|
1401
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$1.38M
|
+$14.1K
|
+323
|
+1%
|
|
|
1402
|
Alta Capital Management
Salt Lake City,
Utah
|
$1.38M
|
-$466K
|
-10,664
|
-25%
|
|
|
1403
|
Palo Capital
Newport Beach,
California
|
$1.37M
|
+$17.8K
|
+407
|
+1%
|
|
|
1404
|
Pitcairn
Conshohocken,
Pennsylvania
|
$1.37M
|
-$38.5K
|
-880
|
-3%
|
|
|
1405
|
Sawyer & Company
Boston,
Massachusetts
|
$1.37M
|
–
|
–
|
–
|
|
|
1406
|
Mission Wealth Management
Santa Barbara,
California
|
$1.37M
|
+$299K
|
+6,836
|
+27%
|
|
|
1407
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.36M
|
-$148K
|
-3,389
|
-10%
|
|
|
1408
|
|
$1.35M
|
-$655
|
-15
|
-0%
|
|
|
1409
|
SimplyRich
Carlsbad,
California
|
$1.35M
|
–
|
–
|
–
|
|
|
1410
|
Evergreen Capital Management
Bellevue,
Washington
|
$1.35M
|
-$198K
|
-4,534
|
-13%
|
|
|
1411
|
|
$1.34M
|
-$8.74K
|
-200
|
-0.6%
|
|
|
1412
|
CIBC Bank USA
Chicago,
Illinois
|
$1.34M
|
+$30.8K
|
+704
|
+2%
|
|
|
1413
|
Cynosure Advisors
Salt Lake City,
Utah
|
$1.33M
|
-$43.5K
|
-996
|
-3%
|
|
|
1414
|
Edgewood Management
Greenwich,
Connecticut
|
$1.33M
|
–
|
–
|
–
|
|
|
1415
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$1.33M
|
+$24.4K
|
+558
|
+2%
|
|
|
1416
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.33M
|
-$181K
|
-4,140
|
-12%
|
|
|
1417
|
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
$1.32M
|
-$21.8K
|
-500
|
-2%
|
|
|
1418
|
Westside Investment Management
Santa Monica,
California
|
$1.32M
|
+$41.5K
|
+950
|
+3%
|
|
|
1419
|
St. Johns Investment Management
Jacksonville,
Florida
|
$1.32M
|
-$15.3K
|
-350
|
-1%
|
|
|
1420
|
CX Institutional
Auburn,
Indiana
|
$1.32M
|
+$1.34M
|
+30,648
|
New
|
|
|
1421
|
Choreo LLC
Rockford,
Illinois
|
$1.32M
|
-$457K
|
-10,449
|
-25%
|
|
|
1422
|
L.J. Altfest & Co
New York
|
$1.32M
|
-$51.6K
|
-1,181
|
-4%
|
|
|
1423
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$1.31M
|
–
|
–
|
–
|
|
|
1424
|
Holt Capital Partners
Fort Worth,
Texas
|
$1.31M
|
-$26.7K
|
-610
|
-2%
|
|
|
1425
|
Vaughan Nelson Investment Management
Houston,
Texas
|
$1.31M
|
–
|
–
|
–
|
|
