|
301
|
Nelson Capital Management
Menlo Park,
California
|
$1.96M
|
+$1.85M
|
+131,718
|
New
|
|
|
302
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$1.94M
|
+$75.9K
|
+5,400
|
+4%
|
|
|
303
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.94M
|
+$174K
|
+12,350
|
+10%
|
|
|
304
|
Tortoise Investment Management
White Plains,
New York
|
$1.9M
|
+$18.1K
|
+1,290
|
+1%
|
|
|
305
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.87M
|
-$253
|
-18
|
-0%
|
|
|
306
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.86M
|
-$24.2K
|
-1,720
|
-1%
|
|
|
307
|
Merriman Wealth Management
Seattle,
Washington
|
$1.84M
|
-$284K
|
-20,232
|
-14%
|
|
|
308
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.84M
|
-$523K
|
-37,176
|
-23%
|
|
|
309
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$1.83M
|
-$323K
|
-22,994
|
-16%
|
|
|
310
|
Valicenti Advisory Services
Elmira,
New York
|
$1.75M
|
-$21.3K
|
-1,512
|
-1%
|
|
|
311
|
Wealthsimple US
Brooklyn,
New York
|
$1.74M
|
-$54.9K
|
-3,904
|
-3%
|
|
|
312
|
Garrison Asset Management
Fayetteville,
Arkansas
|
$1.74M
|
-$2.14K
|
-152
|
-0.1%
|
|
|
313
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$1.72M
|
-$223K
|
-15,850
|
-12%
|
|
|
314
|
Naples Global Advisors
Naples,
Florida
|
$1.71M
|
+$133K
|
+9,448
|
+9%
|
|
|
315
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$1.7M
|
-$130K
|
-9,250
|
-7%
|
|
|
316
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$1.69M
|
-$821K
|
-58,418
|
-34%
|
|
|
317
|
Abbrea Capital
Greenbrae,
California
|
$1.69M
|
-$841K
|
-59,858
|
-35%
|
|
|
318
|
Sunflower Bank
Dallas,
Texas
|
$1.68M
|
+$1.59M
|
+113,234
|
New
|
|
|
319
|
AllSquare Wealth Management
Albany,
New York
|
$1.68M
|
+$1.26M
|
+89,666
|
+382%
|
|
|
320
|
TrueWealth LLC
Atlanta,
Georgia
|
$1.66M
|
-$355K
|
-25,234
|
-18%
|
|
|
321
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$1.64M
|
+$58.9K
|
+4,188
|
+4%
|
|
|
322
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$1.63M
|
-$229K
|
-16,270
|
-13%
|
|
|
323
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$1.6M
|
-$4.68M
|
-332,698
|
-76%
|
|
|
324
|
Destination Wealth Management
Walnut Creek,
California
|
$1.53M
|
-$528K
|
-37,584
|
-27%
|
|
|
325
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.53M
|
-$559K
|
-39,760
|
-28%
|
|
