|
1801
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$471K
|
-$115K
|
-322
|
-20%
|
|
|
1802
|
WealthOne
Albany,
New York
|
$471K
|
-$21.7K
|
-61
|
-5%
|
|
|
1803
|
ARS Investment Partners
New York
|
$468K
|
–
|
–
|
–
|
|
|
1804
|
Biltmore Family Office
Charlotte,
North Carolina
|
$468K
|
+$124K
|
+347
|
+39%
|
|
|
1805
|
Catalyst Private Wealth
San Mateo,
California
|
$466K
|
–
|
–
|
–
|
|
|
1806
|
Legacy Wealth Planning
Reno,
Nevada
|
$466K
|
+$35.2K
|
+99
|
+9%
|
|
|
1807
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$465K
|
-$65.5K
|
-184
|
-13%
|
|
|
1808
|
Clarus Group
Houston,
Texas
|
$465K
|
+$420K
|
+1,181
|
New
|
|
|
1809
|
Executive Wealth Management
Brighton,
Michigan
|
$464K
|
+$36K
|
+101
|
+9%
|
|
|
1810
|
PFG Private Wealth Management
Lutz,
Florida
|
$461K
|
+$3.92K
|
+11
|
+0.9%
|
|
|
1811
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$461K
|
+$135K
|
+379
|
+45%
|
|
|
1812
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$458K
|
-$44.1K
|
-124
|
-9%
|
|
|
1813
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$458K
|
-$1.78K
|
-5
|
-0.4%
|
|
|
1814
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$455K
|
+$129K
|
+362
|
+43%
|
|
|
1815
|
Van Strum & Towne
San Francisco,
California
|
$453K
|
–
|
–
|
–
|
|
|
1816
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$450K
|
+$1.42K
|
+4
|
+0.3%
|
|
|
1817
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$450K
|
+$10.7K
|
+30
|
+3%
|
|
|
1818
|
Charles Schwab Trust
Henderson,
Nevada
|
$448K
|
+$53.4K
|
+150
|
+14%
|
|
|
1819
|
SlateStone Wealth
Jupiter,
Florida
|
$447K
|
-$306K
|
-860
|
-42%
|
|
|
1820
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$446K
|
+$152K
|
+427
|
+56%
|
|
|
1821
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$445K
|
–
|
–
|
–
|
|
|
1822
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$445K
|
–
|
–
|
–
|
|
|
1823
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$445K
|
+$140K
|
+392
|
+49%
|
|
|
1824
|
Portfolio Strategies
Monsey,
New York
|
$444K
|
–
|
–
|
–
|
|
|
1825
|
L.J. Altfest & Co
New York
|
$442K
|
-$159K
|
-447
|
-28%
|
|
