|
601
|
Personal CFO Solutions
Chester,
New Jersey
|
$271K
|
+$34.4K
|
+362
|
+14%
|
|
|
602
|
Allstate Corporation
Northbrook,
Illinois
|
$270K
|
-$2.12M
|
-22,287
|
-88%
|
|
|
603
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$269K
|
-$85.2K
|
-897
|
-23%
|
|
|
604
|
Wealth Science Advisors
Alpharetta,
Georgia
|
$260K
|
-$60.9K
|
-641
|
-18%
|
|
|
605
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$258K
|
-$530K
|
-5,580
|
-66%
|
|
|
606
|
Atomi Financial Group
New York
|
$255K
|
+$47.8K
|
+503
|
+22%
|
|
|
607
|
Oak Harvest Investment Services
Houston,
Texas
|
$253K
|
-$7.2M
|
-75,786
|
-96%
|
|
|
608
|
Ostrum Asset Management
Paris,
France
|
$252K
|
–
|
–
|
–
|
|
|
609
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$251K
|
-$162K
|
-1,702
|
-38%
|
|
|
610
|
VestGen Advisors
Inverness,
Illinois
|
$247K
|
-$99.4K
|
-1,047
|
-28%
|
|
|
611
|
Terril Brothers
St. Louis,
Missouri
|
$246K
|
–
|
–
|
–
|
|
|
612
|
Kingswood Wealth Advisors
San Diego,
California
|
$243K
|
+$45.8K
|
+482
|
+22%
|
|
|
613
|
Mraz Amerine & Associates
Modesto,
California
|
$237K
|
–
|
–
|
–
|
|
|
614
|
Everpar Advisors
Tulsa,
Oklahoma
|
$234K
|
+$244K
|
+2,564
|
New
|
|
|
615
|
Coldstream Capital Management
Bellevue,
Washington
|
$232K
|
+$58.1K
|
+612
|
+32%
|
|
|
616
|
EntryPoint Capital
New York
|
$230K
|
+$240K
|
+2,524
|
New
|
|
|
617
|
Parallel Advisors
San Francisco,
California
|
$229K
|
+$57.3K
|
+603
|
+32%
|
|
|
618
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$228K
|
+$238K
|
+2,505
|
New
|
|
|
619
|
Teza Capital Management
Chicago,
Illinois
|
$228K
|
+$7.6K
|
+80
|
+3%
|
|
|
620
|
Gruss & Co
West Palm Beach,
Florida
|
$228K
|
-$47.5K
|
-500
|
-17%
|
|
|
621
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$228K
|
+$237K
|
+2,498
|
New
|
|
|
622
|
United Capital Financial Advisors
Irving,
Texas
|
$225K
|
-$122K
|
-1,283
|
-34%
|
|
|
623
|
|
$221K
|
–
|
–
|
–
|
|
|
624
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$219K
|
+$17K
|
+179
|
+8%
|
|
|
625
|
Washburn Capital Management
Vero Beach,
Florida
|
$219K
|
–
|
–
|
–
|
|
