|
501
|
Perigon Wealth Management
San Francisco,
California
|
$435K
|
+$16.8K
|
+257
|
+4%
|
|
|
502
|
KCM Investment Advisors
Greenbrae,
California
|
$434K
|
+$32.6K
|
+500
|
+8%
|
|
|
503
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$431K
|
+$202K
|
+3,092
|
+95%
|
|
|
504
|
Checchi Capital Advisers
Beverly Hills,
California
|
$430K
|
-$9.26K
|
-142
|
-2%
|
|
|
505
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$430K
|
+$38.3K
|
+588
|
+10%
|
|
|
506
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$429K
|
-$77K
|
-1,181
|
-16%
|
|
|
507
|
Spire Wealth Management
Mclean,
Virginia
|
$429K
|
+$13.2K
|
+203
|
+3%
|
|
|
508
|
Argent Trust Co
Nashville,
Tennessee
|
$428K
|
–
|
–
|
–
|
|
|
509
|
CFM Wealth Partners
Austin,
Texas
|
$428K
|
–
|
–
|
–
|
|
|
510
|
Trillium Asset Management
Boston,
Massachusetts
|
$428K
|
–
|
–
|
–
|
|
|
511
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$427K
|
-$63K
|
-966
|
-13%
|
|
|
512
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$424K
|
–
|
–
|
–
|
|
|
513
|
E Fund Management
Guangzhou,
China
|
$423K
|
–
|
–
|
–
|
|
|
514
|
Allworth Financial
Folsom,
California
|
$423K
|
+$126K
|
+1,933
|
+45%
|
|
|
515
|
Alley Company
Lake Forest,
Illinois
|
$420K
|
-$12K
|
-184
|
-3%
|
|
|
516
|
Freestone Capital Holdings
Seattle,
Washington
|
$420K
|
+$33.3K
|
+511
|
+9%
|
|
|
517
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$419K
|
+$404K
|
+6,200
|
New
|
|
|
518
|
Harbour Investment Management
Edmonds,
Washington
|
$416K
|
–
|
–
|
–
|
|
|
519
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$413K
|
–
|
–
|
–
|
|
|
520
|
|
$412K
|
+$393K
|
+6,035
|
New
|
|
|
521
|
RDA Financial Network
Akron,
Iowa
|
$411K
|
–
|
–
|
–
|
|
|
522
|
Corient Capital Partners
Newport Beach,
California
|
$411K
|
+$16K
|
+245
|
+4%
|
|
|
523
|
Axxcess Wealth Management
Carlsbad,
California
|
$411K
|
+$396K
|
+6,069
|
New
|
|
|
524
|
Fulcrum Asset Management
London,
United Kingdom
|
$408K
|
–
|
–
|
–
|
|
|
525
|
Sciencast Management
Princeton,
New Jersey
|
$400K
|
+$376K
|
+5,765
|
New
|
|
