|
501
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$450K
|
–
|
–
|
–
|
|
|
502
|
BCM Advisors
Lafayette,
Louisiana
|
$449K
|
+$439K
|
+19,140
|
New
|
|
|
503
|
Parsons Capital Management
Providence,
Rhode Island
|
$447K
|
–
|
–
|
–
|
|
|
504
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$445K
|
+$113K
|
+4,920
|
+35%
|
|
|
505
|
Parsec Financial Management
Asheville,
North Carolina
|
$443K
|
-$23.6K
|
-1,026
|
-5%
|
|
|
506
|
Epstein & White Financial
San Diego,
California
|
$440K
|
+$410K
|
+17,874
|
New
|
|
|
507
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$437K
|
+$428K
|
+18,648
|
New
|
|
|
508
|
Cerity Partners OCIO
New York
|
$436K
|
+$48.2K
|
+2,100
|
+13%
|
|
|
509
|
Fusion Family Wealth
Woodbury,
New York
|
$434K
|
–
|
–
|
–
|
|
|
510
|
Fiduciary Financial Services of The Southwest
Dallas,
Texas
|
$433K
|
–
|
–
|
–
|
|
|
511
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$428K
|
-$5.92K
|
-258
|
-1%
|
|
|
512
|
Brown Advisory Securities
Baltimore,
Maryland
|
$427K
|
+$149K
|
+6,504
|
+55%
|
|
|
513
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$420K
|
+$412K
|
+17,928
|
New
|
|
|
514
|
Boston Advisors
Boston,
Massachusetts
|
$419K
|
+$410K
|
+17,856
|
New
|
|
|
515
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$414K
|
-$44.9M
|
-1,954,800
|
-99%
|
|
|
516
|
Farmers Trust Company
Youngstown,
Ohio
|
$405K
|
+$396K
|
+17,256
|
New
|
|
|
517
|
KWMG LLC
Overland Park,
Kansas
|
$400K
|
+$392K
|
+17,076
|
New
|
|
|
518
|
Ashfield Capital Partners
San Francisco,
California
|
$399K
|
–
|
–
|
–
|
|
|
519
|
High Falls Advisors
Rochester,
New York
|
$399K
|
+$138
|
+6
|
+0%
|
|
|
520
|
Oakworth Capital
Birmingham,
Alabama
|
$397K
|
–
|
–
|
–
|
|
|
521
|
Narwhal Capital Management
Marietta,
Georgia
|
$394K
|
–
|
–
|
–
|
|
|
522
|
Telemus Capital
Southfield,
Michigan
|
$394K
|
+$385K
|
+16,788
|
New
|
|
|
523
|
Pinnacle Associates
New York
|
$393K
|
+$17.4K
|
+756
|
+5%
|
|
|
524
|
Alexandria Capital
Arlington,
Virginia
|
$391K
|
+$22.3K
|
+972
|
+6%
|
|
|
525
|
WP Advisors
San Francisco,
California
|
$384K
|
-$43.8K
|
-1,908
|
-10%
|
|
