|
501
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$42K
|
+$16.7K
|
+96
|
+74%
|
|
|
502
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$41K
|
–
|
–
|
–
|
|
|
503
|
Washington Trust Bank
Spokane,
Washington
|
$37K
|
–
|
–
|
–
|
|
|
504
|
Guardian Life Insurance
New York
|
$33K
|
-$22.6K
|
-130
|
-42%
|
|
|
505
|
New Capital Management
Houston,
Texas
|
$31K
|
–
|
–
|
–
|
|
|
506
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$28.9K
|
–
|
–
|
–
|
|
|
507
|
Lazard Asset Management
New York
|
$27K
|
-$5.04K
|
-29
|
-16%
|
|
|
508
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$25K
|
-$348
|
-2
|
-1%
|
|
|
509
|
Allworth Financial
Folsom,
California
|
$23K
|
–
|
–
|
–
|
|
|
510
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$23K
|
–
|
–
|
–
|
|
|
511
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$22K
|
–
|
–
|
–
|
|
|
512
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$22K
|
+$5.21K
|
+30
|
+33%
|
|
|
513
|
Duncker Streett & Co
St. Louis,
Missouri
|
$21K
|
–
|
–
|
–
|
|
|
514
|
Shamrock Asset Management
Dallas,
Texas
|
$19K
|
+$18.1K
|
+104
|
New
|
|
|
515
|
Asset Dedication LLC
San Francisco,
California
|
$18K
|
–
|
–
|
–
|
|
|
516
|
Gemmer Asset Management
Walnut Creek,
California
|
$18K
|
–
|
–
|
–
|
|
|
517
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$18K
|
+$17.2K
|
+99
|
New
|
|
|
518
|
NewEdge Advisors
New Orleans,
Louisiana
|
$16.2K
|
+$15.6K
|
+90
|
New
|
|
|
519
|
Baystate Wealth Management
Boston,
Massachusetts
|
$16K
|
–
|
–
|
–
|
|
|
520
|
Perigon Wealth Management
San Francisco,
California
|
$15K
|
–
|
–
|
–
|
|
|
521
|
QCI Asset Management
Pittsford,
New York
|
$14K
|
–
|
–
|
–
|
|
|
522
|
Versant Capital Management
Phoenix,
Arizona
|
$14K
|
–
|
–
|
–
|
|
|
523
|
West Paces Advisors
Atlanta,
Georgia
|
$11.9K
|
–
|
–
|
–
|
|
|
524
|
IFP Advisors
Tampa,
Florida
|
$10K
|
+$2.43K
|
+14
|
+33%
|
|
|
525
|
Grove Bank & Trust
Miami,
Florida
|
$10K
|
+$5.56K
|
+32
|
+128%
|
|
