|
651
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$269K
|
-$79.2K
|
-443
|
-28%
|
|
|
652
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$269K
|
+$204K
|
+1,143
|
New
|
|
|
653
|
Perennial Investment Advisors
Los Angeles,
California
|
$266K
|
-$102K
|
-568
|
-33%
|
|
|
654
|
West Family Investments
Carlsbad,
California
|
$266K
|
+$202K
|
+1,130
|
New
|
|
|
655
|
Park Avenue Securities
New York
|
$266K
|
+$202K
|
+1,133
|
New
|
|
|
656
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$263K
|
+$200K
|
+1,120
|
New
|
|
|
657
|
Sequoia Financial Advisors
Akron,
Ohio
|
$261K
|
+$199K
|
+1,112
|
New
|
|
|
658
|
INVST
Indianapolis,
Indiana
|
$260K
|
+$162K
|
+909
|
New
|
|
|
659
|
Proficio Capital Partners
Newton,
Massachusetts
|
$258K
|
+$196K
|
+1,097
|
New
|
|
|
660
|
|
$258K
|
+$197K
|
+1,100
|
New
|
|
|
661
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$258K
|
+$197K
|
+1,100
|
New
|
|
|
662
|
Cozad Asset Management
Champaign,
Illinois
|
$257K
|
+$196K
|
+1,095
|
New
|
|
|
663
|
Gabelli Funds
Rye,
New York
|
$257K
|
+$196K
|
+1,095
|
New
|
|
|
664
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$257K
|
+$196K
|
+1,095
|
New
|
|
|
665
|
SVB Wealth
Boston,
Massachusetts
|
$256K
|
-$79.5K
|
-445
|
-29%
|
|
|
666
|
Albion Financial Group
Salt Lake City,
Utah
|
$256K
|
+$195K
|
+1,090
|
New
|
|
|
667
|
Humankind Investments
New York
|
$253K
|
+$192K
|
+1,076
|
New
|
|
|
668
|
Professional Advisory Services
Vero Beach,
Florida
|
$253K
|
+$192K
|
+1,077
|
New
|
|
|
669
|
|
$252K
|
+$192K
|
+1,074
|
New
|
|
|
670
|
Stokes Family Office
New Orleans,
Louisiana
|
$252K
|
+$192K
|
+1,074
|
New
|
|
|
671
|
Level Four Financial
Dallas,
Texas
|
$250K
|
+$191K
|
+1,066
|
New
|
|
|
672
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$248K
|
+$189K
|
+1,057
|
New
|
|
|
673
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$247K
|
+$115K
|
+641
|
New
|
|
|
674
|
MGO One Seven
Beachwood,
Ohio
|
$247K
|
+$188K
|
+1,050
|
New
|
|
|
675
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$246K
|
+$187K
|
+1,049
|
New
|
|
