|
601
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$320K
|
–
|
–
|
–
|
|
|
602
|
First Pacific Advisors
El Segundo,
California
|
$320K
|
+$317K
|
+2,600
|
New
|
|
|
603
|
Parallel Advisors
San Francisco,
California
|
$314K
|
+$16.7K
|
+137
|
+6%
|
|
|
604
|
Ferris Capital
Marlborough,
Massachusetts
|
$312K
|
–
|
–
|
–
|
|
|
605
|
Personal CFO Solutions
Chester,
New Jersey
|
$309K
|
+$306K
|
+2,507
|
New
|
|
|
606
|
Altium Wealth Management
Purchase,
New York
|
$308K
|
-$1.46K
|
-12
|
-0.5%
|
|
|
607
|
Harbor Advisors
West Palm Beach,
Florida
|
$308K
|
–
|
–
|
–
|
|
|
608
|
Blueshift Asset Management
Red Bank,
New Jersey
|
$305K
|
-$138K
|
-1,131
|
-31%
|
|
|
609
|
Bellecapital
Zurich,
Switzerland
|
$305K
|
+$7.32K
|
+60
|
+2%
|
|
|
610
|
HeadInvest LLC
Portland,
Maine
|
$305K
|
+$17K
|
+139
|
+6%
|
|
|
611
|
Optimum Investment Advisors
Chicago,
Illinois
|
$304K
|
-$61K
|
-500
|
-17%
|
|
|
612
|
|
$304K
|
–
|
–
|
–
|
|
|
613
|
Cetera Advisors
Denver,
Colorado
|
$302K
|
+$10.1K
|
+83
|
+3%
|
|
|
614
|
Field & Main Bank
Henderson,
Kentucky
|
$302K
|
+$23.2K
|
+190
|
+8%
|
|
|
615
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$300K
|
-$775K
|
-6,350
|
-72%
|
|
|
616
|
Telemus Capital
Southfield,
Michigan
|
$298K
|
-$36.6K
|
-300
|
-11%
|
|
|
617
|
Horizon Investments
Charlotte,
North Carolina
|
$296K
|
-$597K
|
-4,891
|
-67%
|
|
|
618
|
Investment House LLC
Redondo Beach,
California
|
$296K
|
–
|
–
|
–
|
|
|
619
|
Prospera Financial Services
Dallas,
Texas
|
$296K
|
+$488
|
+4
|
+0.2%
|
|
|
620
|
Courier Capital
Buffalo,
New York
|
$295K
|
–
|
–
|
–
|
|
|
621
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$295K
|
–
|
–
|
–
|
|
|
622
|
Front Row Advisors
Tiburon,
California
|
$295K
|
+$14.2K
|
+116
|
+5%
|
|
|
623
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$292K
|
+$51.3K
|
+420
|
+22%
|
|
|
624
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$290K
|
–
|
–
|
–
|
|
|
625
|
Prudential plc
London, England,
United Kingdom
|
$290K
|
+$12.8K
|
+105
|
+5%
|
|
