|
651
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$366K
|
+$22.1K
|
+169
|
+6%
|
|
|
652
|
BCO Wealth Management
Carlsbad,
New Mexico
|
$366K
|
+$365K
|
+2,785
|
New
|
|
|
653
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$362K
|
-$4.58K
|
-35
|
-1%
|
|
|
654
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$355K
|
+$27.6K
|
+211
|
+8%
|
|
|
655
|
Yorktown Management & Research Company
Forest,
Virginia
|
$354K
|
-$105K
|
-800
|
-23%
|
|
|
656
|
Blueshift Asset Management
Red Bank,
New Jersey
|
$354K
|
-$298K
|
-2,276
|
-46%
|
|
|
657
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$347K
|
+$110K
|
+840
|
+47%
|
|
|
658
|
Stephens Inc
Little Rock,
Arkansas
|
$347K
|
–
|
–
|
–
|
|
|
659
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$346K
|
-$5.63K
|
-43
|
-2%
|
|
|
660
|
Perigon Wealth Management
San Francisco,
California
|
$345K
|
+$47.7K
|
+364
|
+17%
|
|
|
661
|
Advisor OS
Chicago,
Illinois
|
$343K
|
-$2.07M
|
-15,810
|
-86%
|
|
|
662
|
ProVise Management Group
Clearwater,
Florida
|
$343K
|
–
|
–
|
–
|
|
|
663
|
Evernest Financial Advisors
Carmel,
Indiana
|
$342K
|
–
|
–
|
–
|
|
|
664
|
Construction & Building Unions Superannuation Fund
Melbourne,
Australia
|
$341K
|
+$340K
|
+2,600
|
New
|
|
|
665
|
MJP Associates
Farmington,
Connecticut
|
$335K
|
-$688K
|
-5,251
|
-67%
|
|
|
666
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$335K
|
+$301K
|
+2,298
|
+901%
|
|
|
667
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$335K
|
-$84.8K
|
-648
|
-20%
|
|
|
668
|
Yeomans Consulting Group
Marietta,
Georgia
|
$333K
|
+$332K
|
+2,533
|
New
|
|
|
669
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$323K
|
+$322K
|
+2,463
|
New
|
|
|
670
|
GHP Investment Advisors
Denver,
Colorado
|
$322K
|
–
|
–
|
–
|
|
|
671
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$322K
|
–
|
–
|
–
|
|
|
672
|
Checchi Capital Advisers
Beverly Hills,
California
|
$321K
|
-$4.84K
|
-37
|
-1%
|
|
|
673
|
CoreCap Advisors
Southfield,
Michigan
|
$318K
|
+$317K
|
+2,422
|
New
|
|
|
674
|
The Family Firm
Bethesda,
Maryland
|
$315K
|
–
|
–
|
–
|
|
|
675
|
Howard Capital Management
Roswell,
Georgia
|
$315K
|
+$14.1K
|
+108
|
+5%
|
|
