|
2101
|
WD Rutherford
Portland,
Oregon
|
$332K
|
+$329K
|
+3,030
|
New
|
|
|
2102
|
CVA Family Office
Denver,
Colorado
|
$330K
|
–
|
–
|
–
|
|
|
2103
|
BTC Capital Management
Des Moines,
Iowa
|
$329K
|
–
|
–
|
–
|
|
|
2104
|
Prelude Capital Management
New York
|
$328K
|
+$326K
|
+3,000
|
New
|
|
|
2105
|
Cannell & Spears
New York
|
$327K
|
-$30K
|
-276
|
-8%
|
|
|
2106
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$327K
|
–
|
–
|
–
|
|
|
2107
|
Bell Bank
Fargo,
North Dakota
|
$327K
|
+$25.4K
|
+234
|
+8%
|
|
|
2108
|
Lee Financial
Dallas,
Texas
|
$326K
|
–
|
–
|
–
|
|
|
2109
|
Shufro Rose & Co
New York
|
$325K
|
-$39.5K
|
-363
|
-11%
|
|
|
2110
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$325K
|
+$323K
|
+2,972
|
New
|
|
|
2111
|
|
$324K
|
+$293K
|
+2,696
|
New
|
|
|
2112
|
Claro Advisors
Boston,
Massachusetts
|
$321K
|
-$76.1K
|
-700
|
-19%
|
|
|
2113
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$320K
|
–
|
–
|
–
|
|
|
2114
|
|
$318K
|
–
|
–
|
–
|
|
|
2115
|
Ninety One (UK)
London,
United Kingdom
|
$318K
|
–
|
–
|
–
|
|
|
2116
|
|
$318K
|
+$21.4K
|
+197
|
+7%
|
|
|
2117
|
Swift Run Capital Management
Charlottesville,
Virginia
|
$318K
|
+$54.3K
|
+500
|
+21%
|
|
|
2118
|
Ironwood Financial
Tucson,
Arizona
|
$318K
|
+$250K
|
+2,298
|
+377%
|
|
|
2119
|
|
$318K
|
+$316K
|
+2,903
|
New
|
|
|
2120
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$317K
|
+$57.6K
|
+530
|
+22%
|
|
|
2121
|
Clear Creek Financial Management
Silverdale,
Washington
|
$317K
|
+$315K
|
+2,899
|
New
|
|
|
2122
|
Sage Rhino Capital
Menlo Park,
California
|
$316K
|
-$18.2K
|
-167
|
-5%
|
|
|
2123
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$315K
|
–
|
–
|
–
|
|
|
2124
|
Washburn Capital Management
Vero Beach,
Florida
|
$315K
|
+$21.8K
|
+201
|
+8%
|
|
|
2125
|
Point View Wealth Management
Summit,
New Jersey
|
$313K
|
–
|
–
|
–
|
|
