|
151
|
Chase Investment Counsel
Charlottesville,
Virginia
|
$349K
|
–
|
–
|
–
|
|
|
152
|
Independent Family Office
Albany,
New York
|
$345K
|
+$332K
|
+24,103
|
New
|
|
|
153
|
Insight Wealth Partners
Plano,
Texas
|
$335K
|
+$322K
|
+23,378
|
New
|
|
|
154
|
Foresight Wealth Management
Draper,
Utah
|
$331K
|
+$319K
|
+23,121
|
New
|
|
|
155
|
Stephens Inc
Little Rock,
Arkansas
|
$329K
|
-$27.6K
|
-2,000
|
-8%
|
|
|
156
|
Pathstone Family Office
Englewood,
New Jersey
|
$324K
|
+$304K
|
+22,054
|
+3,725%
|
|
|
157
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$319K
|
+$17.9K
|
+1,300
|
+6%
|
|
|
158
|
Peak Financial Management
Wellesley,
Massachusetts
|
$315K
|
–
|
–
|
–
|
|
|
159
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$315K
|
+$304K
|
+22,017
|
New
|
|
|
160
|
Gofen & Glossberg
Chicago,
Illinois
|
$313K
|
–
|
–
|
–
|
|
|
161
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$301K
|
–
|
–
|
–
|
|
|
162
|
Linscomb Wealth
Houston,
Texas
|
$300K
|
+$5.51K
|
+400
|
+2%
|
|
|
163
|
Rockefeller Capital Management
New York
|
$297K
|
+$234K
|
+16,941
|
+446%
|
|
|
164
|
Graypoint LLC
Albany,
New York
|
$296K
|
–
|
–
|
–
|
|
|
165
|
Legacy Private Trust
Neenah,
Wisconsin
|
$294K
|
–
|
–
|
–
|
|
|
166
|
Creative Planning
Overland Park,
Kansas
|
$294K
|
+$96.9K
|
+7,026
|
+52%
|
|
|
167
|
Cardan Capital Partners
Denver,
Colorado
|
$286K
|
+$276K
|
+20,000
|
New
|
|
|
168
|
Garde Capital
Seattle,
Washington
|
$282K
|
–
|
–
|
–
|
|
|
169
|
Regions Financial Corp
Birmingham,
Alabama
|
$282K
|
–
|
–
|
–
|
|
|
170
|
Silicon Hills Wealth Management
Austin,
Texas
|
$281K
|
–
|
–
|
–
|
|
|
171
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$281K
|
–
|
–
|
–
|
|
|
172
|
Verity Asset Management
Durham,
North Carolina
|
$280K
|
-$10.5K
|
-758
|
-4%
|
|
|
173
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$275K
|
–
|
–
|
–
|
|
|
174
|
WealthSource Partners
San Luis Obispo,
California
|
$272K
|
-$23.4K
|
-1,700
|
-8%
|
|
|
175
|
Partnervest Advisory Services
Santa Barbara,
California
|
$272K
|
–
|
–
|
–
|
|
