|
701
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$244K
|
–
|
–
|
–
|
|
|
702
|
Verition Fund Management
Greenwich,
Connecticut
|
$244K
|
+$247K
|
+8,029
|
New
|
|
|
703
|
Peak Financial Management
Wellesley,
Massachusetts
|
$242K
|
+$1.14K
|
+37
|
+0.5%
|
|
|
704
|
AllSquare Wealth Management
Albany,
New York
|
$242K
|
+$6.14K
|
+200
|
+3%
|
|
|
705
|
Blue Fin Capital
Warren,
Rhode Island
|
$241K
|
-$366K
|
-11,918
|
-60%
|
|
|
706
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$241K
|
+$11.1K
|
+361
|
+5%
|
|
|
707
|
Schnieders Capital Management
Pasadena,
California
|
$240K
|
+$242K
|
+7,885
|
New
|
|
|
708
|
MAI Capital Management
Independence,
Ohio
|
$238K
|
-$9.43K
|
-307
|
-4%
|
|
|
709
|
Mraz Amerine & Associates
Modesto,
California
|
$238K
|
–
|
–
|
–
|
|
|
710
|
World Investment Advisors
Santa Barbara,
California
|
$235K
|
+$212K
|
+6,912
|
New
|
|
|
711
|
CFM Wealth Partners
Austin,
Texas
|
$234K
|
-$77.9K
|
-2,534
|
-25%
|
|
|
712
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$233K
|
-$25.6K
|
-832
|
-10%
|
|
|
713
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$233K
|
+$234K
|
+7,603
|
New
|
|
|
714
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$232K
|
-$952
|
-31
|
-0.4%
|
|
|
715
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$232K
|
+$234K
|
+7,614
|
New
|
|
|
716
|
Horizon Kinetics Asset Management
New York
|
$231K
|
+$233K
|
+7,597
|
New
|
|
|
717
|
Freedom Investment Management
Hartford,
Connecticut
|
$230K
|
-$25.2K
|
-819
|
-10%
|
|
|
718
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$229K
|
-$37.9K
|
-1,233
|
-14%
|
|
|
719
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$229K
|
+$60.5K
|
+1,970
|
+35%
|
|
|
720
|
Fisher Asset Management
Camas,
Washington
|
$229K
|
+$231K
|
+7,518
|
New
|
|
|
721
|
SVB Wealth
Boston,
Massachusetts
|
$227K
|
-$20.5K
|
-666
|
-8%
|
|
|
722
|
Kore Private Wealth
New York
|
$227K
|
-$11K
|
-358
|
-5%
|
|
|
723
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$225K
|
+$2.15K
|
+70
|
+1%
|
|
|
724
|
TCTC Holdings
Dallas,
Texas
|
$222K
|
-$164K
|
-5,342
|
-42%
|
|
|
725
|
Cerity Partners OCIO
New York
|
$222K
|
-$1.23K
|
-40
|
-0.5%
|
|
