|
951
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$596K
|
–
|
–
|
–
|
|
|
952
|
Wealth Management Partners
Tucson,
Arizona
|
$592K
|
+$103K
|
+320
|
+19%
|
|
|
953
|
Penserra Capital Management
Orinda,
California
|
$587K
|
+$17.8K
|
+55
|
+3%
|
|
|
954
|
|
$587K
|
+$539K
|
+1,667
|
New
|
|
|
955
|
TRH Financial
North Liberty,
Iowa
|
$586K
|
-$8.4K
|
-26
|
-2%
|
|
|
956
|
Silvercrest Asset Management
New York
|
$585K
|
–
|
–
|
–
|
|
|
957
|
Engine No 1 LLC
San Francisco,
California
|
$581K
|
+$115K
|
+356
|
+28%
|
|
|
958
|
MBB Public Markets
Chicago,
Illinois
|
$579K
|
+$531K
|
+1,644
|
New
|
|
|
959
|
Grace Capital
Quincy,
Massachusetts
|
$577K
|
+$64.3K
|
+199
|
+14%
|
|
|
960
|
First National Bank of Omaha
Omaha,
Nebraska
|
$575K
|
-$149K
|
-460
|
-22%
|
|
|
961
|
Argent Advisors
Monroe,
Louisiana
|
$567K
|
–
|
–
|
–
|
|
|
962
|
Diversified Trust
Memphis,
Tennessee
|
$565K
|
-$85K
|
-263
|
-14%
|
|
|
963
|
PDS Planning
Dublin,
Ohio
|
$564K
|
+$2.58K
|
+8
|
+0.5%
|
|
|
964
|
Gateway Investment Advisers
Cincinnati,
Ohio
|
$563K
|
+$103K
|
+319
|
+25%
|
|
|
965
|
SVB Wealth
Boston,
Massachusetts
|
$562K
|
-$194K
|
-601
|
-27%
|
|
|
966
|
Vaughan David Investments
Peoria,
Illinois
|
$562K
|
–
|
–
|
–
|
|
|
967
|
Albion Financial Group
Salt Lake City,
Utah
|
$559K
|
+$513K
|
+1,588
|
New
|
|
|
968
|
BSW Wealth Partners
Boulder,
Colorado
|
$558K
|
+$19.4K
|
+60
|
+4%
|
|
|
969
|
Allen Capital Group
Grand Island,
Nebraska
|
$557K
|
–
|
–
|
–
|
|
|
970
|
AssetMark Inc
Concord,
California
|
$555K
|
-$3.75M
|
-11,595
|
-88%
|
|
|
971
|
Calamos Wealth Management
Naperville,
Illinois
|
$555K
|
+$509K
|
+1,575
|
New
|
|
|
972
|
LMR Partners
London,
United Kingdom
|
$555K
|
+$510K
|
+1,577
|
New
|
|
|
973
|
Forum Financial Management
Lombard,
Illinois
|
$552K
|
+$507K
|
+1,568
|
New
|
|
|
974
|
Sittner & Nelson
Eugene,
Oregon
|
$549K
|
+$323
|
+1
|
+0.1%
|
|
|
975
|
Independent Wealth Network
Urbandale,
Iowa
|
$548K
|
-$1.29K
|
-4
|
-0.3%
|
|
