|
251
|
Princeton Portfolio Strategies Group
Princeton,
New Jersey
|
$619K
|
+$144K
|
+3,000
|
+31%
|
|
|
252
|
R.H. Bluestein & Co
Birmingham,
Michigan
|
$618K
|
–
|
–
|
–
|
|
|
253
|
Hohimer Wealth Management
Seattle,
Washington
|
$610K
|
-$132K
|
-2,747
|
-18%
|
|
|
254
|
Ategra Capital Management
Vienna,
Virginia
|
$610K
|
+$39.6K
|
+824
|
+7%
|
|
|
255
|
Asset Dedication LLC
San Francisco,
California
|
$607K
|
+$107K
|
+2,234
|
+22%
|
|
|
256
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$607K
|
+$589K
|
+12,268
|
New
|
|
|
257
|
Neuberger Berman Group
New York
|
$601K
|
+$24.9K
|
+519
|
+4%
|
|
|
258
|
Snowden Capital Advisors
New York
|
$596K
|
+$150K
|
+3,116
|
+35%
|
|
|
259
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$596K
|
+$578K
|
+12,030
|
New
|
|
|
260
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$593K
|
+$312K
|
+6,489
|
+118%
|
|
|
261
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$574K
|
-$11K
|
-228
|
-2%
|
|
|
262
|
Oppenheimer & Co
New York
|
$568K
|
-$73.5K
|
-1,529
|
-12%
|
|
|
263
|
Ritholtz Wealth Management
New York
|
$565K
|
+$225K
|
+4,684
|
+70%
|
|
|
264
|
Bard Financial Services
Branford,
Connecticut
|
$561K
|
-$238K
|
-4,950
|
-30%
|
|
|
265
|
Jacobs & Co
San Francisco,
California
|
$560K
|
-$40.8K
|
-850
|
-7%
|
|
|
266
|
Waterfront Wealth
Overland Park,
Kansas
|
$554K
|
+$539K
|
+11,217
|
New
|
|
|
267
|
SVB Wealth
Boston,
Massachusetts
|
$551K
|
+$209K
|
+4,353
|
+64%
|
|
|
268
|
HM Payson & Co
Portland,
Maine
|
$545K
|
-$56.4K
|
-1,175
|
-10%
|
|
|
269
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$545K
|
+$108K
|
+2,247
|
+26%
|
|
|
270
|
Court Place Advisors
Ellicott City,
Maryland
|
$544K
|
-$4.8K
|
-100
|
-0.9%
|
|
|
271
|
Cornerstone Investment Partners
Atlanta,
Georgia
|
$542K
|
+$817
|
+17
|
+0.2%
|
|
|
272
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$528K
|
+$3.79K
|
+79
|
+0.7%
|
|
|
273
|
BOK Financial
Tulsa,
Oklahoma
|
$525K
|
-$91.9K
|
-1,912
|
-15%
|
|
|
274
|
Blue Square Asset Management
New York
|
$521K
|
+$26.3K
|
+547
|
+5%
|
|
|
275
|
Avalon Investment & Advisory
Houston,
Texas
|
$516K
|
-$106K
|
-2,198
|
-17%
|
|
