|
326
|
Forum Financial Management
Lombard,
Illinois
|
$246K
|
–
|
–
|
–
|
|
|
327
|
Maverick Capital
Dallas,
Texas
|
$246K
|
+$18.9K
|
+133
|
+8%
|
|
|
328
|
McDaniel Terry & Co
Austin,
Texas
|
$242K
|
-$10.4K
|
-73
|
-4%
|
|
|
329
|
LGT Group Foundation
Vaduz,
Liechtenstein
|
$241K
|
–
|
–
|
–
|
|
|
330
|
Prospera Financial Services
Dallas,
Texas
|
$239K
|
+$254K
|
+1,789
|
New
|
|
|
331
|
Eudaimonia Partners
Winchester,
Tennessee
|
$235K
|
–
|
–
|
–
|
|
|
332
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$231K
|
–
|
–
|
–
|
|
|
333
|
Seven Eight Capital
New York
|
$223K
|
+$15.6K
|
+110
|
+7%
|
|
|
334
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$221K
|
-$73.4K
|
-516
|
-24%
|
|
|
335
|
BOK Financial Private Wealth
Denver,
Colorado
|
$218K
|
–
|
–
|
–
|
|
|
336
|
Boston Financial Management
Boston,
Massachusetts
|
$217K
|
–
|
–
|
–
|
|
|
337
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$216K
|
+$230K
|
+1,616
|
New
|
|
|
338
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$215K
|
–
|
–
|
–
|
|
|
339
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$215K
|
-$19.8K
|
-139
|
-7%
|
|
|
340
|
Personal CFO Solutions
Chester,
New Jersey
|
$213K
|
+$227K
|
+1,595
|
New
|
|
|
341
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$213K
|
+$426
|
+3
|
+0.2%
|
|
|
342
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$211K
|
–
|
–
|
–
|
|
|
343
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$209K
|
+$3.84K
|
+27
|
+2%
|
|
|
344
|
|
$209K
|
-$184K
|
-1,294
|
-45%
|
|
|
345
|
GW & Wade
Wellesley,
Massachusetts
|
$207K
|
+$220K
|
+1,545
|
New
|
|
|
346
|
Americana Partners
Houston,
Texas
|
$201K
|
-$33.3K
|
-234
|
-13%
|
|
|
347
|
|
$201K
|
–
|
–
|
–
|
|
|
348
|
Tevis Investment Management
Plano,
Texas
|
$200K
|
+$1.42K
|
+10
|
+0.7%
|
|
|
349
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$127K
|
+$135K
|
+952
|
New
|
|
|
350
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$122K
|
+$24.3K
|
+171
|
+23%
|
|
