|
601
|
Adalta Capital Management
New York
|
$585K
|
–
|
–
|
–
|
|
|
602
|
UMB Bank
Kansas City,
Missouri
|
$583K
|
+$13.6K
|
+23
|
+2%
|
|
|
603
|
Recurrent Investment Advisors
Houston,
Texas
|
$581K
|
–
|
–
|
–
|
|
|
604
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$579K
|
–
|
–
|
–
|
|
|
605
|
Avior Wealth Management
Omaha,
Nebraska
|
$578K
|
-$24.3K
|
-41
|
-4%
|
|
|
606
|
Wolverine Asset Management
Chicago,
Illinois
|
$577K
|
-$297K
|
-500
|
-33%
|
|
|
607
|
Merrion Investment Management
Cranford,
New Jersey
|
$577K
|
–
|
–
|
–
|
|
|
608
|
WBH Advisory
Baltimore,
Maryland
|
$577K
|
–
|
–
|
–
|
|
|
609
|
Welch Group
Birmingham,
Alabama
|
$576K
|
-$9.49K
|
-16
|
-2%
|
|
|
610
|
Edgestream Partners
Princeton,
New Jersey
|
$572K
|
+$283K
|
+478
|
+93%
|
|
|
611
|
Rothschild Capital Partners
New York
|
$561K
|
–
|
–
|
–
|
|
|
612
|
Defined Wealth Management
Beaverton,
Oregon
|
$558K
|
+$1.78K
|
+3
|
+0.3%
|
|
|
613
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$555K
|
-$25.5K
|
-43
|
-4%
|
|
|
614
|
Vontobel Holding
Zurich,
Switzerland
|
$551K
|
+$141K
|
+237
|
+33%
|
|
|
615
|
Frank Rimerman Advisors
Palo Alto,
California
|
$548K
|
+$8.3K
|
+14
|
+1%
|
|
|
616
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$544K
|
-$10.7K
|
-18
|
-2%
|
|
|
617
|
Equitable Holdings
New York
|
$539K
|
-$45.7K
|
-77
|
-8%
|
|
|
618
|
Evercore Wealth Management
New York
|
$535K
|
–
|
–
|
–
|
|
|
619
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$534K
|
+$293K
|
+494
|
+114%
|
|
|
620
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
$532K
|
–
|
–
|
–
|
|
|
621
|
Net Worth Advisory Group
Sandy,
Utah
|
$528K
|
-$42.1K
|
-71
|
-7%
|
|
|
622
|
NBT Bank
Norwich,
New York
|
$528K
|
–
|
–
|
–
|
|
|
623
|
Holt Capital Partners
Fort Worth,
Texas
|
$525K
|
+$125K
|
+210
|
+30%
|
|
|
624
|
Midwest Trust
Overland Park,
Kansas
|
$524K
|
-$1.19K
|
-2
|
-0.2%
|
|
|
625
|
Moors & Cabot
Boston,
Massachusetts
|
$522K
|
-$104K
|
-176
|
-16%
|
|
