|
1601
|
MONECO Advisors
Fairfield,
Connecticut
|
$700K
|
+$30.8K
|
+329
|
+5%
|
|
|
1602
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$700K
|
+$217K
|
+2,316
|
+48%
|
|
|
1603
|
Childress Capital Advisors
Houston,
Texas
|
$700K
|
+$29.3K
|
+313
|
+5%
|
|
|
1604
|
Riverview Capital Advisers
Boston,
Massachusetts
|
$699K
|
+$84.4K
|
+902
|
+14%
|
|
|
1605
|
General Partner Inc
Pittsburgh,
Pennsylvania
|
$699K
|
–
|
–
|
–
|
|
|
1606
|
Unified Investment Management
Atlanta,
Georgia
|
$698K
|
-$11K
|
-118
|
-2%
|
|
|
1607
|
SageView Advisory Group
Newport Beach,
California
|
$698K
|
+$161K
|
+1,726
|
+32%
|
|
|
1608
|
Fortress Private Ledger
Raleigh,
North Carolina
|
$690K
|
+$224K
|
+2,392
|
+51%
|
|
|
1609
|
Pacific Point Advisors
Rancho Santa Fe,
California
|
$686K
|
–
|
–
|
–
|
|
|
1610
|
ORG Partners
Roanoke,
Indiana
|
$684K
|
+$73K
|
+781
|
+13%
|
|
|
1611
|
Zuckerman Investment Group
Chicago,
Illinois
|
$679K
|
–
|
–
|
–
|
|
|
1612
|
Morling Financial Advisors
Fremont,
California
|
$675K
|
-$8.14K
|
-87
|
-1%
|
|
|
1613
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$670K
|
+$18.7K
|
+200
|
+3%
|
|
|
1614
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$670K
|
–
|
–
|
–
|
|
|
1615
|
TCFG Wealth Management
Laguna Niguel,
California
|
$669K
|
+$46.4K
|
+496
|
+8%
|
|
|
1616
|
|
$667K
|
+$7.48K
|
+80
|
+1%
|
|
|
1617
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$667K
|
-$117K
|
-1,248
|
-15%
|
|
|
1618
|
EHP Funds Inc
Toronto,
Canada
|
$667K
|
+$636K
|
+6,806
|
New
|
|
|
1619
|
Edgewood Management
Greenwich,
Connecticut
|
$667K
|
–
|
–
|
–
|
|
|
1620
|
Latash Investments
Anchorage,
Alaska
|
$664K
|
–
|
–
|
–
|
|
|
1621
|
Versant Capital Management
Phoenix,
Arizona
|
$662K
|
+$163K
|
+1,740
|
+35%
|
|
|
1622
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$660K
|
+$419K
|
+4,482
|
+198%
|
|
|
1623
|
SVB Wealth
Boston,
Massachusetts
|
$660K
|
-$32.8K
|
-351
|
-5%
|
|
|
1624
|
Palo Alto Wealth Advisors
Palo Alto,
California
|
$660K
|
+$4.96K
|
+53
|
+0.8%
|
|
|
1625
|
James Investment Research
Alpha,
Ohio
|
$659K
|
-$32.6K
|
-349
|
-5%
|
|
