|
501
|
Rikoon Group
Santa Fe,
New Mexico
|
$388K
|
–
|
–
|
–
|
|
|
502
|
Wolverine Trading
Chicago,
Illinois
|
$387K
|
+$110K
|
+940
|
+40%
|
|
|
503
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$385K
|
-$296K
|
-2,519
|
-44%
|
|
|
504
|
Appleton Partners
Boston,
Massachusetts
|
$380K
|
-$29.2K
|
-249
|
-7%
|
|
|
505
|
Towerpoint Wealth
Sacramento,
California
|
$378K
|
–
|
–
|
–
|
|
|
506
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$377K
|
–
|
–
|
–
|
|
|
507
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$373K
|
-$37.3K
|
-318
|
-9%
|
|
|
508
|
Renaissance Technologies
New York
|
$369K
|
+$23.5K
|
+200
|
+7%
|
|
|
509
|
Truepoint Inc
Cincinnati,
Ohio
|
$367K
|
+$3.87K
|
+33
|
+1%
|
|
|
510
|
Country Club Trust
Kansas City,
Missouri
|
$366K
|
-$44.7K
|
-381
|
-11%
|
|
|
511
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$366K
|
+$361K
|
+3,076
|
New
|
|
|
512
|
|
$365K
|
-$21.8K
|
-186
|
-6%
|
|
|
513
|
BOK Financial Private Wealth
Denver,
Colorado
|
$365K
|
-$38.7K
|
-330
|
-10%
|
|
|
514
|
Squar Milner Financial Services
Irvine,
California
|
$363K
|
+$25K
|
+213
|
+7%
|
|
|
515
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$358K
|
+$2.11K
|
+18
|
+0.6%
|
|
|
516
|
UBP Investment Advisors
Geneva,
Switzerland
|
$357K
|
-$82.1K
|
-700
|
-19%
|
|
|
517
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$354K
|
-$5.87K
|
-50
|
-2%
|
|
|
518
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$353K
|
-$125K
|
-1,069
|
-26%
|
|
|
519
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$349K
|
–
|
–
|
–
|
|
|
520
|
Highland Private Wealth Management
Bellevue,
Washington
|
$342K
|
–
|
–
|
–
|
|
|
521
|
Birinyi Associates
Westport,
Connecticut
|
$340K
|
-$58.7K
|
-500
|
-15%
|
|
|
522
|
Parkside Advisors
Berkeley,
California
|
$338K
|
–
|
–
|
–
|
|
|
523
|
Cabana LLC
Fayetteville,
Arkansas
|
$338K
|
+$332K
|
+2,833
|
New
|
|
|
524
|
Welch & Forbes
Boston,
Massachusetts
|
$335K
|
–
|
–
|
–
|
|
|
525
|
R.H. Bluestein & Co
Birmingham,
Michigan
|
$335K
|
+$330K
|
+2,810
|
New
|
|
