|
776
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$231K
|
+$219K
|
+1,225
|
New
|
|
|
777
|
Evercore Wealth Management
New York
|
$229K
|
-$38.6K
|
-216
|
-15%
|
|
|
778
|
Quantamental Technologies
White Plains,
New York
|
$228K
|
+$216K
|
+1,208
|
New
|
|
|
779
|
Fosun International
Hong Kong,
China
|
$228K
|
+$219K
|
+1,227
|
New
|
|
|
780
|
Disciplined Investments
Tulsa,
Oklahoma
|
$226K
|
–
|
–
|
–
|
|
|
781
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$226K
|
+$213K
|
+1,194
|
New
|
|
|
782
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$224K
|
+$212K
|
+1,187
|
New
|
|
|
783
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$224K
|
+$212K
|
+1,187
|
New
|
|
|
784
|
|
$222K
|
-$3.57K
|
-20
|
-2%
|
|
|
785
|
Parametrica Management
Wanchai,
Hong Kong
|
$221K
|
+$209K
|
+1,169
|
New
|
|
|
786
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$221K
|
+$210K
|
+1,173
|
New
|
|
|
787
|
Circle Wealth Management
Summit,
New Jersey
|
$220K
|
+$208K
|
+1,165
|
New
|
|
|
788
|
1776 Wealth
Atlanta,
Georgia
|
$219K
|
-$249K
|
-1,391
|
-54%
|
|
|
789
|
WesBanco Bank
Wheeling,
West Virginia
|
$216K
|
+$204K
|
+1,142
|
New
|
|
|
790
|
Ballentine Partners
Waltham,
Massachusetts
|
$214K
|
+$202K
|
+1,132
|
New
|
|
|
791
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$214K
|
+$203K
|
+1,136
|
New
|
|
|
792
|
Belpointe Asset Management
Reno,
Nevada
|
$211K
|
+$14.7K
|
+82
|
+8%
|
|
|
793
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$210K
|
-$43.2K
|
-242
|
-18%
|
|
|
794
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$208K
|
+$197K
|
+1,100
|
New
|
|
|
795
|
Financial Advocates Investment Management
Olympia,
Washington
|
$208K
|
+$197K
|
+1,103
|
New
|
|
|
796
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$206K
|
+$195K
|
+1,092
|
New
|
|
|
797
|
Global Thematic Partners
New York
|
$205K
|
-$17M
|
-94,991
|
-99%
|
|
|
798
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$202K
|
+$190K
|
+1,065
|
New
|
|
|
799
|
One Capital Management
Westlake Village,
California
|
$201K
|
-$116K
|
-650
|
-38%
|
|
|
800
|
Carlson Capital Management
Northfield,
Minnesota
|
$200K
|
+$189K
|
+1,055
|
New
|
|
