|
1726
|
PDS Planning
Dublin,
Ohio
|
$312K
|
+$47.3K
|
+350
|
+19%
|
|
|
1727
|
Humankind Investments
New York
|
$312K
|
+$295K
|
+2,186
|
New
|
|
|
1728
|
Level Four Financial
Dallas,
Texas
|
$311K
|
+$75.6K
|
+559
|
+35%
|
|
|
1729
|
Simon Quick Advisors
Morristown,
New Jersey
|
$310K
|
-$32.2K
|
-238
|
-10%
|
|
|
1730
|
Marietta Wealth Management
Marietta,
Georgia
|
$309K
|
+$15.4K
|
+114
|
+6%
|
|
|
1731
|
McCarthy Asset Management
Redwood Shores,
California
|
$307K
|
+$174K
|
+1,290
|
+151%
|
|
|
1732
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$306K
|
+$5.81K
|
+43
|
+2%
|
|
|
1733
|
Argent Capital Management
St Louis,
Missouri
|
$304K
|
–
|
–
|
–
|
|
|
1734
|
Portland Global Advisors
Portland,
Maine
|
$304K
|
–
|
–
|
–
|
|
|
1735
|
Toth Financial Advisory
Leesburg,
Virginia
|
$304K
|
–
|
–
|
–
|
|
|
1736
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$303K
|
-$66.9K
|
-495
|
-19%
|
|
|
1737
|
CX Institutional
Auburn,
Indiana
|
$303K
|
+$38.5K
|
+285
|
+16%
|
|
|
1738
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$301K
|
+$68.5K
|
+507
|
+32%
|
|
|
1739
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$300K
|
-$112K
|
-825
|
-28%
|
|
|
1740
|
Tradition Wealth Management
Edina,
Minnesota
|
$300K
|
-$20K
|
-148
|
-7%
|
|
|
1741
|
Leo Brokerage
Hurst,
Texas
|
$300K
|
-$7.71K
|
-57
|
-3%
|
|
|
1742
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$300K
|
+$8.92K
|
+66
|
+3%
|
|
|
1743
|
Glassman Wealth Services
Vienna,
Virginia
|
$299K
|
+$20.8K
|
+154
|
+8%
|
|
|
1744
|
Cerity Partners OCIO
New York
|
$297K
|
+$31.4K
|
+232
|
+13%
|
|
|
1745
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$296K
|
+$94.9K
|
+702
|
+51%
|
|
|
1746
|
Impax Asset Management Group
London,
United Kingdom
|
$295K
|
–
|
–
|
–
|
|
|
1747
|
Means Investment Company
Bangor,
Maine
|
$293K
|
+$23.7K
|
+175
|
+9%
|
|
|
1748
|
PNC Managed Account Solutions
Houston,
Texas
|
$293K
|
+$277K
|
+2,050
|
New
|
|
|
1749
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$292K
|
+$276K
|
+2,040
|
New
|
|
|
1750
|
Great Lakes Advisors
Chicago,
Illinois
|
$291K
|
+$56.4K
|
+417
|
+26%
|
|
