|
226
|
Vontobel Holding
Zurich,
Switzerland
|
$785K
|
–
|
–
|
–
|
|
|
227
|
WrapManager Inc
Mill Valley,
California
|
$784K
|
-$18K
|
-129
|
-2%
|
|
|
228
|
MAI Capital Management
Independence,
Ohio
|
$781K
|
-$326K
|
-2,338
|
-30%
|
|
|
229
|
SOL Capital Management
Rockville,
Maryland
|
$781K
|
–
|
–
|
–
|
|
|
230
|
Covenant Partners
Nashville,
Tennessee
|
$780K
|
–
|
–
|
–
|
|
|
231
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$778K
|
-$8.38K
|
-60
|
-1%
|
|
|
232
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$778K
|
+$15.2K
|
+109
|
+2%
|
|
|
233
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$743K
|
-$17.7K
|
-127
|
-2%
|
|
|
234
|
Private Trust Company
Cleveland,
Ohio
|
$730K
|
+$727K
|
+5,208
|
New
|
|
|
235
|
Ritholtz Wealth Management
New York
|
$708K
|
-$58.9K
|
-422
|
-8%
|
|
|
236
|
R.H. Bluestein & Co
Birmingham,
Michigan
|
$701K
|
–
|
–
|
–
|
|
|
237
|
Monte Financial Group
Guilford,
Connecticut
|
$701K
|
+$11.2K
|
+80
|
+2%
|
|
|
238
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$701K
|
+$112K
|
+800
|
+19%
|
|
|
239
|
RBF Capital
San Francisco,
California
|
$701K
|
+$279K
|
+2,000
|
+67%
|
|
|
240
|
Allen Investment Management
New York
|
$701K
|
+$698K
|
+5,000
|
New
|
|
|
241
|
Beacon Pointe Advisors
Newport Beach,
California
|
$700K
|
+$355K
|
+2,544
|
+104%
|
|
|
242
|
Cresset Asset Management
Chicago,
Illinois
|
$691K
|
-$906K
|
-6,489
|
-57%
|
|
|
243
|
|
$675K
|
+$673K
|
+4,817
|
New
|
|
|
244
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$658K
|
+$71.6K
|
+513
|
+12%
|
|
|
245
|
Allspring Global Investments
Charlotte,
North Carolina
|
$658K
|
+$656K
|
+4,697
|
New
|
|
|
246
|
Parsec Financial Management
Asheville,
North Carolina
|
$652K
|
–
|
–
|
–
|
|
|
247
|
Saratoga Research & Investment Management
Saratoga,
California
|
$650K
|
+$279K
|
+1,996
|
+75%
|
|
|
248
|
Confluence Investment Management
St. Louis,
Missouri
|
$642K
|
-$39.5K
|
-283
|
-6%
|
|
|
249
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$634K
|
+$198K
|
+1,421
|
+46%
|
|
|
250
|
William Blair & Company
Chicago,
Illinois
|
$617K
|
+$105K
|
+753
|
+21%
|
|
