|
476
|
Ashfield Capital Partners
San Francisco,
California
|
$768K
|
+$66.4K
|
+401
|
+10%
|
|
|
477
|
Concentric Capital Strategies
Stamford,
Connecticut
|
$766K
|
+$746K
|
+4,508
|
New
|
|
|
478
|
Inverness Counsel
New York
|
$765K
|
+$16.7K
|
+101
|
+2%
|
|
|
479
|
SignatureFD
Atlanta,
Georgia
|
$765K
|
+$359K
|
+2,168
|
+93%
|
|
|
480
|
Roberts Wealth Advisors
Palo Alto,
California
|
$764K
|
–
|
–
|
–
|
|
|
481
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$764K
|
+$72.2K
|
+436
|
+11%
|
|
|
482
|
Stamos Capital Partners
Menlo Park,
California
|
$755K
|
+$735K
|
+4,440
|
New
|
|
|
483
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$753K
|
+$398K
|
+2,402
|
+118%
|
|
|
484
|
Institute for Wealth Management
Denver,
Colorado
|
$743K
|
+$65.1K
|
+393
|
+10%
|
|
|
485
|
Intrinsic Value Partners
Phoenix,
Arizona
|
$731K
|
-$166
|
-1
|
-0%
|
|
|
486
|
Blue Fin Capital
Warren,
Rhode Island
|
$714K
|
-$65.9K
|
-398
|
-9%
|
|
|
487
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$713K
|
+$19.4K
|
+117
|
+3%
|
|
|
488
|
Malaga Cove Capital
Pv Estates,
California
|
$713K
|
+$330K
|
+1,994
|
+91%
|
|
|
489
|
Raymond James Trust
St. Petersburg,
Florida
|
$705K
|
+$19.9K
|
+120
|
+3%
|
|
|
490
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$702K
|
+$363K
|
+2,191
|
+113%
|
|
|
491
|
Guggenheim Capital
Chicago,
Illinois
|
$695K
|
-$36.8K
|
-222
|
-5%
|
|
|
492
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$685K
|
+$422K
|
+2,551
|
+173%
|
|
|
493
|
Dynamic Technology Lab
Singapore
|
$683K
|
+$666K
|
+4,020
|
New
|
|
|
494
|
First Growth Investment Manager
San Francisco,
California
|
$680K
|
-$166K
|
-1,000
|
-20%
|
|
|
495
|
IAM Advisory
Easton,
Pennsylvania
|
$675K
|
+$34.6K
|
+209
|
+6%
|
|
|
496
|
Quantum Private Wealth
Tampa,
Florida
|
$675K
|
+$41.4K
|
+250
|
+7%
|
|
|
497
|
Perigon Wealth Management
San Francisco,
California
|
$670K
|
+$344K
|
+2,077
|
+111%
|
|
|
498
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$664K
|
+$177K
|
+1,067
|
+38%
|
|
|
499
|
IFP Advisors
Tampa,
Florida
|
$640K
|
+$73.7K
|
+445
|
+22%
|
|
|
500
|
Rothschild Investment LLC
Chicago,
Illinois
|
$632K
|
+$616K
|
+3,720
|
New
|
|
