|
201
|
Pathstone Holdings
Englewood,
New Jersey
|
$3.88M
|
-$1.27M
|
-13,228
|
-25%
|
|
|
202
|
Crossmark Global Holdings
Houston,
Texas
|
$3.81M
|
–
|
–
|
–
|
|
|
203
|
Trek Financial
Scottsdale,
Arizona
|
$3.73M
|
-$6.08M
|
-63,480
|
-62%
|
|
|
204
|
Merit Financial Group
Alpharetta,
Georgia
|
$3.73M
|
-$173K
|
-1,805
|
-4%
|
|
|
205
|
Edgestream Partners
Princeton,
New Jersey
|
$3.69M
|
-$737K
|
-7,696
|
-17%
|
|
|
206
|
Theory Financial
Fort Collins,
Colorado
|
$3.66M
|
+$3.64M
|
+37,995
|
New
|
|
|
207
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
$3.64M
|
–
|
–
|
–
|
|
|
208
|
Ascent Group
Virginia Beach,
Virginia
|
$3.6M
|
+$213K
|
+2,225
|
+6%
|
|
|
209
|
Great Diamond Partners
Portland,
Maine
|
$3.53M
|
+$179K
|
+1,868
|
+5%
|
|
|
210
|
Insight Wealth Partners
Plano,
Texas
|
$3.49M
|
-$1.03M
|
-10,791
|
-23%
|
|
|
211
|
Islay Capital Management
Lubbock,
Texas
|
$3.48M
|
-$1.52M
|
-15,863
|
-31%
|
|
|
212
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$3.4M
|
-$3.35K
|
-35
|
-0.1%
|
|
|
213
|
|
$3.37M
|
–
|
–
|
–
|
|
|
214
|
ArchPoint Investors
Coral Gables,
Florida
|
$3.35M
|
+$3.33M
|
+34,750
|
New
|
|
|
215
|
NWAM LLC
Mercer Island,
Washington
|
$3.27M
|
-$150K
|
-1,561
|
-4%
|
|
|
216
|
Verus Wealth Management
De Pere,
Wisconsin
|
$3.2M
|
+$213K
|
+2,227
|
+7%
|
|
|
217
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$3.16M
|
+$67K
|
+700
|
+2%
|
|
|
218
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$3.12M
|
-$278M
|
-2,905,204
|
-99%
|
|
|
219
|
Savvy Advisors Inc
New York
|
$3.11M
|
+$611K
|
+6,384
|
+25%
|
|
|
220
|
KeyBank National Association
Cleveland,
Ohio
|
$3.11M
|
+$1.72K
|
+18
|
+0.1%
|
|
|
221
|
Regions Financial Corp
Birmingham,
Alabama
|
$3.11M
|
-$40.9K
|
-427
|
-1%
|
|
|
222
|
Farrell Financial
Orchard Park,
New York
|
$3.09M
|
+$115K
|
+1,197
|
+4%
|
|
|
223
|
First American Trust
Santa Ana,
California
|
$3.07M
|
+$34.6K
|
+361
|
+1%
|
|
|
224
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$3M
|
+$141K
|
+1,473
|
+5%
|
|
|
225
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.98M
|
-$981K
|
-10,238
|
-25%
|
|
