|
201
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.74M
|
+$393K
|
+11,478
|
+28%
|
|
|
202
|
Helen Stephens Group
Fort Worth,
Texas
|
$1.73M
|
–
|
–
|
–
|
|
|
203
|
EP Wealth Advisors
Torrance,
California
|
$1.71M
|
+$1.32M
|
+38,594
|
New
|
|
|
204
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1.68M
|
-$70.2K
|
-2,051
|
-4%
|
|
|
205
|
KM Capital Management
Austin,
Texas
|
$1.67M
|
-$1.02M
|
-29,668
|
-37%
|
|
|
206
|
Warwick Investment Management
Bryan,
Texas
|
$1.65M
|
+$7.67K
|
+224
|
+0.5%
|
|
|
207
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.64M
|
-$83.5K
|
-2,440
|
-5%
|
|
|
208
|
Basso Capital Management
Stamford,
Connecticut
|
$1.63M
|
-$112K
|
-3,268
|
-6%
|
|
|
209
|
Caprock Group
Boise,
Idaho
|
$1.62M
|
+$553K
|
+16,151
|
+50%
|
|
|
210
|
Equitable Holdings
New York
|
$1.58M
|
+$112K
|
+3,262
|
+7%
|
|
|
211
|
TAGStone Capital
Charlotte,
North Carolina
|
$1.56M
|
–
|
–
|
–
|
|
|
212
|
25 LLC
St. Louis,
Missouri
|
$1.55M
|
+$1.61M
|
+46,970
|
New
|
|
|
213
|
Fidelity Investments
Boston,
Massachusetts
|
$1.53M
|
-$542K
|
-15,825
|
-26%
|
|
|
214
|
Cordant Inc
Portland,
Oregon
|
$1.53M
|
+$304K
|
+8,892
|
+24%
|
|
|
215
|
Stone Summit Wealth
Miami,
Florida
|
$1.53M
|
–
|
–
|
–
|
|
|
216
|
Running Point Capital Advisors
El Segundo,
California
|
$1.51M
|
-$7.6K
|
-222
|
-0.5%
|
|
|
217
|
Annapolis Financial Services
Annapolis,
Maryland
|
$1.51M
|
-$132K
|
-3,845
|
-8%
|
|
|
218
|
Applied Capital
Little Rock,
Arkansas
|
$1.5M
|
-$202K
|
-5,911
|
-12%
|
|
|
219
|
RAM Investment Partners
Bellevue,
Washington
|
$1.49M
|
-$1.71K
|
-50
|
-0.1%
|
|
|
220
|
Aviance Capital Partners
Naples,
Florida
|
$1.48M
|
+$36.9K
|
+1,078
|
+2%
|
|
|
221
|
PFG Advisors
Phoenix,
Arizona
|
$1.48M
|
+$1.51M
|
+44,226
|
New
|
|
|
222
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$1.47M
|
-$7.77K
|
-227
|
-0.5%
|
|
|
223
|
Bank of America
Charlotte,
North Carolina
|
$1.44M
|
+$1.4M
|
+40,848
|
+1,852%
|
|
|
224
|
William Blair & Company
Chicago,
Illinois
|
$1.43M
|
+$5.85K
|
+171
|
+0.4%
|
|
|
225
|
Tarbox Family Office
Newport Beach,
California
|
$1.41M
|
–
|
–
|
–
|
|
