|
501
|
YorkBridge Wealth Partners
New York
|
$678K
|
–
|
–
|
–
|
|
|
502
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$678K
|
+$695K
|
+5,892
|
New
|
|
|
503
|
Mission Creek Capital Partners
San Francisco,
California
|
$676K
|
+$31.2K
|
+265
|
+5%
|
|
|
504
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$675K
|
+$90.5K
|
+768
|
+15%
|
|
|
505
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$672K
|
-$4.72K
|
-40
|
-0.7%
|
|
|
506
|
Altavista Wealth Management
Asheville,
North Carolina
|
$672K
|
–
|
–
|
–
|
|
|
507
|
Fayez Sarofim & Co
Houston,
Texas
|
$665K
|
–
|
–
|
–
|
|
|
508
|
American Portfolios Advisors
Holbrook,
New York
|
$659K
|
+$31.5K
|
+267
|
+5%
|
|
|
509
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$655K
|
–
|
–
|
–
|
|
|
510
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$653K
|
-$22.2K
|
-188
|
-3%
|
|
|
511
|
NewEdge Advisors
New Orleans,
Louisiana
|
$652K
|
-$30.3K
|
-257
|
-4%
|
|
|
512
|
Lido Advisors
Los Angeles,
California
|
$647K
|
-$125K
|
-1,060
|
-16%
|
|
|
513
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$646K
|
–
|
–
|
–
|
|
|
514
|
Lountzis Asset Management
Wyomissing,
Pennsylvania
|
$646K
|
–
|
–
|
–
|
|
|
515
|
Asset Dedication LLC
San Francisco,
California
|
$646K
|
+$145K
|
+1,229
|
+28%
|
|
|
516
|
Parthenon LLC
Louisville,
Kentucky
|
$645K
|
–
|
–
|
–
|
|
|
517
|
Grove Bank & Trust
Miami,
Florida
|
$643K
|
-$825
|
-7
|
-0.1%
|
|
|
518
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$640K
|
+$38.4K
|
+326
|
+6%
|
|
|
519
|
Citizens Financial Group
Providence,
Rhode Island
|
$636K
|
-$27.7K
|
-235
|
-4%
|
|
|
520
|
Savant Capital
Rockford,
Illinois
|
$636K
|
+$1.65K
|
+14
|
+0.3%
|
|
|
521
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$631K
|
+$5.78K
|
+49
|
+0.9%
|
|
|
522
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$630K
|
–
|
–
|
–
|
|
|
523
|
Whittier Trust
South Pasadena,
California
|
$629K
|
-$30.7K
|
-260
|
-5%
|
|
|
524
|
Y-Intercept (HK)
Hong Kong
|
$625K
|
-$92.7K
|
-786
|
-13%
|
|
|
525
|
Hutner Capital Management
Manchester,
Vermont
|
$624K
|
-$19.7K
|
-167
|
-3%
|
|
