|
201
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$277K
|
–
|
–
|
–
|
|
|
202
|
Cypress Point Wealth Management
Dallas,
Texas
|
$266K
|
-$72K
|
-2,821
|
-20%
|
|
|
203
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$261K
|
+$7.79K
|
+305
|
+3%
|
|
|
204
|
|
$251K
|
+$45K
|
+1,763
|
+20%
|
|
|
205
|
FWG Investments
Lexington,
Kentucky
|
$250K
|
-$3.12K
|
-122
|
-1%
|
|
|
206
|
Regatta Capital Group
El Segundo,
California
|
$249K
|
+$255
|
+10
|
+0.1%
|
|
|
207
|
Triumph Capital Management
Denver,
Colorado
|
$248K
|
+$25.4K
|
+994
|
+11%
|
|
|
208
|
Stifel Financial
St. Louis,
Missouri
|
$247K
|
-$1.66K
|
-65
|
-0.6%
|
|
|
209
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$244K
|
+$25.5K
|
+1,000
|
+11%
|
|
|
210
|
Clearstead Advisors
Cleveland,
Ohio
|
$240K
|
+$3.88K
|
+152
|
+2%
|
|
|
211
|
Integrated Advisors Network
Dallas,
Texas
|
$240K
|
–
|
–
|
–
|
|
|
212
|
GeoWealth Management
Chicago,
Illinois
|
$230K
|
+$24.3K
|
+953
|
+11%
|
|
|
213
|
Kestra Advisory Services
Austin,
Texas
|
$228K
|
+$11.1K
|
+435
|
+5%
|
|
|
214
|
First Foundation Advisors
Irvine,
California
|
$222K
|
–
|
–
|
–
|
|
|
215
|
Pitcairn
Conshohocken,
Pennsylvania
|
$219K
|
+$233K
|
+9,130
|
New
|
|
|
216
|
|
$218K
|
+$232K
|
+9,078
|
New
|
|
|
217
|
Whittier Trust
South Pasadena,
California
|
$216K
|
–
|
–
|
–
|
|
|
218
|
Fidelity Investments
Boston,
Massachusetts
|
$215K
|
+$194K
|
+7,586
|
+555%
|
|
|
219
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$213K
|
–
|
–
|
–
|
|
|
220
|
Ballentine Partners
Waltham,
Massachusetts
|
$211K
|
+$3.01K
|
+118
|
+1%
|
|
|
221
|
International Private Wealth Advisors
San Diego,
California
|
$207K
|
+$221K
|
+8,640
|
New
|
|
|
222
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$205K
|
+$894
|
+35
|
+0.4%
|
|
|
223
|
Global Retirement Partners
San Rafael,
California
|
$196K
|
+$8.89K
|
+348
|
+4%
|
|
|
224
|
Allworth Financial
Folsom,
California
|
$140K
|
+$148K
|
+5,793
|
+57,930%
|
|
|
225
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$136K
|
+$145K
|
+5,664
|
New
|
|
