|
701
|
Successful Portfolios
Clearwater,
Florida
|
$268K
|
+$1.71K
|
+26
|
+0.6%
|
|
|
702
|
Adirondack Research & Management
Guilderland,
New York
|
$266K
|
-$6.57K
|
-100
|
-2%
|
|
|
703
|
Leavell Investment Management
Mobile,
Alabama
|
$266K
|
–
|
–
|
–
|
|
|
704
|
Abbrea Capital
Greenbrae,
California
|
$262K
|
+$285K
|
+4,343
|
New
|
|
|
705
|
Sigma Investment Counselors
Northville,
Michigan
|
$261K
|
-$109K
|
-1,658
|
-28%
|
|
|
706
|
Engine No 1 LLC
San Francisco,
California
|
$259K
|
+$282K
|
+4,291
|
New
|
|
|
707
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$257K
|
+$279K
|
+4,248
|
New
|
|
|
708
|
Regal Investment Advisors
Kentwood,
Michigan
|
$253K
|
-$32K
|
-487
|
-10%
|
|
|
709
|
Certuity
North Palm Beach,
Florida
|
$251K
|
-$23.3K
|
-355
|
-8%
|
|
|
710
|
Barings
Charlotte,
North Carolina
|
$247K
|
+$269K
|
+4,100
|
New
|
|
|
711
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$245K
|
+$32.8K
|
+500
|
+14%
|
|
|
712
|
|
$245K
|
+$266K
|
+4,056
|
New
|
|
|
713
|
Anfield Capital Management
Irvine,
California
|
$243K
|
–
|
–
|
–
|
|
|
714
|
Tiedemann Advisors
New York
|
$242K
|
-$11.2K
|
-171
|
-4%
|
|
|
715
|
Kelleher Financial Advisors
New York
|
$241K
|
–
|
–
|
–
|
|
|
716
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$240K
|
+$32K
|
+487
|
+14%
|
|
|
717
|
Yorktown Management & Research Company
Forest,
Virginia
|
$239K
|
–
|
–
|
–
|
|
|
718
|
IFP Advisors
Tampa,
Florida
|
$238K
|
-$197
|
-3
|
-0.1%
|
|
|
719
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$233K
|
+$253K
|
+3,851
|
New
|
|
|
720
|
Doliver Advisors
Houston,
Texas
|
$231K
|
–
|
–
|
–
|
|
|
721
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$230K
|
-$36.4K
|
-554
|
-13%
|
|
|
722
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$230K
|
-$5.91K
|
-90
|
-2%
|
|
|
723
|
Fiduciary Trust
Boston,
Massachusetts
|
$230K
|
+$57.5K
|
+876
|
+30%
|
|
|
724
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$229K
|
–
|
–
|
–
|
|
|
725
|
Winton Group
London,
United Kingdom
|
$229K
|
+$249K
|
+3,792
|
New
|
|