|
701
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$443K
|
+$91.5K
|
+272
|
+26%
|
|
|
702
|
Fayez Sarofim & Co
Houston,
Texas
|
$441K
|
–
|
–
|
–
|
|
|
703
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$437K
|
-$48.1K
|
-143
|
-10%
|
|
|
704
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$437K
|
-$37.3K
|
-111
|
-8%
|
|
|
705
|
Boltwood Capital Management
Walnut Creek,
California
|
$435K
|
-$16.8K
|
-50
|
-4%
|
|
|
706
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$435K
|
+$56.5K
|
+168
|
+15%
|
|
|
707
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$432K
|
-$3.7K
|
-11
|
-0.9%
|
|
|
708
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$424K
|
–
|
–
|
–
|
|
|
709
|
Tributary Capital Management
Omaha,
Nebraska
|
$422K
|
+$420K
|
+1,250
|
New
|
|
|
710
|
Freestone Capital Holdings
Seattle,
Washington
|
$420K
|
+$95.5K
|
+284
|
+30%
|
|
|
711
|
Proficio Capital Partners
Newton,
Massachusetts
|
$413K
|
+$39.3K
|
+117
|
+11%
|
|
|
712
|
Neo Ivy Capital Management
New York
|
$412K
|
-$141K
|
-418
|
-26%
|
|
|
713
|
Cross Staff Investments
Pittsford,
New York
|
$405K
|
–
|
–
|
–
|
|
|
714
|
Webster Bank
Waterbury,
Connecticut
|
$405K
|
–
|
–
|
–
|
|
|
715
|
Institute for Wealth Management
Denver,
Colorado
|
$404K
|
+$35.3K
|
+105
|
+10%
|
|
|
716
|
Trillium Asset Management
Boston,
Massachusetts
|
$403K
|
–
|
–
|
–
|
|
|
717
|
Sustainable Insight Capital Management
New York
|
$400K
|
-$12.8K
|
-38
|
-3%
|
|
|
718
|
Balentine LLC
Atlanta,
Georgia
|
$399K
|
+$184K
|
+547
|
+86%
|
|
|
719
|
BTG Pactual Global Asset Management
Hamilton,
Bermuda
|
$398K
|
-$1.08M
|
-3,215
|
-73%
|
|
|
720
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$397K
|
+$6.73K
|
+20
|
+2%
|
|
|
721
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$395K
|
-$292K
|
-867
|
-43%
|
|
|
722
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$392K
|
+$390K
|
+1,161
|
New
|
|
|
723
|
BOK Financial Private Wealth
Denver,
Colorado
|
$385K
|
+$85.8K
|
+255
|
+29%
|
|
|
724
|
LWM Advisory Services
Plantation,
Florida
|
$382K
|
+$99.5K
|
+296
|
+35%
|
|
|
725
|
Regal Investment Advisors
Kentwood,
Michigan
|
$379K
|
-$595K
|
-1,769
|
-61%
|
|
