|
751
|
YorkBridge Wealth Partners
New York
|
$25K
|
–
|
–
|
–
|
|
|
752
|
Bollard Group
Boston,
Massachusetts
|
$25K
|
+$136
|
+1
|
+0.5%
|
|
|
753
|
Gemmer Asset Management
Walnut Creek,
California
|
$23K
|
–
|
–
|
–
|
|
|
754
|
|
$23K
|
–
|
–
|
–
|
|
|
755
|
Vigilant Capital Management
Portland,
Maine
|
$23K
|
+$14.9K
|
+110
|
+167%
|
|
|
756
|
New Capital Management
Houston,
Texas
|
$22K
|
–
|
–
|
–
|
|
|
757
|
Claro Advisors
Boston,
Massachusetts
|
$22K
|
+$20.2K
|
+149
|
New
|
|
|
758
|
Pacer Advisors
Malvern,
Pennsylvania
|
$21K
|
-$1.63M
|
-11,993
|
-99%
|
|
|
759
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$21K
|
+$22.3K
|
+164
|
New
|
|
|
760
|
Ruggie Capital Group
Tavares,
Florida
|
$20K
|
+$5.03K
|
+37
|
+31%
|
|
|
761
|
Wealthspire Advisors (New York)
New York
|
$20K
|
+$21.2K
|
+156
|
New
|
|
|
762
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$19K
|
+$19.4K
|
+143
|
New
|
|
|
763
|
Moody National Bank Trust Division
Galveston,
Texas
|
$19K
|
+$19.6K
|
+144
|
New
|
|
|
764
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$18K
|
-$10.1K
|
-74
|
-35%
|
|
|
765
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$18K
|
–
|
–
|
–
|
|
|
766
|
Berman Capital Advisors
Atlanta,
Georgia
|
$18K
|
+$19.7K
|
+145
|
New
|
|
|
767
|
West Oak Capital
Westlake Village,
California
|
$17.2K
|
–
|
–
|
–
|
|
|
768
|
Kore Private Wealth
New York
|
$17K
|
+$18.2K
|
+134
|
New
|
|
|
769
|
West Paces Advisors
Atlanta,
Georgia
|
$16.7K
|
–
|
–
|
–
|
|
|
770
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$16K
|
-$13.6K
|
-100
|
-45%
|
|
|
771
|
Legacy Financial Advisors
Covington,
Kentucky
|
$16K
|
+$1.22K
|
+9
|
+8%
|
|
|
772
|
Global Retirement Partners
San Rafael,
California
|
$16K
|
+$6.79K
|
+50
|
+71%
|
|
|
773
|
Archford Capital Strategies
Swansea,
Illinois
|
$15K
|
–
|
–
|
–
|
|
|
774
|
Lloyds Banking Group
London,
United Kingdom
|
$15K
|
–
|
–
|
–
|
|
|
775
|
Tarbox Family Office
Newport Beach,
California
|
$15K
|
–
|
–
|
–
|
|
