|
551
|
Freestone Capital Holdings
Seattle,
Washington
|
$2.6M
|
+$279K
|
+1,322
|
+12%
|
|
|
552
|
Windham Capital Management
Boston,
Massachusetts
|
$2.59M
|
–
|
–
|
–
|
|
|
553
|
Financial Advocates Investment Management
Olympia,
Washington
|
$2.58M
|
-$568K
|
-2,696
|
-18%
|
|
|
554
|
CPWM LLC
Seattle,
Washington
|
$2.58M
|
+$90.2K
|
+428
|
+4%
|
|
|
555
|
Checchi Capital Advisers
Beverly Hills,
California
|
$2.57M
|
-$13.5K
|
-64
|
-0.5%
|
|
|
556
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$2.57M
|
+$352K
|
+1,673
|
+16%
|
|
|
557
|
Aspiriant LLC
Los Angeles,
California
|
$2.55M
|
+$80.7K
|
+383
|
+3%
|
|
|
558
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$2.55M
|
+$6.53K
|
+31
|
+0.3%
|
|
|
559
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$2.54M
|
+$77.5K
|
+368
|
+3%
|
|
|
560
|
Essex Financial Services
Essex,
Connecticut
|
$2.5M
|
+$343K
|
+1,630
|
+16%
|
|
|
561
|
Permanens Capital
New York
|
$2.49M
|
-$9.26M
|
-43,974
|
-79%
|
|
|
562
|
Alesco Advisors
Pittsford,
New York
|
$2.46M
|
-$30.5K
|
-145
|
-1%
|
|
|
563
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$2.46M
|
-$72.7K
|
-345
|
-3%
|
|
|
564
|
Davidson Investment Advisors
Great Falls,
Montana
|
$2.46M
|
+$2.42M
|
+11,497
|
New
|
|
|
565
|
SEI Investments
Oaks,
Pennsylvania
|
$2.45M
|
-$436K
|
-2,071
|
-15%
|
|
|
566
|
Principle Wealth Partners
Madison,
Connecticut
|
$2.45M
|
+$870K
|
+4,128
|
+57%
|
|
|
567
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$2.42M
|
+$45.3K
|
+215
|
+2%
|
|
|
568
|
Renaissance Technologies
New York
|
$2.42M
|
+$2.38M
|
+11,300
|
New
|
|
|
569
|
Calamos Wealth Management
Naperville,
Illinois
|
$2.42M
|
+$62.4K
|
+296
|
+3%
|
|
|
570
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$2.4M
|
+$93.1K
|
+442
|
+4%
|
|
|
571
|
Central Trust Company
Jefferson City,
Missouri
|
$2.38M
|
+$200K
|
+947
|
+9%
|
|
|
572
|
Continuum Advisory
Eagle,
Idaho
|
$2.38M
|
+$137K
|
+651
|
+6%
|
|
|
573
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$2.38M
|
-$147K
|
-700
|
-6%
|
|
|
574
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$2.38M
|
+$451K
|
+2,142
|
+24%
|
|
|
575
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$2.34M
|
-$55K
|
-261
|
-2%
|
|
