|
226
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$329K
|
-$510K
|
-6,120
|
-61%
|
|
|
227
|
Fidelity Investments
Boston,
Massachusetts
|
$323K
|
+$322K
|
+3,862
|
New
|
|
|
228
|
Choreo LLC
Rockford,
Illinois
|
$309K
|
+$308K
|
+3,699
|
New
|
|
|
229
|
William Blair & Company
Chicago,
Illinois
|
$308K
|
-$131K
|
-1,568
|
-30%
|
|
|
230
|
Evanson Asset Management
Carmel,
California
|
$306K
|
+$333
|
+4
|
+0.1%
|
|
|
231
|
Boys Arnold & Co
Asheville,
North Carolina
|
$305K
|
–
|
–
|
–
|
|
|
232
|
Avidian Wealth Enterprises
Houston,
Texas
|
$301K
|
-$11.3M
|
-136,244
|
-97%
|
|
|
233
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$299K
|
–
|
–
|
–
|
|
|
234
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$291K
|
+$177K
|
+2,130
|
+158%
|
|
|
235
|
Continuum Advisory
Eagle,
Idaho
|
$291K
|
+$290K
|
+3,480
|
New
|
|
|
236
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$285K
|
+$33.3K
|
+400
|
+13%
|
|
|
237
|
WesBanco Bank
Wheeling,
West Virginia
|
$273K
|
–
|
–
|
–
|
|
|
238
|
Windsor Financial Group
Minneapolis,
Minnesota
|
$273K
|
–
|
–
|
–
|
|
|
239
|
Avior Wealth Management
Omaha,
Nebraska
|
$259K
|
+$3.33K
|
+40
|
+1%
|
|
|
240
|
Aureus Asset Management
Boston,
Massachusetts
|
$256K
|
+$255K
|
+3,057
|
New
|
|
|
241
|
Farr Miller & Washington
Washington,
District of Columbia
|
$251K
|
–
|
–
|
–
|
|
|
242
|
Central Trust Company
Jefferson City,
Missouri
|
$247K
|
+$12K
|
+144
|
+5%
|
|
|
243
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$246K
|
+$158K
|
+1,899
|
+181%
|
|
|
244
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$242K
|
+$241K
|
+2,890
|
New
|
|
|
245
|
Clear Perspective Advisors
Aurora,
Illinois
|
$240K
|
–
|
–
|
–
|
|
|
246
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$238K
|
–
|
–
|
–
|
|
|
247
|
Advisory Services Network
Atlanta,
Georgia
|
$235K
|
+$234K
|
+2,805
|
New
|
|
|
248
|
LVZ Inc
Holland,
Michigan
|
$234K
|
+$233K
|
+2,804
|
New
|
|
|
249
|
Fiduciary Wealth Partners
Boston,
Massachusetts
|
$233K
|
+$916
|
+11
|
+0.4%
|
|
|
250
|
Archford Capital Strategies
Swansea,
Illinois
|
$230K
|
-$107K
|
-1,284
|
-32%
|
|
