|
251
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$872K
|
-$18.3K
|
-92
|
-2%
|
|
|
252
|
Wealthspire Advisors (New York)
New York
|
$872K
|
+$1.09M
|
+5,510
|
New
|
|
|
253
|
Private Vista
Chicago,
Illinois
|
$870K
|
–
|
–
|
–
|
|
|
254
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$867K
|
-$199
|
-1
|
-0%
|
|
|
255
|
Prudential Financial
Newark,
New Jersey
|
$860K
|
-$68.1K
|
-343
|
-6%
|
|
|
256
|
Transform Wealth
Greenwood Village,
Colorado
|
$858K
|
-$4.96K
|
-25
|
-0.5%
|
|
|
257
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$855K
|
-$167K
|
-839
|
-13%
|
|
|
258
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$855K
|
–
|
–
|
–
|
|
|
259
|
Mason Investment Advisory Services
Reston,
Virginia
|
$850K
|
-$254K
|
-1,281
|
-19%
|
|
|
260
|
Valeo Financial Advisors
Carmel,
Indiana
|
$844K
|
-$337K
|
-1,695
|
-25%
|
|
|
261
|
AdvicePeriod
Los Angeles,
California
|
$837K
|
-$794
|
-4
|
-0.1%
|
|
|
262
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$834K
|
+$41.5K
|
+209
|
+4%
|
|
|
263
|
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
$831K
|
-$45.5K
|
-229
|
-4%
|
|
|
264
|
Accredited Investors
Edina,
Minnesota
|
$824K
|
-$522K
|
-2,628
|
-34%
|
|
|
265
|
Rockefeller Capital Management
New York
|
$821K
|
+$395K
|
+1,990
|
+62%
|
|
|
266
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$811K
|
–
|
–
|
–
|
|
|
267
|
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
$791K
|
-$454K
|
-2,285
|
-31%
|
|
|
268
|
Eukles Asset Management
Cincinnati,
Ohio
|
$778K
|
-$48.8K
|
-246
|
-5%
|
|
|
269
|
Townsend Asset Management
Raleigh,
North Carolina
|
$770K
|
-$78K
|
-393
|
-7%
|
|
|
270
|
William Blair Investment Management
Chicago,
Illinois
|
$766K
|
-$114K
|
-576
|
-11%
|
|
|
271
|
Boston Family Office
Boston,
Massachusetts
|
$761K
|
-$32.8K
|
-165
|
-3%
|
|
|
272
|
First Trust Advisors
Wheaton,
Illinois
|
$753K
|
-$91.3K
|
-460
|
-9%
|
|
|
273
|
SVA Wealth Management
Madison,
Wisconsin
|
$723K
|
-$11.9K
|
-60
|
-1%
|
|
|
274
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$722K
|
-$142K
|
-717
|
-14%
|
|
|
275
|
Personal CFO Solutions
Chester,
New Jersey
|
$713K
|
+$895K
|
+4,509
|
New
|
|
