|
201
|
Parthenon LLC
Louisville,
Kentucky
|
$1.28M
|
–
|
–
|
–
|
|
|
202
|
Disciplined Investments
Tulsa,
Oklahoma
|
$1.27M
|
-$37.5K
|
-646
|
-3%
|
|
|
203
|
Walker Financial Services
Bowling Green,
Kentucky
|
$1.26M
|
-$253K
|
-4,372
|
-15%
|
|
|
204
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$1.25M
|
-$96.2K
|
-1,660
|
-7%
|
|
|
205
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.24M
|
+$144K
|
+2,491
|
+12%
|
|
|
206
|
Atria Wealth Solutions
New York
|
$1.24M
|
+$318K
|
+5,488
|
+31%
|
|
|
207
|
IEQ Capital
Foster City,
California
|
$1.18M
|
-$58K
|
-1,001
|
-4%
|
|
|
208
|
RiverGlades Family Offices
Naples,
Florida
|
$1.16M
|
-$419K
|
-7,235
|
-25%
|
|
|
209
|
F&V Capital Management
Boca Raton,
Florida
|
$1.16M
|
–
|
–
|
–
|
|
|
210
|
Vident Investment Advisory
Alpharetta,
Georgia
|
$1.15M
|
+$756K
|
+13,039
|
+150%
|
|
|
211
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.15M
|
-$101K
|
-1,744
|
-7%
|
|
|
212
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$1.09M
|
–
|
–
|
–
|
|
|
213
|
SVB Wealth
Boston,
Massachusetts
|
$1.08M
|
-$120K
|
-2,062
|
-9%
|
|
|
214
|
EFG Asset Management (Americas)
Miami,
Florida
|
$1.08M
|
-$6.03K
|
-104
|
-0.5%
|
|
|
215
|
Transcend Capital Advisors
Madison,
New Jersey
|
$1.07M
|
-$45.5K
|
-785
|
-4%
|
|
|
216
|
Cornerstone Capital
Palo Alto,
California
|
$1.07M
|
+$87K
|
+1,500
|
+8%
|
|
|
217
|
Private Advisor Group
Morristown,
New Jersey
|
$1.06M
|
+$3.02K
|
+52
|
+0.3%
|
|
|
218
|
Chicago Capital
Chicago,
Illinois
|
$1.06M
|
–
|
–
|
–
|
|
|
219
|
Global Endowment Management
Charlotte,
North Carolina
|
$1.06M
|
–
|
–
|
–
|
|
|
220
|
Prism Advisors
Studio City,
California
|
$1.06M
|
–
|
–
|
–
|
|
|
221
|
Marshall Wace
London,
United Kingdom
|
$1.06M
|
+$1.16M
|
+20,000
|
New
|
|
|
222
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.05M
|
-$64.2K
|
-1,107
|
-5%
|
|
|
223
|
Veritable
Wilmington,
Delaware
|
$1.04M
|
-$52.7K
|
-909
|
-4%
|
|
|
224
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.03M
|
-$24.1K
|
-416
|
-2%
|
|
|
225
|
Lido Advisors
Los Angeles,
California
|
$1.01M
|
+$26.5K
|
+457
|
+2%
|
|
