|
851
|
Capitol Family Office
Beaverton,
Oregon
|
$318K
|
–
|
–
|
–
|
|
|
852
|
InTrack Investment Management
South Burlington,
Vermont
|
$317K
|
+$308K
|
+2,300
|
New
|
|
|
853
|
Seneca House Advisors
Richmond,
Virginia
|
$317K
|
–
|
–
|
–
|
|
|
854
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$313K
|
-$85.4K
|
-637
|
-22%
|
|
|
855
|
Steinberg Asset Management
New York
|
$312K
|
-$1.5M
|
-11,182
|
-83%
|
|
|
856
|
Chesapeake Asset Management
New York
|
$310K
|
+$938
|
+7
|
+0.3%
|
|
|
857
|
Transcend Capital Advisors
Madison,
New Jersey
|
$310K
|
+$301K
|
+2,245
|
New
|
|
|
858
|
SimplyRich
Carlsbad,
California
|
$308K
|
–
|
–
|
–
|
|
|
859
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$307K
|
+$298K
|
+2,225
|
New
|
|
|
860
|
Forum Financial Management
Lombard,
Illinois
|
$305K
|
+$4.83K
|
+36
|
+2%
|
|
|
861
|
Level Four Advisory Services
Dallas,
Texas
|
$304K
|
+$296K
|
+2,206
|
New
|
|
|
862
|
Csenge Advisory Group
Clearwater,
Florida
|
$304K
|
+$23.7K
|
+177
|
+9%
|
|
|
863
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$303K
|
+$67K
|
+500
|
+29%
|
|
|
864
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$302K
|
+$293K
|
+2,187
|
New
|
|
|
865
|
Pzena Investment Management
New York
|
$302K
|
-$81.9K
|
-611
|
-22%
|
|
|
866
|
Symphony Financial
Houston,
Texas
|
$300K
|
+$1.07K
|
+8
|
+0.4%
|
|
|
867
|
Enzi Wealth
Austin,
Texas
|
$300K
|
–
|
–
|
–
|
|
|
868
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$300K
|
+$291K
|
+2,172
|
New
|
|
|
869
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$299K
|
-$35.9K
|
-268
|
-11%
|
|
|
870
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$299K
|
+$290K
|
+2,165
|
New
|
|
|
871
|
Holland Advisory Services
Ormond Beach,
Florida
|
$297K
|
+$289K
|
+2,157
|
New
|
|
|
872
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$297K
|
+$24.8K
|
+185
|
+9%
|
|
|
873
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$295K
|
+$287K
|
+2,139
|
New
|
|
|
874
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$294K
|
+$286K
|
+2,135
|
New
|
|
|
875
|
Allred Capital Management
Dallas,
Texas
|
$294K
|
+$13.5K
|
+101
|
+5%
|
|
