|
226
|
Welch & Forbes
Boston,
Massachusetts
|
$201K
|
+$207K
|
+2,400
|
New
|
|
|
227
|
Asset Dedication LLC
San Francisco,
California
|
$195K
|
–
|
–
|
–
|
|
|
228
|
Fidelity Investments
Boston,
Massachusetts
|
$193K
|
+$110K
|
+1,268
|
+124%
|
|
|
229
|
|
$176K
|
–
|
–
|
–
|
|
|
230
|
AssetMark Inc
Concord,
California
|
$126K
|
–
|
–
|
–
|
|
|
231
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$100K
|
+$28.1K
|
+325
|
+38%
|
|
|
232
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$94K
|
–
|
–
|
–
|
|
|
233
|
GHP Investment Advisors
Denver,
Colorado
|
$89K
|
+$92K
|
+1,065
|
New
|
|
|
234
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$88K
|
-$4.75K
|
-55
|
-5%
|
|
|
235
|
Parallel Advisors
San Francisco,
California
|
$86K
|
-$63.9K
|
-740
|
-42%
|
|
|
236
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$79K
|
+$38.6K
|
+447
|
+91%
|
|
|
237
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$71K
|
+$605
|
+7
|
+0.8%
|
|
|
238
|
TD Private Client Wealth
New York
|
$67.6K
|
+$68.4K
|
+792
|
+6,092%
|
|
|
239
|
Point72 Hong Kong
Hong Kong
|
$60K
|
+$13.4K
|
+155
|
+28%
|
|
|
240
|
Covestor
London,
United Kingdom
|
$59K
|
+$25.7K
|
+297
|
+72%
|
|
|
241
|
|
$59K
|
+$61K
|
+706
|
New
|
|
|
242
|
Creative Financial Designs
Kokomo,
Indiana
|
$56K
|
+$518
|
+6
|
+0.9%
|
|
|
243
|
Central Trust Company
Jefferson City,
Missouri
|
$55K
|
–
|
–
|
–
|
|
|
244
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$55K
|
–
|
–
|
–
|
|
|
245
|
IFP Advisors
Tampa,
Florida
|
$54K
|
+$54.5K
|
+631
|
New
|
|
|
246
|
Pflug Koory
Omaha,
Nebraska
|
$48K
|
–
|
–
|
–
|
|
|
247
|
Canton Hathaway
Providence,
Rhode Island
|
$42K
|
–
|
–
|
–
|
|
|
248
|
Aft Forsyth & Sober
Valrico,
Florida
|
$42K
|
+$43.2K
|
+500
|
New
|
|
|
249
|
Steward Partners Investment Advisory
New York
|
$40K
|
+$21.6K
|
+250
|
+111%
|
|
|
250
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$39K
|
+$2.33K
|
+27
|
+6%
|
|
