|
551
|
Successful Portfolios
Clearwater,
Florida
|
$268K
|
–
|
–
|
–
|
|
|
552
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$266K
|
–
|
–
|
–
|
|
|
553
|
Carret Asset Management
New York
|
$264K
|
–
|
–
|
–
|
|
|
554
|
Alterna Wealth Management
Houston,
Texas
|
$264K
|
+$252K
|
+1,025
|
New
|
|
|
555
|
Armbruster Capital Management
Pittsford,
New York
|
$263K
|
–
|
–
|
–
|
|
|
556
|
Sonata Capital Group
Seattle,
Washington
|
$259K
|
+$492
|
+2
|
+0.2%
|
|
|
557
|
Wealthsimple US
Brooklyn,
New York
|
$259K
|
+$1.48K
|
+6
|
+0.6%
|
|
|
558
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$258K
|
-$17K
|
-69
|
-6%
|
|
|
559
|
Beck Mack & Oliver
New York
|
$258K
|
–
|
–
|
–
|
|
|
560
|
DOHJ LLC
Seattle,
Washington
|
$258K
|
–
|
–
|
–
|
|
|
561
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$258K
|
–
|
–
|
–
|
|
|
562
|
Horizon Bancorp
Michigan City,
Indiana
|
$258K
|
–
|
–
|
–
|
|
|
563
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$258K
|
–
|
–
|
–
|
|
|
564
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$258K
|
–
|
–
|
–
|
|
|
565
|
Windham Capital Management
Boston,
Massachusetts
|
$258K
|
–
|
–
|
–
|
|
|
566
|
Clarity Wealth Advisors
San Jose,
California
|
$257K
|
+$245K
|
+998
|
New
|
|
|
567
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$255K
|
+$243K
|
+990
|
New
|
|
|
568
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$250K
|
–
|
–
|
–
|
|
|
569
|
Laidlaw Wealth Management
New York City,
New York
|
$249K
|
+$237K
|
+965
|
New
|
|
|
570
|
F3Logic
Burnsville,
Minnesota
|
$248K
|
-$31.5K
|
-128
|
-12%
|
|
|
571
|
Koshinski Asset Management
Decatur,
Illinois
|
$247K
|
+$236K
|
+960
|
New
|
|
|
572
|
Greenwich Investment Management
Norwalk,
Connecticut
|
$245K
|
–
|
–
|
–
|
|
|
573
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$244K
|
–
|
–
|
–
|
|
|
574
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$242K
|
–
|
–
|
–
|
|
|
575
|
Meridian Wealth Advisors
Austin,
Texas
|
$242K
|
+$231K
|
+939
|
New
|
|
