
|
-2%
|
|
|
407
|
Pathway Capital Management
Irvine,
California
|
$734K
|
+$847K
|
+71,647
|
New
|
|
|
408
|
Barrier Capital Management
San Francisco,
California
|
$724K
|
+$836K
|
+70,720
|
New
|
|
|
409
|
Salvus Wealth Management
Red Bank,
New Jersey
|
$712K
|
+$29.5K
|
+2,500
|
+4%
|
|
|
410
|
|
$711K
|
-$2.29M
|
-193,874
|
-74%
|
|
|
411
|
Legacy Bridge
West Des Moines,
Iowa
|
$704K
|
+$35.3K
|
+2,990
|
+5%
|
|
|
412
|
WhitTier Trust Company
Reno,
Nevada
|
$702K
|
+$181K
|
+15,344
|
+29%
|
|
|
413
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$694K
|
+$801K
|
+67,788
|
New
|
|
|
414
|
Connable Office Inc
Kalamazoo,
Michigan
|
$694K
|
-$44.3K
|
-3,751
|
-5%
|
|
|
415
|
Choreo LLC
Rockford,
Illinois
|
$691K
|
-$39.1K
|
-3,311
|
-5%
|
|
|
416
|
Rathbones Group
Liverpool,
United Kingdom
|
$690K
|
+$796K
|
+67,390
|
New
|
|
|
417
|
SRN Advisors
Huntingdon Valley,
Pennsylvania
|
$689K
|
-$447K
|
-37,824
|
-36%
|
|
|
418
|
Oppenheimer & Co
New York
|
$686K
|
+$89.3K
|
+7,556
|
+13%
|
|
|
419
|
IPG Investment Advisors
San Diego,
California
|
$685K
|
+$355K
|
+30,000
|
+81%
|
|
|
420
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$679K
|
+$284K
|
+23,998
|
+57%
|
|
|
421
|
Wedbush Securities
Los Angeles,
California
|
$671K
|
+$66K
|
+5,587
|
+9%
|
|
|
422
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$668K
|
+$94.2K
|
+7,972
|
+14%
|
|
|
423
|
Parus Finance (UK)
London,
United Kingdom
|
$658K
|
+$567K
|
+47,937
|
+293%
|
|
|
424
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$656K
|
-$85.2K
|
-7,208
|
-10%
|
|
|
425
|
Citizens Financial Group
Providence,
Rhode Island
|
$654K
|
-$26.4K
|
-2,236
|
-3%
|
|
