|
426
|
Everett Harris & Co
Los Angeles,
California
|
$287K
|
-$89.5K
|
-500
|
-25%
|
|
|
427
|
|
$285K
|
+$358
|
+2
|
+0.1%
|
|
|
428
|
Princeton Portfolio Strategies Group
Princeton,
New Jersey
|
$283K
|
+$268K
|
+1,500
|
New
|
|
|
429
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$282K
|
+$88.4K
|
+494
|
+49%
|
|
|
430
|
V Wealth Advisors
Overland Park,
Kansas
|
$281K
|
+$266K
|
+1,485
|
New
|
|
|
431
|
Dowling & Yahnke
San Diego,
California
|
$278K
|
-$51.9K
|
-290
|
-16%
|
|
|
432
|
1ST Source Bank
South Bend,
Indiana
|
$277K
|
–
|
–
|
–
|
|
|
433
|
Cerity Partners OCIO
New York
|
$271K
|
+$2.33K
|
+13
|
+0.9%
|
|
|
434
|
Fisher Asset Management
Camas,
Washington
|
$265K
|
-$1.03M
|
-5,779
|
-81%
|
|
|
435
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$264K
|
+$250K
|
+1,399
|
New
|
|
|
436
|
Avidian Wealth Enterprises
Houston,
Texas
|
$262K
|
+$248K
|
+1,387
|
New
|
|
|
437
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$260K
|
-$106K
|
-594
|
-30%
|
|
|
438
|
Pillar Pacific Capital Management
Pacifica,
California
|
$255K
|
–
|
–
|
–
|
|
|
439
|
Round Table Services
Westfield,
New Jersey
|
$255K
|
–
|
–
|
–
|
|
|
440
|
SFMG Wealth Advisors
Plano,
Texas
|
$251K
|
–
|
–
|
–
|
|
|
441
|
Windham Capital Management
Boston,
Massachusetts
|
$247K
|
–
|
–
|
–
|
|
|
442
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$246K
|
–
|
–
|
–
|
|
|
443
|
Naples Global Advisors
Naples,
Florida
|
$240K
|
+$4.47K
|
+25
|
+2%
|
|
|
444
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$236K
|
+$224K
|
+1,250
|
New
|
|
|
445
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$234K
|
–
|
–
|
–
|
|
|
446
|
Proficio Capital Partners
Newton,
Massachusetts
|
$231K
|
–
|
–
|
–
|
|
|
447
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$231K
|
+$17.5K
|
+98
|
+9%
|
|
|
448
|
Cognios Capital
Leawood,
Kansas
|
$228K
|
–
|
–
|
–
|
|
|
449
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$227K
|
+$215K
|
+1,203
|
New
|
|
|
450
|
|
$226K
|
-$2.86K
|
-16
|
-1%
|
|
