|
676
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$299K
|
+$301K
|
+10,885
|
New
|
|
|
677
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$298K
|
-$60.9K
|
-2,205
|
-17%
|
|
|
678
|
Welch & Forbes
Boston,
Massachusetts
|
$298K
|
+$13.5K
|
+490
|
+5%
|
|
|
679
|
Crosspoint Capital Strategies
Orinda,
California
|
$297K
|
+$25.5K
|
+922
|
+21%
|
|
|
680
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$296K
|
–
|
–
|
–
|
|
|
681
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$296K
|
–
|
–
|
–
|
|
|
682
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$292K
|
+$294K
|
+10,642
|
New
|
|
|
683
|
|
$289K
|
-$295K
|
-10,692
|
-50%
|
|
|
684
|
AIMZ Investment Advisors
Los Altos,
California
|
$287K
|
–
|
–
|
–
|
|
|
685
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$286K
|
+$26.4K
|
+957
|
+10%
|
|
|
686
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$284K
|
-$215K
|
-7,787
|
-43%
|
|
|
687
|
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
|
$282K
|
-$46.9K
|
-1,700
|
-14%
|
|
|
688
|
Strategic Investment Management
Arlington,
Virginia
|
$281K
|
-$7.4K
|
-268
|
-3%
|
|
|
689
|
Kalos Management
Alpharetta,
Georgia
|
$281K
|
+$282K
|
+10,228
|
New
|
|
|
690
|
LBA Wealth Management
Jacksonville,
Florida
|
$279K
|
+$110K
|
+3,975
|
+64%
|
|
|
691
|
Citizens Financial Group
Providence,
Rhode Island
|
$278K
|
+$279K
|
+10,114
|
New
|
|
|
692
|
R.H. Bluestein & Co
Birmingham,
Michigan
|
$276K
|
+$277K
|
+10,049
|
New
|
|
|
693
|
Smith Hayes Advisers
Lincoln,
Nebraska
|
$275K
|
–
|
–
|
–
|
|
|
694
|
Choate Investment Advisors
Boston,
Massachusetts
|
$271K
|
-$127K
|
-4,593
|
-49%
|
|
|
695
|
Central Bank & Trust
Lexington,
Kentucky
|
$267K
|
-$581K
|
-21,028
|
-68%
|
|
|
696
|
South Street Advisors
New York
|
$267K
|
–
|
–
|
–
|
|
|
697
|
TDAM USA
Toronto,
Ontario, Canada
|
$264K
|
-$30.6K
|
-1,107
|
-10%
|
|
|
698
|
Fayez Sarofim & Co
Houston,
Texas
|
$262K
|
–
|
–
|
–
|
|
|
699
|
Destination Wealth Management
Walnut Creek,
California
|
$262K
|
+$263K
|
+9,540
|
New
|
|
|
700
|
|
$261K
|
-$9.97K
|
-361
|
-4%
|
|
