|
276
|
William Blair & Company
Chicago,
Illinois
|
$1.4M
|
-$142K
|
-2,483
|
-10%
|
|
|
277
|
Cardiff Park Advisors
Carlsbad,
California
|
$1.4M
|
+$3.6K
|
+63
|
+0.3%
|
|
|
278
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.38M
|
+$3.31K
|
+58
|
+0.3%
|
|
|
279
|
Wealthspire Advisors (New York)
New York
|
$1.37M
|
-$235K
|
-4,114
|
-16%
|
|
|
280
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$1.36M
|
+$50.8K
|
+889
|
+4%
|
|
|
281
|
Rebalance
Palo Alto,
California
|
$1.36M
|
+$74.7K
|
+1,308
|
+6%
|
|
|
282
|
James J. Burns & Company
Melville,
New York
|
$1.35M
|
-$123K
|
-2,149
|
-9%
|
|
|
283
|
Rockefeller Capital Management
New York
|
$1.34M
|
-$188K
|
-3,296
|
-13%
|
|
|
284
|
DOHJ LLC
Seattle,
Washington
|
$1.33M
|
-$920K
|
-16,107
|
-43%
|
|
|
285
|
Wealthcare Capital Management
Richmond,
Virginia
|
$1.33M
|
-$255K
|
-4,465
|
-17%
|
|
|
286
|
Trust Company of the South
Greensboro,
North Carolina
|
$1.3M
|
+$1.2M
|
+21,035
|
New
|
|
|
287
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$1.28M
|
-$3.88K
|
-68
|
-0.3%
|
|
|
288
|
Monument Group Wealth Advisors
Concord,
Massachusetts
|
$1.23M
|
+$1.13M
|
+19,846
|
New
|
|
|
289
|
Tortoise Investment Management
White Plains,
New York
|
$1.19M
|
+$1.43K
|
+25
|
+0.1%
|
|
|
290
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$1.18M
|
-$479K
|
-8,390
|
-31%
|
|
|
291
|
TAGStone Capital
Charlotte,
North Carolina
|
$1.17M
|
-$20.1K
|
-352
|
-2%
|
|
|
292
|
Atria Wealth Solutions
New York
|
$1.16M
|
-$175K
|
-3,067
|
-14%
|
|
|
293
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$1.15M
|
+$472K
|
+8,257
|
+80%
|
|
|
294
|
AlphaQ Advisors
Winter Park,
Florida
|
$1.14M
|
+$663K
|
+11,607
|
+172%
|
|
|
295
|
Bogart Wealth LLC
Mclean,
Virginia
|
$1.11M
|
–
|
–
|
–
|
|
|
296
|
Williams & Novak
Westlake Village,
California
|
$1.11M
|
+$1.03M
|
+17,951
|
New
|
|
|
297
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$1.1M
|
+$514K
|
+9,000
|
+102%
|
|
|
298
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$1.1M
|
+$39.2K
|
+687
|
+4%
|
|
|
299
|
GEM Asset Management
Plymouth,
Michigan
|
$1.09M
|
–
|
–
|
–
|
|
|
300
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.08M
|
-$329K
|
-5,764
|
-25%
|
|
