|
176
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$288K
|
–
|
–
|
–
|
|
|
177
|
Fiduciary Trust
Boston,
Massachusetts
|
$274K
|
–
|
–
|
–
|
|
|
178
|
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
$271K
|
+$269K
|
+14,690
|
New
|
|
|
179
|
CIBC World Markets
New York
|
$270K
|
+$268K
|
+14,663
|
New
|
|
|
180
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$267K
|
+$56.1K
|
+3,065
|
+27%
|
|
|
181
|
|
$263K
|
–
|
–
|
–
|
|
|
182
|
PCM Encore
Aspen,
Colorado
|
$260K
|
+$258K
|
+14,109
|
New
|
|
|
183
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$257K
|
+$31.4K
|
+1,714
|
+14%
|
|
|
184
|
Single Point Partners
Boston,
Massachusetts
|
$255K
|
–
|
–
|
–
|
|
|
185
|
Prudential Financial
Newark,
New Jersey
|
$252K
|
-$7.74M
|
-422,855
|
-97%
|
|
|
186
|
PFG Investments
Woodbury,
New York
|
$251K
|
+$15K
|
+820
|
+6%
|
|
|
187
|
Barrett & Company
Providence,
Rhode Island
|
$250K
|
+$98.3K
|
+5,369
|
+66%
|
|
|
188
|
World Investment Advisors
Santa Barbara,
California
|
$241K
|
+$240K
|
+13,091
|
New
|
|
|
189
|
Raymond James Financial
St Petersburg,
Florida
|
$239K
|
+$3.94K
|
+215
|
+2%
|
|
|
190
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$239K
|
-$216K
|
-11,777
|
-48%
|
|
|
191
|
Sterling Capital Management
Charlotte,
North Carolina
|
$237K
|
-$13.5K
|
-739
|
-5%
|
|
|
192
|
Abacus Wealth Partners
Santa Monica,
California
|
$236K
|
+$234K
|
+12,801
|
New
|
|
|
193
|
EP Wealth Advisors
Torrance,
California
|
$235K
|
+$234K
|
+12,778
|
New
|
|
|
194
|
Tortoise Investment Management
White Plains,
New York
|
$230K
|
–
|
–
|
–
|
|
|
195
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$223K
|
-$12.4K
|
-678
|
-5%
|
|
|
196
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$211K
|
+$141K
|
+7,721
|
+208%
|
|
|
197
|
Jefferies Financial Group
New York
|
$211K
|
+$209K
|
+11,429
|
New
|
|
|
198
|
|
$210K
|
–
|
–
|
–
|
|
|
199
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$202K
|
–
|
–
|
–
|
|
|
200
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$197K
|
+$128
|
+7
|
+0.1%
|
|
