|
501
|
Fort LP
Chevy Chase,
Maryland
|
$269K
|
-$325K
|
-3,942
|
-53%
|
|
|
502
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$267K
|
–
|
–
|
–
|
|
|
503
|
Allworth Financial
Folsom,
California
|
$265K
|
-$35.9K
|
-435
|
-11%
|
|
|
504
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$265K
|
–
|
–
|
–
|
|
|
505
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$262K
|
-$40.7K
|
-493
|
-13%
|
|
|
506
|
Douglass Winthrop Advisors
New York
|
$259K
|
-$3.87M
|
-46,863
|
-93%
|
|
|
507
|
Boston Trust Walden
Boston,
Massachusetts
|
$259K
|
–
|
–
|
–
|
|
|
508
|
Hall Private Wealth Advisors
Waxhaw,
North Carolina
|
$259K
|
+$27.8K
|
+337
|
+11%
|
|
|
509
|
Balentine LLC
Atlanta,
Georgia
|
$258K
|
-$69.9K
|
-846
|
-20%
|
|
|
510
|
IMPACTfolio
Denver,
Colorado
|
$257K
|
+$23.2K
|
+281
|
+9%
|
|
|
511
|
Angeles Wealth Management
Santa Monica,
California
|
$256K
|
-$1.82K
|
-22
|
-0.7%
|
|
|
512
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$254K
|
-$17.1K
|
-207
|
-6%
|
|
|
513
|
Main Street Research
Lakeville,
Connecticut
|
$254K
|
–
|
–
|
–
|
|
|
514
|
De Burlo Group
Boston,
Massachusetts
|
$254K
|
+$268K
|
+3,250
|
New
|
|
|
515
|
Quintet Private Bank (Europe)
Luxembourg
|
$250K
|
+$185K
|
+2,236
|
New
|
|
|
516
|
CIBC World Market
Toronto,
Ontario, Canada
|
$250K
|
+$2.56K
|
+31
|
+1%
|
|
|
517
|
Keene & Associates
Fort Worth,
Texas
|
$249K
|
+$20.6K
|
+250
|
+9%
|
|
|
518
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$247K
|
–
|
–
|
–
|
|
|
519
|
Ritholtz Wealth Management
New York
|
$247K
|
+$8.34K
|
+101
|
+3%
|
|
|
520
|
Caprock Group
Boise,
Idaho
|
$246K
|
+$8.59K
|
+104
|
+3%
|
|
|
521
|
Howland Capital Management
Boston,
Massachusetts
|
$244K
|
–
|
–
|
–
|
|
|
522
|
SteelPeak Wealth
Woodland Hills,
California
|
$243K
|
+$257K
|
+3,109
|
New
|
|
|
523
|
Aureus Asset Management
Boston,
Massachusetts
|
$242K
|
–
|
–
|
–
|
|
|
524
|
Mission Creek Capital Partners
San Francisco,
California
|
$241K
|
-$64.8K
|
-785
|
-20%
|
|
|
525
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$240K
|
-$15.9K
|
-193
|
-6%
|
|
