|
1301
|
Biltmore Family Office
Charlotte,
North Carolina
|
$250K
|
+$2.63K
|
+28
|
+1%
|
|
|
1302
|
Accelerate Investment Advisors
Aliso Viejo,
California
|
$249K
|
-$7.03K
|
-75
|
-3%
|
|
|
1303
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$249K
|
–
|
–
|
–
|
|
|
1304
|
WP Advisors
San Francisco,
California
|
$248K
|
–
|
–
|
–
|
|
|
1305
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$247K
|
-$1.59K
|
-17
|
-0.6%
|
|
|
1306
|
Triasima Portfolio Management
Montreal,
Quebec, Canada
|
$245K
|
-$448K
|
-4,775
|
-64%
|
|
|
1307
|
CoreCap Advisors
Southfield,
Michigan
|
$244K
|
-$212K
|
-2,263
|
-46%
|
|
|
1308
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$244K
|
+$89.8K
|
+957
|
+57%
|
|
|
1309
|
Insight Advisors
Newtown,
Pennsylvania
|
$242K
|
-$14.1K
|
-150
|
-5%
|
|
|
1310
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$242K
|
+$7.69K
|
+82
|
+3%
|
|
|
1311
|
PFW Advisors
Atlanta,
Georgia
|
$240K
|
–
|
–
|
–
|
|
|
1312
|
Nixon Peabody Trust
Boston,
Massachusetts
|
$239K
|
-$23.2K
|
-247
|
-9%
|
|
|
1313
|
ETF Portfolio Partners
Leawood,
Kansas
|
$238K
|
–
|
–
|
–
|
|
|
1314
|
Embree Financial Group
Chicago,
Illinois
|
$238K
|
+$30.7K
|
+327
|
+15%
|
|
|
1315
|
PGIM Custom Harvest
Newark,
New Jersey
|
$238K
|
+$8.16K
|
+87
|
+3%
|
|
|
1316
|
Birch Financial Group
Keene,
New Hampshire
|
$237K
|
+$1.78K
|
+19
|
+0.7%
|
|
|
1317
|
CVA Family Office
Denver,
Colorado
|
$236K
|
+$64.3K
|
+686
|
+37%
|
|
|
1318
|
Segment Wealth Management
Houston,
Texas
|
$236K
|
+$6K
|
+64
|
+3%
|
|
|
1319
|
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
$236K
|
-$16.3M
|
-173,461
|
-99%
|
|
|
1320
|
Zevin Asset Management
Boston,
Massachusetts
|
$235K
|
–
|
–
|
–
|
|
|
1321
|
Eagle Wealth Advisors
Westport,
Connecticut
|
$235K
|
+$33.1K
|
+353
|
+16%
|
|
|
1322
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$235K
|
+$239K
|
+2,548
|
New
|
|
|
1323
|
Income Insurance Ltd
Singapore,
|
$234K
|
–
|
–
|
–
|
|
|
1324
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$234K
|
+$18.5K
|
+197
|
+8%
|
|
|
1325
|
PFG Private Wealth Management
Lutz,
Florida
|
$233K
|
+$11K
|
+117
|
+5%
|
|
