|
776
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$270K
|
-$608K
|
-23,714
|
-70%
|
|
|
777
|
Fidelis Capital Partners
Tampa,
Florida
|
$267K
|
+$250K
|
+9,752
|
New
|
|
|
778
|
|
$266K
|
+$25.6K
|
+1,000
|
+11%
|
|
|
779
|
Olympiad Research
Stamford,
Connecticut
|
$265K
|
+$252K
|
+9,826
|
New
|
|
|
780
|
Journey Strategic Wealth
Summit,
New Jersey
|
$264K
|
+$251K
|
+9,794
|
New
|
|
|
781
|
Koshinski Asset Management
Decatur,
Illinois
|
$264K
|
+$30.2K
|
+1,178
|
+14%
|
|
|
782
|
Prelude Capital Management
New York
|
$263K
|
+$10.9K
|
+424
|
+5%
|
|
|
783
|
9258 Wealth Management
Blue Ash,
Ohio
|
$263K
|
-$34.5K
|
-1,346
|
-12%
|
|
|
784
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$262K
|
+$11K
|
+430
|
+5%
|
|
|
785
|
Perigon Wealth Management
San Francisco,
California
|
$261K
|
+$22.8K
|
+890
|
+10%
|
|
|
786
|
Legacy Trust
Grand Rapids,
Michigan
|
$259K
|
+$246K
|
+9,614
|
New
|
|
|
787
|
Evermay Wealth Management
Arlington,
Virginia
|
$259K
|
–
|
–
|
–
|
|
|
788
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$259K
|
-$769
|
-30
|
-0.3%
|
|
|
789
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$258K
|
–
|
–
|
–
|
|
|
790
|
Coldstream Capital Management
Bellevue,
Washington
|
$256K
|
-$9.13K
|
-356
|
-4%
|
|
|
791
|
KCM Investment Advisors
Greenbrae,
California
|
$256K
|
+$1.9K
|
+74
|
+0.8%
|
|
|
792
|
First National Bank of South Miami
South Miami,
Florida
|
$253K
|
–
|
–
|
–
|
|
|
793
|
Meridian Wealth Management
Lexington,
Kentucky
|
$253K
|
+$51
|
+2
|
+0%
|
|
|
794
|
The Family Firm
Bethesda,
Maryland
|
$250K
|
-$13.1K
|
-510
|
-5%
|
|
|
795
|
Fayez Sarofim & Co
Houston,
Texas
|
$248K
|
–
|
–
|
–
|
|
|
796
|
NinePointTwo Capital
Los Angeles,
California
|
$248K
|
+$236K
|
+9,198
|
New
|
|
|
797
|
Krilogy Financial
St. Louis,
Missouri
|
$247K
|
+$51
|
+2
|
+0%
|
|
|
798
|
Plancorp LLC
Saint Louis,
Missouri
|
$246K
|
–
|
–
|
–
|
|
|
799
|
HB Wealth Management
Atlanta,
Georgia
|
$246K
|
+$234K
|
+9,128
|
New
|
|
|
800
|
Bartlett & Co
Cincinnati,
Ohio
|
$246K
|
–
|
–
|
–
|
|
