|
526
|
Defined Wealth Management
Beaverton,
Oregon
|
$366K
|
–
|
–
|
–
|
|
|
527
|
Bollard Group
Boston,
Massachusetts
|
$364K
|
-$770K
|
-1,800
|
-60%
|
|
|
528
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$364K
|
–
|
–
|
–
|
|
|
529
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$363K
|
+$12.4K
|
+29
|
+2%
|
|
|
530
|
MAI Capital Management
Independence,
Ohio
|
$359K
|
-$15.8K
|
-37
|
-3%
|
|
|
531
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$359K
|
–
|
–
|
–
|
|
|
532
|
Principal Street Partners
Memphis,
Tennessee
|
$356K
|
+$31.7K
|
+74
|
+7%
|
|
|
533
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$356K
|
+$47.5K
|
+111
|
+10%
|
|
|
534
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$355K
|
-$682K
|
-1,595
|
-58%
|
|
|
535
|
Aspiriant LLC
Los Angeles,
California
|
$353K
|
+$21.4K
|
+50
|
+4%
|
|
|
536
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$353K
|
+$284K
|
+665
|
+134%
|
|
|
537
|
Cresset Asset Management
Chicago,
Illinois
|
$352K
|
-$51.8K
|
-121
|
-9%
|
|
|
538
|
WealthSource Partners
San Luis Obispo,
California
|
$351K
|
-$198K
|
-464
|
-29%
|
|
|
539
|
Horizon Investments
Charlotte,
North Carolina
|
$349K
|
+$40.2K
|
+94
|
+9%
|
|
|
540
|
IFP Advisors
Tampa,
Florida
|
$348K
|
+$154K
|
+361
|
+33%
|
|
|
541
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$341K
|
-$556K
|
-1,299
|
-54%
|
|
|
542
|
Heard Capital LLC
Chicago,
Illinois
|
$340K
|
–
|
–
|
–
|
|
|
543
|
Pure Financial Advisors
San Diego,
California
|
$340K
|
+$1.71K
|
+4
|
+0.4%
|
|
|
544
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$336K
|
-$31.7K
|
-74
|
-6%
|
|
|
545
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$336K
|
+$10.7K
|
+25
|
+2%
|
|
|
546
|
Cutler Group
San Francisco,
California
|
$335K
|
+$473K
|
+1,105
|
New
|
|
|
547
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$334K
|
-$61.6K
|
-144
|
-12%
|
|
|
548
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$334K
|
–
|
–
|
–
|
|
|
549
|
Beacon Pointe Advisors
Newport Beach,
California
|
$333K
|
-$264K
|
-616
|
-36%
|
|
|
550
|
Roberts Capital Advisors
Denver,
Colorado
|
$333K
|
–
|
–
|
–
|
|
