|
351
|
SteelPeak Wealth
Woodland Hills,
California
|
$860K
|
+$373K
|
+3,935
|
+57%
|
|
|
352
|
Violich Capital Management
San Francisco,
California
|
$849K
|
–
|
–
|
–
|
|
|
353
|
|
$835K
|
+$992K
|
+10,475
|
New
|
|
|
354
|
Pier 88 Investment Partners
San Francisco,
California
|
$816K
|
-$677K
|
-7,150
|
-41%
|
|
|
355
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$815K
|
-$59.6K
|
-629
|
-6%
|
|
|
356
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$809K
|
+$16.6K
|
+175
|
+2%
|
|
|
357
|
Atria Wealth Solutions
New York
|
$806K
|
+$251K
|
+2,646
|
+36%
|
|
|
358
|
Winton Group
London,
United Kingdom
|
$802K
|
+$952K
|
+10,057
|
New
|
|
|
359
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$801K
|
-$20K
|
-211
|
-2%
|
|
|
360
|
Bartlett & Co
Cincinnati,
Ohio
|
$798K
|
-$131K
|
-1,386
|
-12%
|
|
|
361
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$798K
|
-$131K
|
-1,386
|
-12%
|
|
|
362
|
Verition Fund Management
Greenwich,
Connecticut
|
$764K
|
-$320K
|
-3,381
|
-26%
|
|
|
363
|
|
$734K
|
+$871K
|
+9,201
|
New
|
|
|
364
|
Synovus Financial
Columbus,
Georgia
|
$730K
|
-$189K
|
-1,993
|
-18%
|
|
|
365
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$724K
|
+$859K
|
+9,076
|
New
|
|
|
366
|
Quantamental Technologies
White Plains,
New York
|
$718K
|
+$852K
|
+8,999
|
New
|
|
|
367
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$717K
|
–
|
–
|
–
|
|
|
368
|
Summit Creek Advisors
Minneapolis,
Minnesota
|
$701K
|
-$172K
|
-1,818
|
-17%
|
|
|
369
|
Creative Planning
Overland Park,
Kansas
|
$688K
|
+$548K
|
+5,789
|
+204%
|
|
|
370
|
Donoghue Forlines
Boston,
Massachusetts
|
$681K
|
+$809K
|
+8,544
|
New
|
|
|
371
|
Endurant Capital Management
San Mateo,
California
|
$674K
|
+$801K
|
+8,454
|
New
|
|
|
372
|
|
$671K
|
-$41.2K
|
-435
|
-5%
|
|
|
373
|
MGO One Seven
Beachwood,
Ohio
|
$662K
|
-$30.4K
|
-321
|
-4%
|
|
|
374
|
Orion Capital Management
Coronado,
California
|
$658K
|
-$94.7K
|
-1,000
|
-11%
|
|
|
375
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$649K
|
+$172K
|
+1,812
|
+29%
|
|
