|
626
|
Connectus Wealth
Cincinnati,
Ohio
|
$5M
|
+$4.7M
|
+80,107
|
New
|
|
|
627
|
|
$4.99M
|
+$4.69M
|
+79,987
|
New
|
|
|
628
|
Legacy Capital Partners
Milwaukee,
Wisconsin
|
$4.95M
|
-$104K
|
-1,765
|
-2%
|
|
|
629
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$4.93M
|
+$1.41M
|
+24,009
|
+44%
|
|
|
630
|
Argyle Capital Management
Center Valley,
Pennsylvania
|
$4.92M
|
–
|
–
|
–
|
|
|
631
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$4.92M
|
-$474K
|
-8,075
|
-9%
|
|
|
632
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$4.9M
|
-$64.5K
|
-1,100
|
-1%
|
|
|
633
|
Callahan Advisors
Houston,
Texas
|
$4.89M
|
-$1.75M
|
-29,813
|
-28%
|
|
|
634
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$4.87M
|
-$1.91M
|
-32,477
|
-29%
|
|
|
635
|
Edgewood Management
Greenwich,
Connecticut
|
$4.86M
|
+$141K
|
+2,400
|
+3%
|
|
|
636
|
Kanawha Capital Management
Richmond,
Virginia
|
$4.85M
|
+$15.5K
|
+264
|
+0.3%
|
|
|
637
|
Kestra Private Wealth Services
Austin,
Texas
|
$4.84M
|
+$237K
|
+4,046
|
+6%
|
|
|
638
|
PointState Capital
New York
|
$4.83M
|
+$4.55M
|
+77,500
|
New
|
|
|
639
|
Lipe & Dalton
Syracuse,
New York
|
$4.83M
|
+$71.3K
|
+1,216
|
+2%
|
|
|
640
|
Resources Management Corp
West Hartford,
Connecticut
|
$4.82M
|
-$520K
|
-8,869
|
-10%
|
|
|
641
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.79M
|
+$180K
|
+3,063
|
+4%
|
|
|
642
|
Howe & Rusling
Rochester,
New York
|
$4.71M
|
-$1.72M
|
-29,356
|
-28%
|
|
|
643
|
Dean Investment Associates
Beavercreek,
Ohio
|
$4.71M
|
-$148K
|
-2,516
|
-3%
|
|
|
644
|
Pettee Investors
Rowayton,
Connecticut
|
$4.71M
|
+$93.5K
|
+1,594
|
+2%
|
|
|
645
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$4.69M
|
+$440K
|
+7,508
|
+11%
|
|
|
646
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$4.67M
|
+$8.97K
|
+153
|
+0.2%
|
|
|
647
|
Palladium Partners
Norfolk,
Virginia
|
$4.66M
|
-$456K
|
-7,769
|
-9%
|
|
|
648
|
Equitable Holdings
New York
|
$4.65M
|
-$225K
|
-3,844
|
-5%
|
|
|
649
|
Clearstead Advisors
Cleveland,
Ohio
|
$4.62M
|
+$80.3K
|
+1,369
|
+2%
|
|
|
650
|
Evercore Wealth Management
New York
|
$4.61M
|
-$366K
|
-6,238
|
-8%
|
|
