|
526
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$305K
|
–
|
–
|
–
|
|
|
527
|
BOK Financial Private Wealth
Denver,
Colorado
|
$305K
|
+$295K
|
+1,071
|
New
|
|
|
528
|
Freestone Capital Holdings
Seattle,
Washington
|
$304K
|
+$5.51K
|
+20
|
+2%
|
|
|
529
|
Cadinha & Co
Honolulu,
Hawaii
|
$302K
|
+$25.6K
|
+93
|
+10%
|
|
|
530
|
BOK Financial
Tulsa,
Oklahoma
|
$300K
|
–
|
–
|
–
|
|
|
531
|
Keeley-Teton Advisors
Chicago,
Illinois
|
$299K
|
–
|
–
|
–
|
|
|
532
|
Gables Capital Management
Miami,
Florida
|
$298K
|
-$8.27K
|
-30
|
-3%
|
|
|
533
|
Alesco Advisors
Pittsford,
New York
|
$298K
|
–
|
–
|
–
|
|
|
534
|
Evolution Wealth Advisors
Aventura,
Florida
|
$298K
|
+$161K
|
+585
|
+127%
|
|
|
535
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$296K
|
–
|
–
|
–
|
|
|
536
|
Atlas Private Wealth Management
Albany,
New York
|
$296K
|
+$286K
|
+1,039
|
New
|
|
|
537
|
Successful Portfolios
Clearwater,
Florida
|
$294K
|
–
|
–
|
–
|
|
|
538
|
Clare Market Investments
Dallas,
Texas
|
$294K
|
+$284K
|
+1,030
|
New
|
|
|
539
|
Carret Asset Management
New York
|
$292K
|
–
|
–
|
–
|
|
|
540
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$292K
|
+$5.51K
|
+20
|
+2%
|
|
|
541
|
Bay Colony Advisors
Concord,
Massachusetts
|
$287K
|
-$41.1K
|
-149
|
-13%
|
|
|
542
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$285K
|
–
|
–
|
–
|
|
|
543
|
Windham Capital Management
Boston,
Massachusetts
|
$285K
|
–
|
–
|
–
|
|
|
544
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
$285K
|
+$276
|
+1
|
+0.1%
|
|
|
545
|
Sonata Capital Group
Seattle,
Washington
|
$285K
|
+$68.9K
|
+250
|
+33%
|
|
|
546
|
Horizon Bancorp
Michigan City,
Indiana
|
$285K
|
+$276K
|
+1,000
|
New
|
|
|
547
|
Wealthsimple US
Brooklyn,
New York
|
$285K
|
+$276K
|
+1,000
|
New
|
|
|
548
|
Weaver Consulting Group
Huntington Beach,
California
|
$280K
|
+$24.8K
|
+90
|
+9%
|
|
|
549
|
Silicon Valley Capital Partners
San Jose,
California
|
$278K
|
+$1.38K
|
+5
|
+0.5%
|
|
|
550
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$277K
|
-$78.2K
|
-284
|
-23%
|
|
