|
951
|
Compass Planning Associates
Greenfield,
Massachusetts
|
$18.8M
|
-$507K
|
-746
|
-3%
|
|
|
952
|
Rothschild Investment LLC
Chicago,
Illinois
|
$18.7M
|
+$531K
|
+781
|
+3%
|
|
|
953
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$18.7M
|
+$36K
|
+53
|
+0.2%
|
|
|
954
|
One Capital Management
Westlake Village,
California
|
$18.7M
|
-$451K
|
-663
|
-2%
|
|
|
955
|
Jacksonville Wealth Management
Jacksonville,
Florida
|
$18.7M
|
+$1.94M
|
+2,850
|
+11%
|
|
|
956
|
Ciovacco Capital Management
Atlanta,
Georgia
|
$18.7M
|
-$7.6M
|
-11,185
|
-28%
|
|
|
957
|
Lodestar Private Asset Management
Alamo,
California
|
$18.6M
|
+$195K
|
+287
|
+1%
|
|
|
958
|
Sepio Capital
Salt Lake City,
Utah
|
$18.6M
|
+$5.3M
|
+7,789
|
+37%
|
|
|
959
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$18.6M
|
-$691K
|
-1,016
|
-3%
|
|
|
960
|
Aspire Private Capital
Cornelius,
North Carolina
|
$18.6M
|
-$5.55M
|
-8,156
|
-22%
|
|
|
961
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$18.6M
|
-$4.22M
|
-6,201
|
-18%
|
|
|
962
|
Foster & Motley
Cincinnati,
Ohio
|
$18.6M
|
+$2.17M
|
+3,188
|
+13%
|
|
|
963
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$18.6M
|
+$155K
|
+228
|
+0.8%
|
|
|
964
|
Central Bank & Trust
Lexington,
Kentucky
|
$18.5M
|
-$698K
|
-1,027
|
-3%
|
|
|
965
|
Invictus Private Wealth
Denver,
Colorado
|
$18.5M
|
-$70.7K
|
-104
|
-0.4%
|
|
|
966
|
Dorsal Capital Management
Redwood City,
California
|
$18.5M
|
+$19.3M
|
+28,370
|
New
|
|
|
967
|
Traction Financial Partners
Encampment,
Wyoming
|
$18.4M
|
+$504K
|
+742
|
+3%
|
|
|
968
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$18.4M
|
+$9.32M
|
+13,708
|
+92%
|
|
|
969
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$18.4M
|
-$92.5K
|
-136
|
-0.5%
|
|
|
970
|
Principal Securities
Des Moines,
Iowa
|
$18.4M
|
+$2.82M
|
+4,152
|
+17%
|
|
|
971
|
Kaizen Financial Strategies
Campbell,
California
|
$18.4M
|
-$1.05M
|
-1,543
|
-6%
|
|
|
972
|
Eagle Capital Management (New York)
New York
|
$18.4M
|
-$159M
|
-233,994
|
-89%
|
|
|
973
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$18.4M
|
-$34M
|
-50,016
|
-64%
|
|
|
974
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$18.4M
|
-$307K
|
-451
|
-2%
|
|
|
975
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$18.4M
|
-$534K
|
-786
|
-3%
|
|
