|
301
|
Venturi Wealth Management
Austin,
Texas
|
$708K
|
+$8.4K
|
+131
|
+1%
|
|
|
302
|
International Assets Investment Management
Orlando,
Florida
|
$695K
|
+$124K
|
+1,931
|
+24%
|
|
|
303
|
Clearstead Trust
Portland,
Maine
|
$691K
|
+$368K
|
+5,734
|
+107%
|
|
|
304
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$687K
|
+$707K
|
+11,022
|
New
|
|
|
305
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$684K
|
+$238K
|
+3,718
|
+51%
|
|
|
306
|
Evercore Wealth Management
New York
|
$676K
|
+$200K
|
+3,125
|
+40%
|
|
|
307
|
Versant Capital Management
Phoenix,
Arizona
|
$673K
|
+$513
|
+8
|
+0.1%
|
|
|
308
|
Arlington Partners
Birmingham,
Alabama
|
$671K
|
-$192K
|
-3,000
|
-22%
|
|
|
309
|
Capital Management
Glen Allen,
Virginia
|
$666K
|
–
|
–
|
–
|
|
|
310
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$664K
|
–
|
–
|
–
|
|
|
311
|
Sonata Capital Group
Seattle,
Washington
|
$662K
|
-$31.7K
|
-494
|
-4%
|
|
|
312
|
Vivaldi Capital Management
Chicago,
Illinois
|
$659K
|
-$99.3K
|
-1,548
|
-12%
|
|
|
313
|
Exane Derivatives
Paris,
France
|
$658K
|
+$678K
|
+10,566
|
New
|
|
|
314
|
Comerica Bank
Dallas,
Texas
|
$658K
|
-$218K
|
-3,393
|
-24%
|
|
|
315
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$653K
|
+$54.5K
|
+850
|
+9%
|
|
|
316
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$652K
|
+$153K
|
+2,380
|
+29%
|
|
|
317
|
Chatham Capital Group
Savannah,
Georgia
|
$648K
|
–
|
–
|
–
|
|
|
318
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$646K
|
-$12.6K
|
-196
|
-2%
|
|
|
319
|
ASB Consultores
Aventura,
Florida
|
$644K
|
-$53.6K
|
-836
|
-7%
|
|
|
320
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$633K
|
+$237K
|
+3,699
|
+57%
|
|
|
321
|
Realta Investment Advisors
Wilmington,
Delaware
|
$631K
|
-$18.8K
|
-293
|
-3%
|
|
|
322
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$627K
|
–
|
–
|
–
|
|
|
323
|
New England Asset Management
Farmington,
Connecticut
|
$623K
|
–
|
–
|
–
|
|
|
324
|
Cardiff Park Advisors
Carlsbad,
California
|
$622K
|
+$449
|
+7
|
+0.1%
|
|
|
325
|
Rathbones Group
Liverpool,
United Kingdom
|
$618K
|
-$216K
|
-3,365
|
-25%
|
|
