|
776
|
Williams Jones Wealth Management
New York
|
$269K
|
–
|
–
|
–
|
|
|
777
|
Collective Family Office
York,
Pennsylvania
|
$268K
|
–
|
–
|
–
|
|
|
778
|
NuWave Investment Management
Parsippany,
New Jersey
|
$267K
|
+$284K
|
+753
|
New
|
|
|
779
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$266K
|
–
|
–
|
–
|
|
|
780
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$264K
|
–
|
–
|
–
|
|
|
781
|
Sand Hill Global Advisors
Palo Alto,
California
|
$261K
|
-$49K
|
-130
|
-15%
|
|
|
782
|
Fort Point Capital Partners
San Francisco,
California
|
$259K
|
+$275K
|
+729
|
New
|
|
|
783
|
Calamos Wealth Management
Naperville,
Illinois
|
$257K
|
–
|
–
|
–
|
|
|
784
|
Investment House LLC
Redondo Beach,
California
|
$256K
|
–
|
–
|
–
|
|
|
785
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$256K
|
+$15.1K
|
+40
|
+6%
|
|
|
786
|
First American Trust
Santa Ana,
California
|
$253K
|
–
|
–
|
–
|
|
|
787
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$252K
|
+$2.26K
|
+6
|
+0.9%
|
|
|
788
|
Howe & Rusling
Rochester,
New York
|
$251K
|
–
|
–
|
–
|
|
|
789
|
West Family Investments
Carlsbad,
California
|
$250K
|
+$16.2K
|
+43
|
+7%
|
|
|
790
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$249K
|
+$264K
|
+701
|
New
|
|
|
791
|
Capstone Investment Advisors
New York
|
$246K
|
-$629K
|
-1,669
|
-71%
|
|
|
792
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$245K
|
–
|
–
|
–
|
|
|
793
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$244K
|
–
|
–
|
–
|
|
|
794
|
Putnam Investments
Boston,
Massachusetts
|
$244K
|
+$3.39K
|
+9
|
+1%
|
|
|
795
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$244K
|
+$259K
|
+688
|
New
|
|
|
796
|
Little House Capital
Braintree,
Massachusetts
|
$242K
|
-$1.51K
|
-4
|
-0.6%
|
|
|
797
|
Penserra Capital Management
Orinda,
California
|
$242K
|
+$26K
|
+69
|
+11%
|
|
|
798
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$241K
|
–
|
–
|
–
|
|
|
799
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$239K
|
–
|
–
|
–
|
|
|
800
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$239K
|
+$10.2K
|
+27
|
+4%
|
|
