|
751
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$250K
|
+$117K
|
+1,870
|
+75%
|
|
|
752
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$245K
|
+$267K
|
+4,275
|
New
|
|
|
753
|
Jupiter Investment Management
London,
United Kingdom
|
$244K
|
-$51K
|
-815
|
-16%
|
|
|
754
|
Level Four Advisory Services
Dallas,
Texas
|
$244K
|
+$12.5K
|
+200
|
+5%
|
|
|
755
|
GHP Investment Advisors
Denver,
Colorado
|
$244K
|
+$266K
|
+4,250
|
New
|
|
|
756
|
Cahill Financial Advisors
Edina,
Minnesota
|
$243K
|
–
|
–
|
–
|
|
|
757
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$243K
|
+$60.3K
|
+965
|
+29%
|
|
|
758
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$242K
|
+$265K
|
+4,235
|
New
|
|
|
759
|
D.A. Davidson & Co
Great Falls,
Montana
|
$241K
|
-$12.2K
|
-195
|
-4%
|
|
|
760
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$239K
|
+$261K
|
+4,170
|
New
|
|
|
761
|
Avalon Investment & Advisory
Houston,
Texas
|
$238K
|
-$203K
|
-3,240
|
-44%
|
|
|
762
|
9258 Wealth Management
Blue Ash,
Ohio
|
$237K
|
–
|
–
|
–
|
|
|
763
|
SSI Investment Management
Los Angeles,
California
|
$234K
|
-$1.88K
|
-30
|
-0.7%
|
|
|
764
|
Barrett Asset Management
New York
|
$232K
|
-$31.3K
|
-500
|
-11%
|
|
|
765
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$230K
|
–
|
–
|
–
|
|
|
766
|
Brandywine Managers
Hockessin,
Delaware
|
$229K
|
-$2.11M
|
-33,825
|
-89%
|
|
|
767
|
M&G Investment Management
London,
United Kingdom
|
$229K
|
-$39.4K
|
-630
|
-14%
|
|
|
768
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$228K
|
-$367K
|
-5,875
|
-65%
|
|
|
769
|
Caprock Group
Boise,
Idaho
|
$227K
|
+$14.4K
|
+230
|
+6%
|
|
|
770
|
Calamos Wealth Management
Naperville,
Illinois
|
$226K
|
+$246K
|
+3,935
|
New
|
|
|
771
|
Grove Bank & Trust
Miami,
Florida
|
$224K
|
+$244K
|
+3,905
|
New
|
|
|
772
|
Proficio Capital Partners
Newton,
Massachusetts
|
$223K
|
+$246K
|
+3,935
|
New
|
|
|
773
|
Veracity Capital
Atlanta,
Georgia
|
$221K
|
+$8.75K
|
+140
|
+4%
|
|
|
774
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$220K
|
+$240K
|
+3,845
|
New
|
|
|
775
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$219K
|
+$239K
|
+3,825
|
New
|
|
