|
501
|
Curated Wealth Partners
El Segundo,
California
|
$656K
|
+$223K
|
+833
|
+46%
|
|
|
502
|
Moors & Cabot
Boston,
Massachusetts
|
$650K
|
-$20.1K
|
-75
|
-3%
|
|
|
503
|
Colony Group
Boston,
Massachusetts
|
$650K
|
-$11.8K
|
-44
|
-2%
|
|
|
504
|
Whittier Trust
South Pasadena,
California
|
$649K
|
-$71.5K
|
-267
|
-9%
|
|
|
505
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$647K
|
+$55.1K
|
+206
|
+9%
|
|
|
506
|
Resources Management Corp
West Hartford,
Connecticut
|
$646K
|
–
|
–
|
–
|
|
|
507
|
Empirical Finance
Havertown,
Pennsylvania
|
$646K
|
+$37.7K
|
+141
|
+6%
|
|
|
508
|
Avantax Advisory Services
Dallas,
Texas
|
$645K
|
+$81.1K
|
+303
|
+13%
|
|
|
509
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$638K
|
+$15K
|
+56
|
+2%
|
|
|
510
|
Steward Partners Investment Advisory
New York
|
$633K
|
+$136K
|
+508
|
+25%
|
|
|
511
|
Summit Financial
Parsippany,
New Jersey
|
$631K
|
-$5.08K
|
-19
|
-0.7%
|
|
|
512
|
ClearBridge Investments
New York
|
$630K
|
-$1.39M
|
-5,190
|
-67%
|
|
|
513
|
First Pacific Financial
Vancouver,
Washington
|
$624K
|
+$26K
|
+97
|
+4%
|
|
|
514
|
Stephens Inc
Little Rock,
Arkansas
|
$621K
|
+$44.4K
|
+166
|
+7%
|
|
|
515
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$621K
|
+$676K
|
+2,525
|
New
|
|
|
516
|
FDx Advisors
Chicago,
Illinois
|
$619K
|
-$450K
|
-1,682
|
-40%
|
|
|
517
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$615K
|
-$675K
|
-2,522
|
-50%
|
|
|
518
|
Gifford Fong Associates
Lafayette,
California
|
$615K
|
–
|
–
|
–
|
|
|
519
|
TL Private Wealth
Southlake,
Texas
|
$613K
|
–
|
–
|
–
|
|
|
520
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$606K
|
+$17.7K
|
+66
|
+3%
|
|
|
521
|
Intellectus Partners
San Francisco,
California
|
$605K
|
+$22.2K
|
+83
|
+3%
|
|
|
522
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$605K
|
+$52.5K
|
+196
|
+9%
|
|
|
523
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$597K
|
-$12.3K
|
-46
|
-2%
|
|
|
524
|
Prudential plc
London, England,
United Kingdom
|
$591K
|
-$5.62K
|
-21
|
-0.9%
|
|
|
525
|
Intact Investment Management
Montreal,
Quebec, Canada
|
$591K
|
–
|
–
|
–
|
|
