|
551
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$271K
|
–
|
–
|
–
|
|
|
552
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$268K
|
-$1.86K
|
-16
|
-0.7%
|
|
|
553
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$265K
|
+$232
|
+2
|
+0.1%
|
|
|
554
|
Stokes Family Office
New Orleans,
Louisiana
|
$260K
|
+$11.5K
|
+99
|
+5%
|
|
|
555
|
Telos Capital Management
San Diego,
California
|
$259K
|
-$25.1K
|
-216
|
-9%
|
|
|
556
|
Formidable Asset Management
Cincinnati,
Ohio
|
$257K
|
-$142K
|
-1,225
|
-36%
|
|
|
557
|
Strategy Asset Managers
Pasadena,
California
|
$255K
|
+$6.86K
|
+59
|
+3%
|
|
|
558
|
Westover Capital Advisors
Wilmington,
Delaware
|
$253K
|
–
|
–
|
–
|
|
|
559
|
First National Trust
Hermitage,
Pennsylvania
|
$248K
|
–
|
–
|
–
|
|
|
560
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$246K
|
+$169K
|
+1,453
|
+215%
|
|
|
561
|
Burney Company
Reston,
Virginia
|
$241K
|
+$6.97K
|
+60
|
+3%
|
|
|
562
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$241K
|
+$7.9K
|
+68
|
+3%
|
|
|
563
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$241K
|
+$242K
|
+2,085
|
New
|
|
|
564
|
Wealthspire Advisors (New York)
New York
|
$241K
|
+$242K
|
+2,085
|
New
|
|
|
565
|
Meridian Wealth Management
Lexington,
Kentucky
|
$239K
|
+$241K
|
+2,070
|
New
|
|
|
566
|
Hilltop Holdings
Dallas,
Texas
|
$238K
|
+$23.2K
|
+200
|
+11%
|
|
|
567
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$237K
|
-$10.2K
|
-88
|
-4%
|
|
|
568
|
Penobscot Investment Management
Boston,
Massachusetts
|
$236K
|
–
|
–
|
–
|
|
|
569
|
Fisher Asset Management
Camas,
Washington
|
$235K
|
+$236K
|
+2,031
|
New
|
|
|
570
|
Legacy Capital Partners
Milwaukee,
Wisconsin
|
$233K
|
-$264K
|
-2,275
|
-53%
|
|
|
571
|
Curtis Advisory Group
Santa Barbara,
California
|
$231K
|
-$116K
|
-1,000
|
-33%
|
|
|
572
|
Northeast Financial Consultants
Westport,
Connecticut
|
$231K
|
–
|
–
|
–
|
|
|
573
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$229K
|
–
|
–
|
–
|
|
|
574
|
Employers Holdings
Reno,
Nevada
|
$228K
|
–
|
–
|
–
|
|
|
575
|
Mission Wealth Management
Santa Barbara,
California
|
$226K
|
+$232
|
+2
|
+0.1%
|
|
