|
926
|
Third View Private Wealth
Westport,
Connecticut
|
$486K
|
+$464K
|
+951
|
New
|
|
|
927
|
Hutner Capital Management
Manchester,
Vermont
|
$483K
|
–
|
–
|
–
|
|
|
928
|
West Family Investments
Carlsbad,
California
|
$483K
|
–
|
–
|
–
|
|
|
929
|
Legacy Financial Advisors
Covington,
Kentucky
|
$482K
|
-$15.1K
|
-31
|
-3%
|
|
|
930
|
Blue Trust Inc
Alpharetta,
Georgia
|
$477K
|
-$321K
|
-657
|
-41%
|
|
|
931
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$473K
|
-$15.6K
|
-32
|
-3%
|
|
|
932
|
Pettee Investors
Rowayton,
Connecticut
|
$472K
|
–
|
–
|
–
|
|
|
933
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$469K
|
–
|
–
|
–
|
|
|
934
|
Larry Mathis Financial Planning
Phoenix,
Arizona
|
$468K
|
+$447K
|
+917
|
New
|
|
|
935
|
Optimize Financial
Laguna Hills,
California
|
$468K
|
+$5.86K
|
+12
|
+1%
|
|
|
936
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$462K
|
–
|
–
|
–
|
|
|
937
|
Prescott Group Capital Management
Tulsa,
Oklahoma
|
$462K
|
–
|
–
|
–
|
|
|
938
|
New Republic Capital
Charlotte,
North Carolina
|
$454K
|
+$195K
|
+399
|
+81%
|
|
|
939
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$454K
|
-$9.76K
|
-20
|
-2%
|
|
|
940
|
|
$454K
|
-$488
|
-1
|
-0.1%
|
|
|
941
|
Sunflower Bank
Dallas,
Texas
|
$454K
|
+$488
|
+1
|
+0.1%
|
|
|
942
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$450K
|
+$430K
|
+881
|
New
|
|
|
943
|
Canandaigua National Trust of Florida
Canandaigua,
New York
|
$448K
|
+$428K
|
+877
|
New
|
|
|
944
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$447K
|
-$1.24M
|
-2,541
|
-74%
|
|
|
945
|
Journey Strategic Wealth
Summit,
New Jersey
|
$444K
|
+$141K
|
+288
|
+50%
|
|
|
946
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$439K
|
-$16.1K
|
-33
|
-4%
|
|
|
947
|
Penserra Capital Management
Orinda,
California
|
$437K
|
-$3.42K
|
-7
|
-0.8%
|
|
|
948
|
AXQ Capital
Jersey City,
New Jersey
|
$434K
|
+$414K
|
+849
|
New
|
|
|
949
|
Baker Avenue Asset Management
San Francisco,
California
|
$433K
|
+$414K
|
+848
|
New
|
|
|
950
|
Conning Inc
Hartford,
Connecticut
|
$433K
|
+$64.9K
|
+133
|
+19%
|
|
