|
501
|
Coldstream Capital Management
Bellevue,
Washington
|
$280K
|
+$38.8K
|
+1,907
|
+16%
|
|
|
502
|
BetterWealth
San Jose,
California
|
$275K
|
+$631
|
+31
|
+0.2%
|
|
|
503
|
SignatureFD
Atlanta,
Georgia
|
$268K
|
+$40.6K
|
+1,998
|
+18%
|
|
|
504
|
Summit Trail Advisors
New York
|
$268K
|
+$269K
|
+13,247
|
New
|
|
|
505
|
Capital Performance Advisors
Walnut Creek,
California
|
$265K
|
+$21.4K
|
+1,050
|
+9%
|
|
|
506
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$265K
|
-$2.01K
|
-99
|
-0.7%
|
|
|
507
|
Alaska Permanent Fund
Juneau,
Alaska
|
$262K
|
–
|
–
|
–
|
|
|
508
|
Stevens Capital Management
Radnor,
Pennsylvania
|
$261K
|
-$204K
|
-10,043
|
-44%
|
|
|
509
|
Vident Advisory
Alpharetta,
Georgia
|
$261K
|
+$263K
|
+12,916
|
New
|
|
|
510
|
DZ Bank
Frankfurt Am Main,
Germany
|
$258K
|
+$260K
|
+12,788
|
New
|
|
|
511
|
Lazard Asset Management
New York
|
$254K
|
-$10.8K
|
-531
|
-4%
|
|
|
512
|
Steward Partners Investment Advisory
New York
|
$253K
|
+$4.21K
|
+207
|
+2%
|
|
|
513
|
Atomi Financial Group
New York
|
$253K
|
+$5.72K
|
+281
|
+2%
|
|
|
514
|
Vise Technologies
New York
|
$252K
|
+$254K
|
+12,489
|
New
|
|
|
515
|
FreeGulliver LLC
New Orleans,
Louisiana
|
$252K
|
-$5.41K
|
-266
|
-2%
|
|
|
516
|
Snowden Capital Advisors
New York
|
$251K
|
+$4.37K
|
+215
|
+2%
|
|
|
517
|
Athena Investment Management
Orinda,
California
|
$248K
|
-$7.51K
|
-369
|
-3%
|
|
|
518
|
Burr Financial Services
Pleasant Hill,
California
|
$247K
|
–
|
–
|
–
|
|
|
519
|
Personal CFO Solutions
Chester,
New Jersey
|
$246K
|
+$248K
|
+12,213
|
New
|
|
|
520
|
Frank Rimerman Advisors
Palo Alto,
California
|
$246K
|
+$203
|
+10
|
+0.1%
|
|
|
521
|
&Partners
Nashville,
Tennessee
|
$245K
|
+$244K
|
+11,974
|
New
|
|
|
522
|
Shelton Capital Management
Denver,
Colorado
|
$244K
|
+$246K
|
+12,108
|
New
|
|
|
523
|
Caldwell Sutter Capital
Sausalito,
California
|
$243K
|
+$1.02K
|
+50
|
+0.4%
|
|
|
524
|
Global Retirement Partners
San Rafael,
California
|
$242K
|
+$57.3K
|
+2,815
|
+31%
|
|
|
525
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$239K
|
+$22.1K
|
+1,085
|
+10%
|
|
