|
301
|
Richard P. Slaughter Associates
Austin,
Texas
|
$327K
|
+$321K
|
+9,742
|
New
|
|
|
302
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$324K
|
+$318K
|
+9,660
|
New
|
|
|
303
|
Argent Trust Co
Nashville,
Tennessee
|
$323K
|
–
|
–
|
–
|
|
|
304
|
Strategy Asset Managers
Pasadena,
California
|
$321K
|
+$334K
|
+10,148
|
New
|
|
|
305
|
MAI Capital Management
Independence,
Ohio
|
$314K
|
+$309K
|
+9,369
|
New
|
|
|
306
|
Facet Wealth Inc
Baltimore,
Maryland
|
$313K
|
+$312K
|
+9,457
|
New
|
|
|
307
|
Spinnaker Trust
Portland,
Maine
|
$313K
|
+$15.4K
|
+467
|
+5%
|
|
|
308
|
Atria Investments
Charlotte,
North Carolina
|
$311K
|
+$306K
|
+9,286
|
New
|
|
|
309
|
First Horizon Advisors
Memphis,
Tennessee
|
$309K
|
+$50K
|
+1,517
|
+20%
|
|
|
310
|
PDS Planning
Dublin,
Ohio
|
$309K
|
+$2.6K
|
+79
|
+0.9%
|
|
|
311
|
Cypress Wealth Services
Palm Desert,
California
|
$308K
|
-$1.51K
|
-46
|
-0.5%
|
|
|
312
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$306K
|
-$560
|
-17
|
-0.2%
|
|
|
313
|
WT Wealth Management
Scottsdale,
Arizona
|
$305K
|
-$16.2K
|
-492
|
-5%
|
|
|
314
|
Freedom Investment Management
Hartford,
Connecticut
|
$305K
|
+$58K
|
+1,762
|
+24%
|
|
|
315
|
Pathstone Holdings
Englewood,
New Jersey
|
$304K
|
-$46.6K
|
-1,416
|
-14%
|
|
|
316
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$300K
|
–
|
–
|
–
|
|
|
317
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$298K
|
+$33.4K
|
+1,015
|
+13%
|
|
|
318
|
First Foundation Advisors
Irvine,
California
|
$297K
|
-$26.9K
|
-817
|
-8%
|
|
|
319
|
Bogart Wealth LLC
Mclean,
Virginia
|
$295K
|
+$115K
|
+3,502
|
+66%
|
|
|
320
|
|
$290K
|
–
|
–
|
–
|
|
|
321
|
BSW Wealth Partners
Boulder,
Colorado
|
$290K
|
-$218K
|
-6,631
|
-43%
|
|
|
322
|
Tortoise Investment Management
White Plains,
New York
|
$282K
|
+$49.7K
|
+1,510
|
+22%
|
|
|
323
|
Sharper & Granite
El Segundo,
California
|
$280K
|
+$329
|
+10
|
+0.1%
|
|
|
324
|
NorthRock Partners
Minneapolis,
Minnesota
|
$280K
|
-$103K
|
-3,141
|
-27%
|
|
|
325
|
Capasso Planning Partners
Charleston,
South Carolina
|
$279K
|
+$1.19K
|
+36
|
+0.4%
|
|
