|
301
|
Lavaca Capital
Houston,
Texas
|
$2.73M
|
–
|
–
|
–
|
|
|
302
|
Windsor Advisory Group
Columbus,
Ohio
|
$2.72M
|
–
|
–
|
–
|
|
|
303
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$2.68M
|
+$2.71M
|
+101,730
|
New
|
|
|
304
|
Doliver Advisors
Houston,
Texas
|
$2.67M
|
+$49.3K
|
+1,850
|
+2%
|
|
|
305
|
Horizon Kinetics Asset Management
New York
|
$2.67M
|
-$16.5K
|
-618
|
-0.6%
|
|
|
306
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$2.66M
|
–
|
–
|
–
|
|
|
307
|
|
$2.66M
|
–
|
–
|
–
|
|
|
308
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$2.64M
|
+$29.5K
|
+1,108
|
+1%
|
|
|
309
|
Joel Isaacson & Co
New York
|
$2.64M
|
+$31.2K
|
+1,170
|
+1%
|
|
|
310
|
Canal Insurance Company
Greenville,
South Carolina
|
$2.63M
|
–
|
–
|
–
|
|
|
311
|
W.H. Reaves & Co
Jersey City,
New Jersey
|
$2.63M
|
+$2.66M
|
+100,000
|
New
|
|
|
312
|
Valeo Financial Advisors
Carmel,
Indiana
|
$2.62M
|
-$73.1K
|
-2,745
|
-3%
|
|
|
313
|
Wealthspire Advisors (New York)
New York
|
$2.61M
|
+$77K
|
+2,890
|
+3%
|
|
|
314
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.6M
|
+$360K
|
+13,507
|
+16%
|
|
|
315
|
Curi RMB Capital
Chicago,
Illinois
|
$2.59M
|
+$127K
|
+4,782
|
+5%
|
|
|
316
|
TD Private Client Wealth
New York
|
$2.54M
|
-$102K
|
-3,832
|
-4%
|
|
|
317
|
Cobblestone Capital Advisors
Rochester,
New York
|
$2.54M
|
+$346
|
+13
|
+0%
|
|
|
318
|
AlphaQ Advisors
Winter Park,
Florida
|
$2.52M
|
-$1.35M
|
-50,802
|
-35%
|
|
|
319
|
MONECO Advisors
Fairfield,
Connecticut
|
$2.51M
|
+$2.05M
|
+76,880
|
+419%
|
|
|
320
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$2.5M
|
+$2.53M
|
+95,062
|
New
|
|
|
321
|
Osterweis Capital Management
San Francisco,
California
|
$2.5M
|
-$7.07M
|
-265,384
|
-74%
|
|
|
322
|
Neville Rodie & Shaw
New York
|
$2.49M
|
-$137K
|
-5,143
|
-5%
|
|
|
323
|
Chesley Taft & Associates
Chicago,
Illinois
|
$2.49M
|
+$2.52M
|
+94,500
|
New
|
|
|
324
|
&Partners
Nashville,
Tennessee
|
$2.48M
|
+$2.3M
|
+86,208
|
+1,114%
|
|
|
325
|
Concurrent Investment Advisors
Tampa,
Florida
|
$2.47M
|
+$2.5M
|
+93,841
|
New
|
|
