|
501
|
Fortem Financial Group
Palm Desert,
California
|
$233K
|
-$290K
|
-3,776
|
-56%
|
|
|
502
|
Bluefin Capital Management
New York
|
$233K
|
–
|
–
|
–
|
|
|
503
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$232K
|
-$5.75K
|
-75
|
-2%
|
|
|
504
|
Brighton Jones LLC
Seattle,
Washington
|
$229K
|
+$153
|
+2
|
+0.1%
|
|
|
505
|
Avidian Wealth Enterprises
Houston,
Texas
|
$226K
|
-$15.6M
|
-203,657
|
-99%
|
|
|
506
|
Boston Family Office
Boston,
Massachusetts
|
$224K
|
–
|
–
|
–
|
|
|
507
|
Tocqueville Asset Management
New York
|
$223K
|
–
|
–
|
–
|
|
|
508
|
Parker Investment Management
Menlo Park,
California
|
$221K
|
–
|
–
|
–
|
|
|
509
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$218K
|
+$215K
|
+2,803
|
New
|
|
|
510
|
SVB Wealth
Boston,
Massachusetts
|
$218K
|
+$215K
|
+2,805
|
New
|
|
|
511
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$216K
|
–
|
–
|
–
|
|
|
512
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$212K
|
–
|
–
|
–
|
|
|
513
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$212K
|
+$210K
|
+2,741
|
New
|
|
|
514
|
Sequent Asset Management
Houston,
Texas
|
$211K
|
–
|
–
|
–
|
|
|
515
|
Eastern Bank
Boston,
Massachusetts
|
$210K
|
-$40.2K
|
-524
|
-16%
|
|
|
516
|
|
$210K
|
–
|
–
|
–
|
|
|
517
|
IRON Financial
Northbrook,
Illinois
|
$210K
|
–
|
–
|
–
|
|
|
518
|
Hilltop Holdings
Dallas,
Texas
|
$209K
|
+$8.44K
|
+110
|
+4%
|
|
|
519
|
Stack Financial Management
Whitefish,
Montana
|
$209K
|
+$206K
|
+2,687
|
New
|
|
|
520
|
Linscomb Wealth
Houston,
Texas
|
$208K
|
–
|
–
|
–
|
|
|
521
|
Cribstone Capital Management
Augusta,
Maine
|
$207K
|
+$3.84K
|
+50
|
+2%
|
|
|
522
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$205K
|
-$4.6K
|
-60
|
-2%
|
|
|
523
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$205K
|
–
|
–
|
–
|
|
|
524
|
Means Investment Company
Bangor,
Maine
|
$203K
|
+$192K
|
+2,506
|
New
|
|
|
525
|
Brickley Wealth Management
San Mateo,
California
|
$202K
|
–
|
–
|
–
|
|
