|
851
|
Probity Advisors
Dallas,
Texas
|
$363K
|
-$7.62K
|
-33
|
-2%
|
|
|
852
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$363K
|
–
|
–
|
–
|
|
|
853
|
Pitti Group Wealth Management
Victor,
New York
|
$362K
|
-$16.2K
|
-70
|
-4%
|
|
|
854
|
United Capital Financial Advisors
Irving,
Texas
|
$357K
|
+$10.2K
|
+44
|
+3%
|
|
|
855
|
Clare Market Investments
Dallas,
Texas
|
$357K
|
-$103K
|
-444
|
-22%
|
|
|
856
|
Private Portfolio Partners
Paramus,
New Jersey
|
$356K
|
-$125K
|
-540
|
-26%
|
|
|
857
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$355K
|
+$89.1K
|
+386
|
+33%
|
|
|
858
|
Coldstream Capital Management
Bellevue,
Washington
|
$354K
|
-$67.7K
|
-293
|
-16%
|
|
|
859
|
HNP Capital
Rochester,
New York
|
$351K
|
-$217K
|
-940
|
-38%
|
|
|
860
|
Alesco Advisors
Pittsford,
New York
|
$351K
|
–
|
–
|
–
|
|
|
861
|
Nova R Wealth
Overland Park,
Kansas
|
$350K
|
+$36.7K
|
+159
|
+12%
|
|
|
862
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$348K
|
–
|
–
|
–
|
|
|
863
|
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
$345K
|
+$34.6K
|
+150
|
+11%
|
|
|
864
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$345K
|
-$36.7K
|
-159
|
-10%
|
|
|
865
|
RiverGlades Family Offices
Naples,
Florida
|
$345K
|
–
|
–
|
–
|
|
|
866
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$345K
|
–
|
–
|
–
|
|
|
867
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$345K
|
+$9.93K
|
+43
|
+3%
|
|
|
868
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$344K
|
–
|
–
|
–
|
|
|
869
|
Personal CFO Solutions
Chester,
New Jersey
|
$343K
|
+$67.2K
|
+291
|
+24%
|
|
|
870
|
|
$341K
|
+$342K
|
+1,480
|
New
|
|
|
871
|
Sendero Wealth Management
San Antonio,
Texas
|
$339K
|
-$130K
|
-565
|
-28%
|
|
|
872
|
XML Financial
Bethesda,
Maryland
|
$339K
|
-$35.3K
|
-153
|
-9%
|
|
|
873
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$339K
|
+$340K
|
+1,472
|
New
|
|
|
874
|
Horizon Investments
Charlotte,
North Carolina
|
$336K
|
+$54.7K
|
+237
|
+19%
|
|
|
875
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$335K
|
+$48.5K
|
+210
|
+17%
|
|
