|
401
|
First Foundation Advisors
Irvine,
California
|
$749K
|
+$56.5K
|
+220
|
+8%
|
|
|
402
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$745K
|
+$33.1K
|
+129
|
+5%
|
|
|
403
|
Blue Fin Capital
Warren,
Rhode Island
|
$727K
|
+$28K
|
+109
|
+4%
|
|
|
404
|
Forward Management
San Francisco,
California
|
$724K
|
-$2.14M
|
-8,347
|
-75%
|
|
|
405
|
Caprock Group
Boise,
Idaho
|
$721K
|
-$65.7K
|
-256
|
-8%
|
|
|
406
|
|
$721K
|
-$9.24K
|
-36
|
-1%
|
|
|
407
|
Concert Wealth Management
San Jose,
California
|
$710K
|
+$5.39K
|
+21
|
+0.8%
|
|
|
408
|
IFC Holdings
Tampa,
Florida
|
$691K
|
-$56K
|
-218
|
-7%
|
|
|
409
|
Agran Libbie
Santa Monica,
California
|
$687K
|
–
|
–
|
–
|
|
|
410
|
Manifold Partners
San Francisco,
California
|
$682K
|
+$685K
|
+2,668
|
New
|
|
|
411
|
First Nebraska Trust
Lincoln,
Nebraska
|
$680K
|
-$116K
|
-450
|
-14%
|
|
|
412
|
Shelton Capital Management
Denver,
Colorado
|
$673K
|
+$205K
|
+800
|
+44%
|
|
|
413
|
Hanseatic Management Services
Albuquerque,
New Mexico
|
$667K
|
-$2.47M
|
-9,607
|
-79%
|
|
|
414
|
Evercore Wealth Management
New York
|
$667K
|
+$28.7K
|
+112
|
+4%
|
|
|
415
|
Arrow Financial
Glens Falls,
New York
|
$644K
|
+$78.3K
|
+305
|
+14%
|
|
|
416
|
Geneos Wealth Management
Englewood,
Colorado
|
$640K
|
+$5.13K
|
+20
|
+0.8%
|
|
|
417
|
Ruane, Cunniff & Goldfarb
New York
|
$637K
|
–
|
–
|
–
|
|
|
418
|
HBK Investments
Dallas,
Texas
|
$633K
|
+$636K
|
+2,476
|
New
|
|
|
419
|
Formidable Asset Management
Cincinnati,
Ohio
|
$619K
|
+$631K
|
+2,459
|
New
|
|
|
420
|
Segment Wealth Management
Houston,
Texas
|
$615K
|
–
|
–
|
–
|
|
|
421
|
|
$613K
|
–
|
–
|
–
|
|
|
422
|
Raymond James Trust
St. Petersburg,
Florida
|
$611K
|
-$27K
|
-105
|
-4%
|
|
|
423
|
Wealthfront
Palo Alto,
California
|
$611K
|
-$12.3K
|
-48
|
-2%
|
|
|
424
|
AR Asset Management
West Hollywood,
California
|
$610K
|
–
|
–
|
–
|
|
|
425
|
Schafer Cullen Capital Management
New York
|
$608K
|
–
|
–
|
–
|
|
