|
401
|
Freestone Capital Holdings
Seattle,
Washington
|
$486K
|
-$22.3K
|
-333
|
-4%
|
|
|
402
|
GoalVest Advisory
New York
|
$486K
|
+$510K
|
+7,617
|
New
|
|
|
403
|
NEOS Investment Management
Westport,
Connecticut
|
$485K
|
+$273K
|
+4,080
|
+115%
|
|
|
404
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$484K
|
-$268
|
-4
|
-0.1%
|
|
|
405
|
Williams Jones Wealth Management
New York
|
$481K
|
-$2.44M
|
-36,446
|
-83%
|
|
|
406
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$479K
|
+$503K
|
+7,515
|
New
|
|
|
407
|
Requisite Capital Management
Dallas,
Texas
|
$479K
|
+$97.8K
|
+1,461
|
+25%
|
|
|
408
|
HeadInvest LLC
Portland,
Maine
|
$478K
|
–
|
–
|
–
|
|
|
409
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$478K
|
+$40.2K
|
+600
|
+9%
|
|
|
410
|
Cambridge Trust
Cambridge,
Massachusetts
|
$475K
|
-$6.39M
|
-95,392
|
-93%
|
|
|
411
|
WNY Asset Management
Williamsville,
New York
|
$473K
|
+$39.9K
|
+596
|
+9%
|
|
|
412
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$469K
|
–
|
–
|
–
|
|
|
413
|
|
$469K
|
–
|
–
|
–
|
|
|
414
|
Rothschild Investment LLC
Chicago,
Illinois
|
$465K
|
-$11K
|
-164
|
-2%
|
|
|
415
|
Bessemer Group
Woodbridge,
New Jersey
|
$465K
|
+$11.3K
|
+169
|
+2%
|
|
|
416
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$463K
|
-$1.29M
|
-19,203
|
-73%
|
|
|
417
|
One Wealth Advisors
San Francisco,
California
|
$460K
|
+$124K
|
+1,846
|
+36%
|
|
|
418
|
Boston Partners
Boston,
Massachusetts
|
$457K
|
-$149K
|
-2,227
|
-24%
|
|
|
419
|
Sprott Inc
Toronto,
Ontario, Canada
|
$457K
|
-$26.8K
|
-400
|
-5%
|
|
|
420
|
Henry James International Management
New York
|
$451K
|
-$603
|
-9
|
-0.1%
|
|
|
421
|
BayBridge Capital Group
Pleasanton,
California
|
$448K
|
+$446K
|
+6,664
|
New
|
|
|
422
|
|
$447K
|
+$18K
|
+269
|
+4%
|
|
|
423
|
Kingswood Wealth Advisors
San Diego,
California
|
$446K
|
-$82.2K
|
-1,227
|
-15%
|
|
|
424
|
First City Capital Management
Savannah,
Georgia
|
$443K
|
+$50.2K
|
+750
|
+12%
|
|
|
425
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$440K
|
-$55.3K
|
-826
|
-11%
|
|
