|
301
|
|
$303K
|
-$880K
|
-17,165
|
-76%
|
|
|
302
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$303K
|
+$13.7K
|
+268
|
+5%
|
|
|
303
|
Perigon Wealth Management
San Francisco,
California
|
$301K
|
-$63.1K
|
-1,230
|
-19%
|
|
|
304
|
Avalon Investment & Advisory
Houston,
Texas
|
$301K
|
+$276K
|
+5,391
|
New
|
|
|
305
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$299K
|
-$2.72K
|
-53
|
-1%
|
|
|
306
|
Coldstream Capital Management
Bellevue,
Washington
|
$295K
|
+$14.9K
|
+291
|
+6%
|
|
|
307
|
|
$279K
|
–
|
–
|
–
|
|
|
308
|
Eastern Bank
Boston,
Massachusetts
|
$279K
|
–
|
–
|
–
|
|
|
309
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$274K
|
-$30.8K
|
-600
|
-11%
|
|
|
310
|
J.W. Burns & Co
Dewitt,
New York
|
$270K
|
-$63.1K
|
-1,230
|
-20%
|
|
|
311
|
Advisor Partners
Walnut Creek,
California
|
$258K
|
-$40.6K
|
-792
|
-15%
|
|
|
312
|
ETrade Capital Management
Arlington,
Virginia
|
$255K
|
+$234K
|
+4,560
|
New
|
|
|
313
|
Dynamic Capital Management
St. Helier,
Jersey
|
$252K
|
+$231K
|
+4,512
|
New
|
|
|
314
|
HMS Capital Management
Nashville,
Tennessee
|
$242K
|
+$222K
|
+4,336
|
New
|
|
|
315
|
Chatham Capital Group
Savannah,
Georgia
|
$232K
|
+$213K
|
+4,150
|
New
|
|
|
316
|
Caprock Group
Boise,
Idaho
|
$221K
|
+$203K
|
+3,967
|
New
|
|
|
317
|
BOK Financial
Tulsa,
Oklahoma
|
$219K
|
+$201K
|
+3,919
|
New
|
|
|
318
|
Cigna Investments
Bloomfield,
Connecticut
|
$216K
|
-$20.5K
|
-400
|
-7%
|
|
|
319
|
BlueCrest Capital Management
St Helier,
Jersey
|
$216K
|
+$198K
|
+3,870
|
New
|
|
|
320
|
American Portfolios Advisors
Holbrook,
New York
|
$216K
|
+$50.5K
|
+985
|
+34%
|
|
|
321
|
Fiduciary Trust
Boston,
Massachusetts
|
$212K
|
+$195K
|
+3,799
|
New
|
|
|
322
|
Geneos Wealth Management
Englewood,
Colorado
|
$209K
|
+$72.1K
|
+1,407
|
+60%
|
|
|
323
|
|
$208K
|
-$3.67M
|
-71,646
|
-95%
|
|
|
324
|
Wealthfront
Palo Alto,
California
|
$200K
|
+$184K
|
+3,585
|
New
|
|
|
325
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$195K
|
+$461
|
+9
|
+0.3%
|
|
