|
501
|
Endurance Wealth Management
Providence,
Rhode Island
|
$298K
|
–
|
–
|
–
|
|
|
502
|
Acima Private Wealth
Richmond,
Virginia
|
$292K
|
–
|
–
|
–
|
|
|
503
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$291K
|
–
|
–
|
–
|
|
|
504
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$291K
|
+$274K
|
+1,611
|
New
|
|
|
505
|
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
$284K
|
-$16.1M
|
-94,907
|
-98%
|
|
|
506
|
KCM Investment Advisors
Greenbrae,
California
|
$281K
|
+$6.63K
|
+39
|
+3%
|
|
|
507
|
Livforsakringsbolaget Skandia
Stockholm,
Sweden
|
$279K
|
–
|
–
|
–
|
|
|
508
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$279K
|
+$680
|
+4
|
+0.3%
|
|
|
509
|
Lombard Odier Asset Management (Europe)
London,
United Kingdom
|
$276K
|
–
|
–
|
–
|
|
|
510
|
Charles Schwab Trust
Henderson,
Nevada
|
$274K
|
+$265K
|
+1,559
|
New
|
|
|
511
|
Symmetry Partners
Glastonbury,
Connecticut
|
$273K
|
–
|
–
|
–
|
|
|
512
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$267K
|
+$17.7K
|
+104
|
+8%
|
|
|
513
|
Checchi Capital Advisers
Beverly Hills,
California
|
$265K
|
-$18.2K
|
-107
|
-7%
|
|
|
514
|
IMS Capital Management
Portland,
Oregon
|
$265K
|
–
|
–
|
–
|
|
|
515
|
|
$264K
|
-$1.35M
|
-7,928
|
-84%
|
|
|
516
|
Moors & Cabot
Boston,
Massachusetts
|
$264K
|
+$2.04K
|
+12
|
+0.8%
|
|
|
517
|
Dearborn Partners
Chicago,
Illinois
|
$262K
|
–
|
–
|
–
|
|
|
518
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$261K
|
-$225K
|
-1,321
|
-48%
|
|
|
519
|
Morse Asset Management
Darien,
Connecticut
|
$259K
|
-$816K
|
-4,800
|
-77%
|
|
|
520
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$256K
|
–
|
–
|
–
|
|
|
521
|
|
$256K
|
+$21.8K
|
+128
|
+10%
|
|
|
522
|
Pflug Koory
Omaha,
Nebraska
|
$255K
|
+$63.8K
|
+375
|
+36%
|
|
|
523
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$251K
|
-$13.4K
|
-79
|
-5%
|
|
|
524
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$249K
|
+$24.3K
|
+143
|
+12%
|
|
|
525
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$247K
|
-$4.42K
|
-26
|
-2%
|
|
