|
276
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$574K
|
-$43.5K
|
-475
|
-7%
|
|
|
277
|
Merit Financial Group
Alpharetta,
Georgia
|
$571K
|
-$5.86K
|
-64
|
-1%
|
|
|
278
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$565K
|
+$565K
|
+6,176
|
New
|
|
|
279
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$561K
|
–
|
–
|
–
|
|
|
280
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$550K
|
-$1.46M
|
-15,998
|
-73%
|
|
|
281
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$547K
|
+$51.9K
|
+567
|
+10%
|
|
|
282
|
WealthOne
Albany,
New York
|
$545K
|
+$156K
|
+1,699
|
+40%
|
|
|
283
|
American Investment Services
Great Barrington,
Massachusetts
|
$542K
|
+$46.9K
|
+512
|
+9%
|
|
|
284
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$532K
|
–
|
–
|
–
|
|
|
285
|
Oxbow Advisors
Austin,
Texas
|
$532K
|
+$24.7K
|
+270
|
+5%
|
|
|
286
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$525K
|
+$40.1K
|
+438
|
+8%
|
|
|
287
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$523K
|
–
|
–
|
–
|
|
|
288
|
Tidal Investments
Milwaukee,
Wisconsin
|
$503K
|
–
|
–
|
–
|
|
|
289
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$499K
|
-$243K
|
-2,650
|
-33%
|
|
|
290
|
Comerica Bank
Dallas,
Texas
|
$498K
|
-$205K
|
-2,237
|
-29%
|
|
|
291
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$494K
|
-$400K
|
-4,372
|
-45%
|
|
|
292
|
Riversedge Advisors
Wilmington,
Delaware
|
$487K
|
-$844K
|
-9,216
|
-63%
|
|
|
293
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$485K
|
+$485K
|
+5,294
|
New
|
|
|
294
|
Waverly Advisors
Birmingham,
Alabama
|
$481K
|
-$49K
|
-535
|
-9%
|
|
|
295
|
Howard Financial Services
Dallas,
Texas
|
$458K
|
-$182K
|
-1,989
|
-28%
|
|
|
296
|
Curi RMB Capital
Chicago,
Illinois
|
$453K
|
-$95.9K
|
-1,048
|
-17%
|
|
|
297
|
Rockbridge Investment Management
Syracuse,
New York
|
$451K
|
+$451K
|
+4,923
|
New
|
|
|
298
|
Congress Asset Management
Boston,
Massachusetts
|
$441K
|
+$441K
|
+4,820
|
New
|
|
|
299
|
Optimal Asset Management
Los Altos,
California
|
$433K
|
-$1.37M
|
-14,921
|
-76%
|
|
|
300
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$433K
|
+$125K
|
+1,361
|
+40%
|
|
