|
801
|
Venturi Wealth Management
Austin,
Texas
|
$244K
|
+$33K
|
+948
|
+17%
|
|
|
802
|
Alpha Capital Management
Austin,
Texas
|
$242K
|
–
|
–
|
–
|
|
|
803
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$242K
|
–
|
–
|
–
|
|
|
804
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$241K
|
-$17.4K
|
-500
|
-7%
|
|
|
805
|
SeaCrest Wealth Management
Purchase,
New York
|
$241K
|
+$229K
|
+6,560
|
New
|
|
|
806
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$239K
|
+$226K
|
+6,496
|
New
|
|
|
807
|
CIC Wealth
Rockville,
Maryland
|
$238K
|
-$65.5K
|
-1,880
|
-22%
|
|
|
808
|
Advisory Research
Chicago,
Illinois
|
$238K
|
+$226K
|
+6,488
|
New
|
|
|
809
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$236K
|
+$224K
|
+6,420
|
New
|
|
|
810
|
Executive Wealth Management
Brighton,
Michigan
|
$235K
|
–
|
–
|
–
|
|
|
811
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$235K
|
+$137K
|
+3,940
|
+161%
|
|
|
812
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$234K
|
-$7.94K
|
-228
|
-3%
|
|
|
813
|
Ostrum Asset Management
Paris,
France
|
$233K
|
+$139
|
+4
|
+0.1%
|
|
|
814
|
Sciencast Management
Princeton,
New Jersey
|
$229K
|
+$219K
|
+6,292
|
New
|
|
|
815
|
IHT Wealth Management
Chicago,
Illinois
|
$226K
|
-$118K
|
-3,388
|
-35%
|
|
|
816
|
Menard Financial Group
Houston,
Texas
|
$226K
|
–
|
–
|
–
|
|
|
817
|
First Foundation Advisors
Irvine,
California
|
$225K
|
+$214K
|
+6,128
|
New
|
|
|
818
|
ICICI Prudential Asset Management
Mumbai,
India
|
$224K
|
+$17.6K
|
+504
|
+9%
|
|
|
819
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$223K
|
–
|
–
|
–
|
|
|
820
|
|
$222K
|
+$210K
|
+6,040
|
New
|
|
|
821
|
WD Rutherford
Portland,
Oregon
|
$221K
|
–
|
–
|
–
|
|
|
822
|
VitalStone Financial
Shavano Park,
Texas
|
$221K
|
+$196K
|
+5,632
|
+570%
|
|
|
823
|
Donor Advised Charitable Giving
San Francisco,
California
|
$220K
|
–
|
–
|
–
|
|
|
824
|
Alpha Square Group S
New York
|
$220K
|
+$209K
|
+6,000
|
New
|
|
|
825
|
UniSuper Management
Melbourne, Victoria,
Australia
|
$220K
|
+$209K
|
+6,000
|
New
|
|
