|
1876
|
WMS Partners
Towson,
Maryland
|
$239K
|
-$2.53K
|
-11
|
-1%
|
|
|
1877
|
Parcion Private Wealth
Bellevue,
Washington
|
$239K
|
+$8.75K
|
+38
|
+3%
|
|
|
1878
|
Financial Advisors Network
Tustin,
California
|
$237K
|
+$42.1K
|
+183
|
+20%
|
|
|
1879
|
McLean Asset Management
Tysons,
Virginia
|
$235K
|
+$4.37K
|
+19
|
+2%
|
|
|
1880
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$235K
|
+$6.67K
|
+29
|
+3%
|
|
|
1881
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$234K
|
-$54.3K
|
-236
|
-18%
|
|
|
1882
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
$234K
|
–
|
–
|
–
|
|
|
1883
|
Regent Investment Management
Louisville,
Kentucky
|
$232K
|
–
|
–
|
–
|
|
|
1884
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$232K
|
+$251K
|
+1,089
|
New
|
|
|
1885
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$231K
|
-$60.5K
|
-263
|
-19%
|
|
|
1886
|
Unio Capital
Princeton,
New Jersey
|
$231K
|
–
|
–
|
–
|
|
|
1887
|
Farr Miller & Washington
Washington,
District of Columbia
|
$230K
|
+$249K
|
+1,080
|
New
|
|
|
1888
|
Trivium Point Advisory
Westport,
Connecticut
|
$229K
|
-$7.13K
|
-31
|
-3%
|
|
|
1889
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$228K
|
-$236K
|
-1,024
|
-49%
|
|
|
1890
|
Gray Wealth Management
Bangor,
Maine
|
$228K
|
+$3.91K
|
+17
|
+2%
|
|
|
1891
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$227K
|
–
|
–
|
–
|
|
|
1892
|
Moody National Bank Trust Division
Galveston,
Texas
|
$226K
|
-$90.5K
|
-393
|
-27%
|
|
|
1893
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$226K
|
+$3.45K
|
+15
|
+1%
|
|
|
1894
|
PRW Wealth Management
Quincy,
Massachusetts
|
$226K
|
+$245K
|
+1,064
|
New
|
|
|
1895
|
Constitution Capital
Shelton,
Connecticut
|
$226K
|
+$245K
|
+1,065
|
New
|
|
|
1896
|
Claro Advisors
Boston,
Massachusetts
|
$225K
|
+$230
|
+1
|
+0.1%
|
|
|
1897
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$224K
|
+$242K
|
+1,051
|
New
|
|
|
1898
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$223K
|
-$399K
|
-1,733
|
-62%
|
|
|
1899
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$223K
|
-$145K
|
-632
|
-38%
|
|
|
1900
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$223K
|
-$139K
|
-602
|
-37%
|
|
