|
526
|
WealthSource Partners
San Luis Obispo,
California
|
$2.58M
|
-$891K
|
-5,833
|
-25%
|
|
|
527
|
Sandy Spring Bank
Olney,
Maryland
|
$2.58M
|
+$356K
|
+2,332
|
+16%
|
|
|
528
|
Hilltop Holdings
Dallas,
Texas
|
$2.55M
|
+$341K
|
+2,235
|
+15%
|
|
|
529
|
Rathbones Group
Liverpool,
United Kingdom
|
$2.53M
|
-$3.21K
|
-21
|
-0.1%
|
|
|
530
|
Alpine Group USVI
St. Thomas,
U.S. Virgin Islands
|
$2.51M
|
-$1.28M
|
-8,375
|
-34%
|
|
|
531
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.51M
|
+$491K
|
+3,217
|
+24%
|
|
|
532
|
Lindbrook Capital
Calabasas,
California
|
$2.47M
|
–
|
–
|
–
|
|
|
533
|
Realta Investment Advisors
Wilmington,
Delaware
|
$2.46M
|
+$63.5K
|
+416
|
+3%
|
|
|
534
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$2.45M
|
-$132K
|
-867
|
-5%
|
|
|
535
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$2.45M
|
+$1.96M
|
+12,868
|
+389%
|
|
|
536
|
Cypress Wealth Services
Palm Desert,
California
|
$2.44M
|
-$116K
|
-761
|
-4%
|
|
|
537
|
Tompkins Financial
Ithaca,
New York
|
$2.43M
|
+$795K
|
+5,208
|
+48%
|
|
|
538
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$2.43M
|
-$123K
|
-807
|
-5%
|
|
|
539
|
TrueWealth LLC
Atlanta,
Georgia
|
$2.43M
|
+$2.45M
|
+16,052
|
New
|
|
|
540
|
Innealta Capital
Austin,
Texas
|
$2.43M
|
+$2.45M
|
+16,033
|
New
|
|
|
541
|
Point72 Asset Management
Stamford,
Connecticut
|
$2.42M
|
+$2.44M
|
+16,000
|
New
|
|
|
542
|
Smith Capital Management
Little Rock,
Arkansas
|
$2.42M
|
-$37.7K
|
-247
|
-2%
|
|
|
543
|
Global Financial Private Capital
Sarasota,
Florida
|
$2.41M
|
-$518K
|
-3,394
|
-18%
|
|
|
544
|
Maxim Capital Management
San Francisco,
California
|
$2.41M
|
+$37K
|
+242
|
+2%
|
|
|
545
|
O'Brien Greene & Co
Media,
Pennsylvania
|
$2.39M
|
-$3.82K
|
-25
|
-0.2%
|
|
|
546
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$2.38M
|
-$52.7K
|
-345
|
-2%
|
|
|
547
|
Karp Capital Management
Sausalito,
California
|
$2.37M
|
+$909K
|
+5,950
|
+61%
|
|
|
548
|
Verger Capital Management
Winston-Salem,
North Carolina
|
$2.36M
|
-$163K
|
-1,069
|
-6%
|
|
|
549
|
Cresset Asset Management
Chicago,
Illinois
|
$2.35M
|
+$562K
|
+3,680
|
+31%
|
|
|
550
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$2.35M
|
–
|
–
|
–
|
|
