|
326
|
Coldstream Capital Management
Bellevue,
Washington
|
$308K
|
+$286K
|
+4,486
|
New
|
|
|
327
|
Whittier Trust
South Pasadena,
California
|
$304K
|
-$1.08K
|
-17
|
-0.4%
|
|
|
328
|
InTrack Investment Management
South Burlington,
Vermont
|
$303K
|
+$282K
|
+4,415
|
New
|
|
|
329
|
Advisor OS
Chicago,
Illinois
|
$299K
|
+$28.9K
|
+453
|
+12%
|
|
|
330
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$297K
|
-$1.02K
|
-16
|
-0.4%
|
|
|
331
|
Checchi Capital Advisers
Beverly Hills,
California
|
$286K
|
-$12.4K
|
-194
|
-4%
|
|
|
332
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$284K
|
-$46.4K
|
-727
|
-15%
|
|
|
333
|
Boston Family Office
Boston,
Massachusetts
|
$283K
|
-$699K
|
-10,952
|
-73%
|
|
|
334
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$282K
|
+$264K
|
+4,133
|
New
|
|
|
335
|
Calamos Wealth Management
Naperville,
Illinois
|
$281K
|
-$799K
|
-12,524
|
-75%
|
|
|
336
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$273K
|
-$15.6K
|
-245
|
-6%
|
|
|
337
|
AssetMark Inc
Concord,
California
|
$272K
|
-$552K
|
-8,657
|
-69%
|
|
|
338
|
One Wealth Advisors
San Francisco,
California
|
$271K
|
+$8.42K
|
+132
|
+3%
|
|
|
339
|
Henry James International Management
New York
|
$265K
|
+$247K
|
+3,869
|
New
|
|
|
340
|
DFPG Investments
Sandy,
Utah
|
$262K
|
+$232K
|
+3,642
|
New
|
|
|
341
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$261K
|
+$78.5K
|
+1,230
|
+48%
|
|
|
342
|
Lion Street Advisors
Austin,
Texas
|
$261K
|
+$201K
|
+3,157
|
New
|
|
|
343
|
Pursue Wealth Partners
Clayton,
California
|
$260K
|
–
|
–
|
–
|
|
|
344
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$258K
|
+$240K
|
+3,766
|
New
|
|
|
345
|
Baron Wealth Management
Troy,
Michigan
|
$252K
|
+$235K
|
+3,678
|
New
|
|
|
346
|
Parallel Advisors
San Francisco,
California
|
$250K
|
-$24.6K
|
-386
|
-10%
|
|
|
347
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$248K
|
-$159K
|
-2,490
|
-41%
|
|
|
348
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$244K
|
-$81.3K
|
-1,275
|
-26%
|
|
|
349
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$244K
|
+$10.9K
|
+171
|
+5%
|
|
|
350
|
Dearborn Partners
Chicago,
Illinois
|
$243K
|
+$765
|
+12
|
+0.3%
|
|
