|
651
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$620K
|
+$122K
|
+526
|
+26%
|
|
|
652
|
Vise Technologies
New York
|
$617K
|
-$265K
|
-1,145
|
-31%
|
|
|
653
|
Sapient Capital
Indianapolis,
Indiana
|
$616K
|
-$17.4M
|
-75,319
|
-97%
|
|
|
654
|
Snowden Capital Advisors
New York
|
$615K
|
-$378K
|
-1,634
|
-39%
|
|
|
655
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$612K
|
–
|
–
|
–
|
|
|
656
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$611K
|
-$6.47K
|
-28
|
-1%
|
|
|
657
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$610K
|
-$45.1K
|
-195
|
-7%
|
|
|
658
|
CenterBook Partners
Greenwich,
Connecticut
|
$607K
|
-$5.56M
|
-24,039
|
-91%
|
|
|
659
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$603K
|
-$4.86K
|
-21
|
-0.8%
|
|
|
660
|
Forum Financial Management
Lombard,
Illinois
|
$602K
|
+$211K
|
+911
|
+57%
|
|
|
661
|
Palumbo Wealth Management
Great Neck,
New York
|
$591K
|
+$128K
|
+552
|
+28%
|
|
|
662
|
Trust Asset Management
Houston,
Texas
|
$591K
|
–
|
–
|
–
|
|
|
663
|
Welch & Forbes
Boston,
Massachusetts
|
$590K
|
–
|
–
|
–
|
|
|
664
|
Syon Capital
San Francisco,
California
|
$587K
|
+$235K
|
+1,017
|
+71%
|
|
|
665
|
Legacy Bridge
West Des Moines,
Iowa
|
$585K
|
–
|
–
|
–
|
|
|
666
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$584K
|
+$29.6K
|
+128
|
+6%
|
|
|
667
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$582K
|
-$10.6K
|
-46
|
-2%
|
|
|
668
|
Valeo Financial Advisors
Carmel,
Indiana
|
$577K
|
-$167K
|
-722
|
-23%
|
|
|
669
|
Winslow Capital Management
Minneapolis,
Minnesota
|
$575K
|
-$328M
|
-1,417,513
|
-100%
|
|
|
670
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$566K
|
-$12.5K
|
-54
|
-2%
|
|
|
671
|
Wallace Advisory Group
Lafayette,
California
|
$566K
|
-$166K
|
-719
|
-23%
|
|
|
672
|
Global Retirement Partners
San Rafael,
California
|
$556K
|
+$204K
|
+883
|
+62%
|
|
|
673
|
Ballentine Partners
Waltham,
Massachusetts
|
$551K
|
-$12.7K
|
-55
|
-2%
|
|
|
674
|
Harrell Investment Partners
Austin,
Texas
|
$549K
|
+$2.31K
|
+10
|
+0.4%
|
|
|
675
|
HUB Investment Partners
Austin,
Texas
|
$548K
|
+$63.1K
|
+273
|
+14%
|
|
