|
851
|
Wealth Architects
Mountain View,
California
|
$323K
|
-$36.5K
|
-463
|
-10%
|
|
|
852
|
Professional Advisory Services
Vero Beach,
Florida
|
$323K
|
–
|
–
|
–
|
|
|
853
|
Tortoise Investment Management
White Plains,
New York
|
$316K
|
-$7.88K
|
-100
|
-2%
|
|
|
854
|
Garrison Point Advisors
Walnut Creek,
California
|
$316K
|
+$334K
|
+4,243
|
New
|
|
|
855
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$315K
|
-$4.96K
|
-63
|
-1%
|
|
|
856
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$314K
|
-$29.7K
|
-377
|
-8%
|
|
|
857
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$313K
|
+$3.62K
|
+46
|
+1%
|
|
|
858
|
Integre Asset Management
New York
|
$312K
|
–
|
–
|
–
|
|
|
859
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$311K
|
+$329K
|
+4,180
|
New
|
|
|
860
|
EFG Asset Management (Americas)
Miami,
Florida
|
$310K
|
–
|
–
|
–
|
|
|
861
|
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
|
$309K
|
–
|
–
|
–
|
|
|
862
|
First National Bank of South Miami
South Miami,
Florida
|
$308K
|
+$291K
|
+3,698
|
New
|
|
|
863
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$307K
|
-$33K
|
-419
|
-9%
|
|
|
864
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$307K
|
-$11.8K
|
-150
|
-4%
|
|
|
865
|
Hayden Royal
Charlotte,
North Carolina
|
$307K
|
+$324K
|
+4,117
|
New
|
|
|
866
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$305K
|
-$223K
|
-2,827
|
-41%
|
|
|
867
|
Avantax Planning Partners
Dubuque,
Iowa
|
$305K
|
-$79
|
-1
|
-0%
|
|
|
868
|
|
$304K
|
-$6.46K
|
-82
|
-2%
|
|
|
869
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$304K
|
+$2.76K
|
+35
|
+0.9%
|
|
|
870
|
Millennium Management
New York
|
$303K
|
-$4.48M
|
-56,908
|
-93%
|
|
|
871
|
Cooper/Haims Advisors
Victor,
New York
|
$303K
|
+$118K
|
+1,503
|
+59%
|
|
|
872
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$303K
|
+$213K
|
+2,702
|
+199%
|
|
|
873
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$302K
|
-$178K
|
-2,259
|
-36%
|
|
|
874
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$301K
|
+$1.58K
|
+20
|
+0.5%
|
|
|
875
|
Edge Capital Group
Atlanta,
Georgia
|
$300K
|
+$317K
|
+4,028
|
New
|
|
