|
301
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.61M
|
+$55.6K
|
+565
|
+4%
|
|
|
302
|
Belpointe Asset Management
Reno,
Nevada
|
$1.55M
|
-$654K
|
-6,654
|
-29%
|
|
|
303
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$1.55M
|
-$31.6K
|
-321
|
-2%
|
|
|
304
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$1.55M
|
-$394K
|
-4,008
|
-20%
|
|
|
305
|
SBK Financial
Richmond,
Virginia
|
$1.55M
|
–
|
–
|
–
|
|
|
306
|
IFG Advisory
Atlanta,
Georgia
|
$1.52M
|
+$176K
|
+1,790
|
+13%
|
|
|
307
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$1.52M
|
+$43.2K
|
+439
|
+3%
|
|
|
308
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.5M
|
+$1.53M
|
+15,527
|
New
|
|
|
309
|
World Equity Group
Schaumburg,
Illinois
|
$1.47M
|
+$1.5M
|
+15,290
|
New
|
|
|
310
|
Centaurus Financial
Anaheim,
California
|
$1.47M
|
-$1.03M
|
-10,474
|
-41%
|
|
|
311
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$1.47M
|
-$7.61M
|
-77,418
|
-84%
|
|
|
312
|
Csenge Advisory Group
Clearwater,
Florida
|
$1.43M
|
+$361K
|
+3,674
|
+33%
|
|
|
313
|
Lantz Financial
Naperville,
Illinois
|
$1.43M
|
-$492K
|
-5,003
|
-25%
|
|
|
314
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.41M
|
–
|
–
|
–
|
|
|
315
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.41M
|
-$200K
|
-2,039
|
-12%
|
|
|
316
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.41M
|
+$515K
|
+5,241
|
+56%
|
|
|
317
|
Fulcrum Capital
Seattle,
Washington
|
$1.4M
|
-$993K
|
-10,098
|
-41%
|
|
|
318
|
Global Financial Private Client
Sarasota,
Florida
|
$1.4M
|
-$1.02M
|
-10,325
|
-42%
|
|
|
319
|
Strategic Asset Management
Rochester,
Minnesota
|
$1.36M
|
-$39.2K
|
-399
|
-3%
|
|
|
320
|
Lido Advisors
Los Angeles,
California
|
$1.35M
|
-$224K
|
-2,283
|
-14%
|
|
|
321
|
TRUADVICE
Sarasota,
Florida
|
$1.34M
|
-$596K
|
-6,059
|
-28%
|
|
|
322
|
Western Wealth Management
Golden,
Colorado
|
$1.33M
|
+$39.1K
|
+398
|
+3%
|
|
|
323
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$1.31M
|
–
|
–
|
–
|
|
|
324
|
Dowling & Yahnke
San Diego,
California
|
$1.3M
|
+$198K
|
+2,010
|
+18%
|
|
|
325
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$1.29M
|
-$581K
|
-5,913
|
-31%
|
|
