|
101
|
Vontobel Holding
Zurich,
Switzerland
|
$512K
|
+$19.2K
|
+365
|
+4%
|
|
|
102
|
SimplyRich
Carlsbad,
California
|
$504K
|
-$86.7K
|
-1,650
|
-15%
|
|
|
103
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$480K
|
–
|
–
|
–
|
|
|
104
|
3D/L Capital Management
Hartford,
Connecticut
|
$478K
|
-$946
|
-18
|
-0.2%
|
|
|
105
|
Colorado Capital Management
Boulder,
Colorado
|
$469K
|
–
|
–
|
–
|
|
|
106
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$468K
|
-$26.3K
|
-500
|
-5%
|
|
|
107
|
RFG Advisory
Birmingham,
Alabama
|
$462K
|
+$2.84K
|
+54
|
+0.6%
|
|
|
108
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$439K
|
-$33.1K
|
-629
|
-7%
|
|
|
109
|
Raymond James & Associates
St Petersburg,
Florida
|
$436K
|
–
|
–
|
–
|
|
|
110
|
Parametric Portfolio Associates
Seattle,
Washington
|
$426K
|
+$420K
|
+7,999
|
New
|
|
|
111
|
|
$417K
|
+$73.4K
|
+1,396
|
+22%
|
|
|
112
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$415K
|
+$82.1K
|
+1,563
|
+25%
|
|
|
113
|
CoreCap Advisors
Southfield,
Michigan
|
$402K
|
-$368
|
-7
|
-0.1%
|
|
|
114
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$380K
|
-$14.8K
|
-282
|
-4%
|
|
|
115
|
WhitTier Trust Company
Reno,
Nevada
|
$375K
|
+$21.4K
|
+408
|
+6%
|
|
|
116
|
Madden Securities
Dallas,
Texas
|
$368K
|
–
|
–
|
–
|
|
|
117
|
Beacon Pointe Advisors
Newport Beach,
California
|
$364K
|
+$359K
|
+6,832
|
New
|
|
|
118
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$359K
|
–
|
–
|
–
|
|
|
119
|
Alaska Permanent Fund
Juneau,
Alaska
|
$346K
|
–
|
–
|
–
|
|
|
120
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$345K
|
+$340K
|
+6,469
|
New
|
|
|
121
|
Covington Capital Management
Los Angeles,
California
|
$340K
|
-$503K
|
-9,575
|
-60%
|
|
|
122
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$339K
|
+$11.9K
|
+227
|
+4%
|
|
|
123
|
Atria Wealth Solutions
New York
|
$337K
|
+$332K
|
+6,326
|
New
|
|
|
124
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$334K
|
–
|
–
|
–
|
|
|
125
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$329K
|
-$2.79K
|
-53
|
-0.9%
|
|
