|
901
|
Barings
Charlotte,
North Carolina
|
$265K
|
–
|
–
|
–
|
|
|
902
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$264K
|
-$81.3K
|
-1,165
|
-25%
|
|
|
903
|
CSat Investment Advisory
Detroit,
Michigan
|
$264K
|
+$7.39K
|
+106
|
+3%
|
|
|
904
|
M&G Investment Management
London,
United Kingdom
|
$264K
|
+$242K
|
+3,473
|
New
|
|
|
905
|
Columbia Trust
Portland,
Oregon
|
$263K
|
+$242K
|
+3,476
|
New
|
|
|
906
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$262K
|
-$1.05K
|
-15
|
-0.4%
|
|
|
907
|
First Foundation Advisors
Irvine,
California
|
$261K
|
-$80.6K
|
-1,156
|
-25%
|
|
|
908
|
Magnetar Financial
Evanston,
Illinois
|
$261K
|
+$240K
|
+3,435
|
New
|
|
|
909
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$259K
|
-$35K
|
-502
|
-13%
|
|
|
910
|
KeyBank National Association
Cleveland,
Ohio
|
$259K
|
-$14.9K
|
-214
|
-6%
|
|
|
911
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$259K
|
–
|
–
|
–
|
|
|
912
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$257K
|
+$236K
|
+3,383
|
New
|
|
|
913
|
Tidal Investments
Milwaukee,
Wisconsin
|
$256K
|
+$235K
|
+3,371
|
New
|
|
|
914
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$254K
|
-$2.79K
|
-40
|
-1%
|
|
|
915
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$254K
|
+$56.7K
|
+813
|
+32%
|
|
|
916
|
Tuttle Capital Management
Riverside,
Connecticut
|
$254K
|
+$233K
|
+3,344
|
New
|
|
|
917
|
Personal CFO Solutions
Chester,
New Jersey
|
$251K
|
+$231K
|
+3,311
|
New
|
|
|
918
|
|
$248K
|
-$19.9K
|
-285
|
-8%
|
|
|
919
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$247K
|
+$227K
|
+3,253
|
New
|
|
|
920
|
Integrated Advisors Network
Dallas,
Texas
|
$247K
|
+$228K
|
+3,262
|
New
|
|
|
921
|
|
$246K
|
+$226K
|
+3,245
|
New
|
|
|
922
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$243K
|
–
|
–
|
–
|
|
|
923
|
Evoke Wealth
Los Angeles,
California
|
$240K
|
+$1.53K
|
+22
|
+0.7%
|
|
|
924
|
Cairn Investment Group
Vancouver,
Washington
|
$239K
|
-$15.7K
|
-225
|
-7%
|
|
|
925
|
RFG Advisory
Birmingham,
Alabama
|
$239K
|
+$219K
|
+3,143
|
New
|
|
