|
176
|
Coldstream Capital Management
Bellevue,
Washington
|
$327K
|
-$14.5K
|
-271
|
-4%
|
|
|
177
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$324K
|
+$123K
|
+2,296
|
+50%
|
|
|
178
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$317K
|
+$80.4K
|
+1,501
|
+29%
|
|
|
179
|
Congress Park Capital
Saratoga Springs,
New York
|
$309K
|
–
|
–
|
–
|
|
|
180
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$302K
|
–
|
–
|
–
|
|
|
181
|
PDS Planning
Dublin,
Ohio
|
$300K
|
+$2.63K
|
+49
|
+0.8%
|
|
|
182
|
Moody National Bank Trust Division
Galveston,
Texas
|
$298K
|
-$36.7K
|
-684
|
-10%
|
|
|
183
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$293K
|
-$4.55K
|
-85
|
-1%
|
|
|
184
|
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
$293K
|
-$675K
|
-12,600
|
-67%
|
|
|
185
|
HB Wealth Management
Atlanta,
Georgia
|
$290K
|
+$52.6K
|
+982
|
+19%
|
|
|
186
|
Ascent Group
Virginia Beach,
Virginia
|
$288K
|
+$161
|
+3
|
+0%
|
|
|
187
|
Larry Mathis Financial Planning
Phoenix,
Arizona
|
$285K
|
-$49.8K
|
-929
|
-13%
|
|
|
188
|
Global Retirement Partners
San Rafael,
California
|
$282K
|
+$322K
|
+6,013
|
New
|
|
|
189
|
Inspire Investing
Meridian,
Idaho
|
$279K
|
-$91.1K
|
-1,700
|
-22%
|
|
|
190
|
SmartHarvest Portfolios
Poulsbo,
Washington
|
$278K
|
+$13.4K
|
+250
|
+4%
|
|
|
191
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$275K
|
+$10.3K
|
+193
|
+3%
|
|
|
192
|
|
$275K
|
+$69.8K
|
+1,302
|
+29%
|
|
|
193
|
Rockefeller Capital Management
New York
|
$275K
|
+$37.7K
|
+704
|
+14%
|
|
|
194
|
Merit Financial Group
Alpharetta,
Georgia
|
$273K
|
+$14.5K
|
+270
|
+5%
|
|
|
195
|
Drive Wealth Management
Lehi,
Utah
|
$273K
|
+$7.82K
|
+146
|
+3%
|
|
|
196
|
Cambiar Investors
Denver,
Colorado
|
$260K
|
-$265K
|
-4,937
|
-47%
|
|
|
197
|
Trek Financial
Scottsdale,
Arizona
|
$259K
|
+$297K
|
+5,536
|
New
|
|
|
198
|
Kestra Advisory Services
Austin,
Texas
|
$252K
|
-$159K
|
-2,975
|
-36%
|
|
|
199
|
Personal CFO Solutions
Chester,
New Jersey
|
$251K
|
+$287K
|
+5,363
|
New
|
|
|
200
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$249K
|
-$6.64K
|
-124
|
-2%
|
|
