|
176
|
Mission Wealth Management
Santa Barbara,
California
|
$311K
|
–
|
–
|
–
|
|
|
177
|
Wellington Shields & Co
New York
|
$303K
|
–
|
–
|
–
|
|
|
178
|
Corient Private Wealth
Miami,
Florida
|
$303K
|
+$300K
|
+5,000
|
New
|
|
|
179
|
Atria Wealth Solutions
New York
|
$300K
|
–
|
–
|
–
|
|
|
180
|
Crossmark Global Holdings
Houston,
Texas
|
$299K
|
-$1.56K
|
-26
|
-0.5%
|
|
|
181
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$293K
|
-$54.1K
|
-901
|
-16%
|
|
|
182
|
Franklin Resources
San Mateo,
California
|
$287K
|
+$284K
|
+4,735
|
New
|
|
|
183
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$285K
|
–
|
–
|
–
|
|
|
184
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$278K
|
-$1.89M
|
-31,521
|
-87%
|
|
|
185
|
Fidelity Investments
Boston,
Massachusetts
|
$270K
|
-$18.9K
|
-315
|
-7%
|
|
|
186
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$269K
|
+$267K
|
+4,442
|
New
|
|
|
187
|
|
$269K
|
+$266K
|
+4,434
|
New
|
|
|
188
|
Old Port Advisors
Portland,
Maine
|
$261K
|
–
|
–
|
–
|
|
|
189
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$261K
|
–
|
–
|
–
|
|
|
190
|
Evergreen Capital Management
Bellevue,
Washington
|
$254K
|
-$27.6K
|
-460
|
-10%
|
|
|
191
|
Steward Partners Investment Advisory
New York
|
$250K
|
+$481
|
+8
|
+0.2%
|
|
|
192
|
Lido Advisors
Los Angeles,
California
|
$247K
|
+$245K
|
+4,079
|
New
|
|
|
193
|
Advisor Partners II
Walnut Creek,
California
|
$246K
|
+$244K
|
+4,061
|
New
|
|
|
194
|
Argent Trust Co
Nashville,
Tennessee
|
$243K
|
–
|
–
|
–
|
|
|
195
|
Delta Investment Management
San Francisco,
California
|
$243K
|
–
|
–
|
–
|
|
|
196
|
Stewart & Patten Company
Lafayette,
California
|
$243K
|
–
|
–
|
–
|
|
|
197
|
Whittier Trust
South Pasadena,
California
|
$243K
|
–
|
–
|
–
|
|
|
198
|
Boston Family Office
Boston,
Massachusetts
|
$234K
|
–
|
–
|
–
|
|
|
199
|
Profund Advisors
Bethesda,
Maryland
|
$229K
|
-$18.6K
|
-310
|
-8%
|
|
|
200
|
|
$227K
|
-$10.9K
|
-182
|
-5%
|
|
