|
801
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$245K
|
+$255K
|
+1,012
|
New
|
|
|
802
|
Pitcairn
Conshohocken,
Pennsylvania
|
$245K
|
+$256K
|
+1,015
|
New
|
|
|
803
|
Clean Yield Group
Norwich,
Vermont
|
$242K
|
–
|
–
|
–
|
|
|
804
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$241K
|
+$15.4K
|
+61
|
+7%
|
|
|
805
|
Curi RMB Capital
Chicago,
Illinois
|
$240K
|
+$4.28K
|
+17
|
+2%
|
|
|
806
|
Euclidean Technologies Management
Seattle,
Washington
|
$239K
|
–
|
–
|
–
|
|
|
807
|
Nixon Peabody Trust
Boston,
Massachusetts
|
$239K
|
–
|
–
|
–
|
|
|
808
|
Lido Advisors
Los Angeles,
California
|
$239K
|
+$2.02K
|
+8
|
+0.8%
|
|
|
809
|
Parsec Financial Management
Asheville,
North Carolina
|
$239K
|
+$24.4K
|
+97
|
+11%
|
|
|
810
|
Orchard Capital Management
Chicago,
Illinois
|
$238K
|
–
|
–
|
–
|
|
|
811
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$237K
|
–
|
–
|
–
|
|
|
812
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$237K
|
+$247K
|
+980
|
New
|
|
|
813
|
J.W. Cole Advisors
Tampa,
Florida
|
$232K
|
-$15.9K
|
-63
|
-6%
|
|
|
814
|
Stockman Wealth Management
Billings,
Montana
|
$232K
|
–
|
–
|
–
|
|
|
815
|
Keeler Thomas Management
Orem,
Utah
|
$231K
|
–
|
–
|
–
|
|
|
816
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$231K
|
+$5.04K
|
+20
|
+2%
|
|
|
817
|
Thomasville National Bank
Thomasville,
Georgia
|
$229K
|
-$2.77K
|
-11
|
-1%
|
|
|
818
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$228K
|
-$2.77K
|
-11
|
-1%
|
|
|
819
|
CreativeOne Wealth
Overland Park,
Kansas
|
$228K
|
+$238K
|
+943
|
New
|
|
|
820
|
Clarius Group LLC
Seattle,
Washington
|
$224K
|
+$4.54K
|
+18
|
+2%
|
|
|
821
|
Cerity Partners OCIO
New York
|
$224K
|
+$234K
|
+928
|
New
|
|
|
822
|
Geneos Wealth Management
Englewood,
Colorado
|
$222K
|
+$252
|
+1
|
+0.1%
|
|
|
823
|
NewEdge Advisors
New Orleans,
Louisiana
|
$222K
|
+$231K
|
+917
|
New
|
|
|
824
|
Patten & Patten
Chattanooga,
Tennessee
|
$221K
|
–
|
–
|
–
|
|
|
825
|
One Wealth Advisors
San Francisco,
California
|
$221K
|
+$231K
|
+916
|
New
|
|
