|
176
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$402K
|
-$70.1K
|
-750
|
-15%
|
|
|
177
|
Phocas Financial Corp
Alameda,
California
|
$402K
|
+$398K
|
+4,257
|
New
|
|
|
178
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$392K
|
+$45.8K
|
+490
|
+13%
|
|
|
179
|
Mission Wealth Management
Santa Barbara,
California
|
$387K
|
+$383K
|
+4,100
|
New
|
|
|
180
|
Advisornet Financial
Minnetonka,
Minnesota
|
$379K
|
+$19.5K
|
+208
|
+5%
|
|
|
181
|
Moody National Bank Trust Division
Galveston,
Texas
|
$372K
|
-$465K
|
-4,968
|
-56%
|
|
|
182
|
Creative Planning
Overland Park,
Kansas
|
$366K
|
-$22.4K
|
-240
|
-6%
|
|
|
183
|
Marcum Wealth
Cleveland,
Ohio
|
$363K
|
-$8.51K
|
-91
|
-2%
|
|
|
184
|
Belpointe Asset Management
Reno,
Nevada
|
$350K
|
+$27.3K
|
+292
|
+9%
|
|
|
185
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$343K
|
+$339K
|
+3,627
|
New
|
|
|
186
|
Parametric Portfolio Associates
Seattle,
Washington
|
$341K
|
+$561
|
+6
|
+0.2%
|
|
|
187
|
Continuum Advisory
Eagle,
Idaho
|
$338K
|
+$334K
|
+3,573
|
New
|
|
|
188
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$336K
|
–
|
–
|
–
|
|
|
189
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$323K
|
–
|
–
|
–
|
|
|
190
|
Whittier Trust
South Pasadena,
California
|
$323K
|
–
|
–
|
–
|
|
|
191
|
Cutler Group
San Francisco,
California
|
$323K
|
+$215K
|
+2,300
|
+205%
|
|
|
192
|
WealthOne
Albany,
New York
|
$322K
|
+$56.3K
|
+602
|
+21%
|
|
|
193
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$316K
|
–
|
–
|
–
|
|
|
194
|
Blue Fin Capital
Warren,
Rhode Island
|
$298K
|
+$295K
|
+3,155
|
New
|
|
|
195
|
55I LLC
Boston,
Massachusetts
|
$287K
|
+$284K
|
+3,033
|
New
|
|
|
196
|
Fidelity Investments
Boston,
Massachusetts
|
$285K
|
+$2.15K
|
+23
|
+0.8%
|
|
|
197
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$284K
|
–
|
–
|
–
|
|
|
198
|
Foster Group
West Des Moines,
Iowa
|
$284K
|
–
|
–
|
–
|
|
|
199
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$273K
|
-$12.5M
|
-133,391
|
-98%
|
|
|
200
|
Atlas Brown
Louisville,
Kentucky
|
$264K
|
–
|
–
|
–
|
|
