|
526
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$3.08M
|
-$84.9K
|
-927
|
-3%
|
|
|
527
|
Prostatis Group
Hanover,
Maryland
|
$3.08M
|
-$37.6M
|
-410,478
|
-92%
|
|
|
528
|
Aviance Capital Partners
Naples,
Florida
|
$3.08M
|
+$246K
|
+2,689
|
+9%
|
|
|
529
|
|
$3.08M
|
+$758K
|
+8,277
|
+33%
|
|
|
530
|
Bailard
Foster City,
California
|
$3.05M
|
–
|
–
|
–
|
|
|
531
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$3.05M
|
-$2.83M
|
-30,859
|
-48%
|
|
|
532
|
Portfolio Design Labs
Encino,
California
|
$3.05M
|
-$2.3M
|
-25,123
|
-43%
|
|
|
533
|
Curi RMB Capital
Chicago,
Illinois
|
$3.05M
|
+$163K
|
+1,775
|
+6%
|
|
|
534
|
Choate Investment Advisors
Boston,
Massachusetts
|
$3.04M
|
-$1.09M
|
-11,869
|
-26%
|
|
|
535
|
GatePass Capital
Independence,
Ohio
|
$3.04M
|
-$50.8K
|
-555
|
-2%
|
|
|
536
|
Beacon Wealthcare LLC
Raleigh,
North Carolina
|
$3.02M
|
-$610K
|
-6,660
|
-17%
|
|
|
537
|
Kera Capital Partners
San Jose,
California
|
$3M
|
+$2.99M
|
+32,685
|
New
|
|
|
538
|
William Blair & Company
Chicago,
Illinois
|
$2.98M
|
+$905K
|
+9,879
|
+44%
|
|
|
539
|
Capital Group Private Client Services
Los Angeles,
California
|
$2.98M
|
+$2.97M
|
+32,460
|
New
|
|
|
540
|
Charles Schwab
San Francisco,
California
|
$2.95M
|
-$468K
|
-5,111
|
-14%
|
|
|
541
|
Naviter Wealth
Little Rock,
Arkansas
|
$2.93M
|
+$728K
|
+7,946
|
+33%
|
|
|
542
|
Ritholtz Wealth Management
New York
|
$2.93M
|
+$2.92M
|
+31,890
|
New
|
|
|
543
|
Cary Street Partners
Richmond,
Virginia
|
$2.91M
|
+$86K
|
+939
|
+3%
|
|
|
544
|
Bingham Private Wealth
San Francisco,
California
|
$2.89M
|
-$379K
|
-4,138
|
-12%
|
|
|
545
|
Family Management
New York
|
$2.89M
|
-$426K
|
-4,654
|
-13%
|
|
|
546
|
Richmond Investment Services
Mequon,
Wisconsin
|
$2.88M
|
+$1.18M
|
+12,874
|
+70%
|
|
|
547
|
Permanens Capital
New York
|
$2.84M
|
+$1.74M
|
+18,984
|
+158%
|
|
|
548
|
Cascade Financial Partners
San Diego,
California
|
$2.84M
|
+$293K
|
+3,196
|
+12%
|
|
|
549
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$2.82M
|
-$21.4M
|
-233,604
|
-88%
|
|
|
550
|
Delta Investment Management
San Francisco,
California
|
$2.8M
|
-$9.44M
|
-103,042
|
-77%
|
|
