|
501
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$950K
|
–
|
–
|
–
|
|
|
502
|
MGO One Seven
Beachwood,
Ohio
|
$949K
|
+$10.1K
|
+76
|
+1%
|
|
|
503
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$948K
|
+$70.1K
|
+525
|
+8%
|
|
|
504
|
NEOS Investment Management
Westport,
Connecticut
|
$932K
|
+$368K
|
+2,753
|
+69%
|
|
|
505
|
Concurrent Investment Advisors
Tampa,
Florida
|
$927K
|
+$115K
|
+862
|
+15%
|
|
|
506
|
Farmers Trust Company
Youngstown,
Ohio
|
$926K
|
–
|
–
|
–
|
|
|
507
|
Appleton Partners
Boston,
Massachusetts
|
$923K
|
-$43K
|
-322
|
-5%
|
|
|
508
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$923K
|
+$290K
|
+2,173
|
+48%
|
|
|
509
|
Profund Advisors
Bethesda,
Maryland
|
$917K
|
+$47.3K
|
+354
|
+6%
|
|
|
510
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$914K
|
–
|
–
|
–
|
|
|
511
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$914K
|
+$1.07K
|
+8
|
+0.1%
|
|
|
512
|
Prospera Financial Services
Dallas,
Texas
|
$914K
|
+$113K
|
+849
|
+15%
|
|
|
513
|
Cross Staff Investments
Pittsford,
New York
|
$910K
|
–
|
–
|
–
|
|
|
514
|
Balentine LLC
Atlanta,
Georgia
|
$907K
|
-$200K
|
-1,497
|
-19%
|
|
|
515
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$901K
|
-$270K
|
-2,024
|
-24%
|
|
|
516
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$896K
|
+$935
|
+7
|
+0.1%
|
|
|
517
|
Circle Wealth Management
Summit,
New Jersey
|
$895K
|
+$90.5K
|
+678
|
+12%
|
|
|
518
|
Jefferies Financial Group
New York
|
$884K
|
+$851K
|
+6,375
|
New
|
|
|
519
|
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
|
$881K
|
–
|
–
|
–
|
|
|
520
|
Meyer Handelman Company
Rye Brook,
New York
|
$879K
|
-$93.5K
|
-700
|
-10%
|
|
|
521
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$863K
|
+$13.6K
|
+102
|
+2%
|
|
|
522
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$861K
|
+$818K
|
+6,128
|
New
|
|
|
523
|
Argent Trust Co
Nashville,
Tennessee
|
$859K
|
–
|
–
|
–
|
|
|
524
|
Key Financial Inc
West Chester,
Pennsylvania
|
$854K
|
–
|
–
|
–
|
|
|
525
|
Parsons Capital Management
Providence,
Rhode Island
|
$854K
|
+$2.14K
|
+16
|
+0.3%
|
|
