|
301
|
Alpha Financial Partners
Lexington,
Kentucky
|
$220K
|
+$216K
|
+6,212
|
New
|
|
|
302
|
Oppenheimer & Co
New York
|
$218K
|
-$61.7K
|
-1,775
|
-22%
|
|
|
303
|
WealthShield Partners
Cary,
North Carolina
|
$217K
|
-$1.7M
|
-48,786
|
-89%
|
|
|
304
|
Curtis Advisory Group
Santa Barbara,
California
|
$210K
|
–
|
–
|
–
|
|
|
305
|
White Pine Capital
Bloomington,
Minnesota
|
$207K
|
-$1.95K
|
-56
|
-0.9%
|
|
|
306
|
Vanguard Group
Malvern,
Pennsylvania
|
$206K
|
-$278
|
-8
|
-0.1%
|
|
|
307
|
Certus Wealth Management
Redwood City,
California
|
$205K
|
-$963K
|
-27,719
|
-83%
|
|
|
308
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$203K
|
-$489K
|
-14,057
|
-71%
|
|
|
309
|
RWA Wealth Partners
Newton,
Massachusetts
|
$202K
|
–
|
–
|
–
|
|
|
310
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$199K
|
–
|
–
|
–
|
|
|
311
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$198K
|
-$139K
|
-3,996
|
-42%
|
|
|
312
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$172K
|
+$151K
|
+4,358
|
+858%
|
|
|
313
|
Tortoise Investment Management
White Plains,
New York
|
$169K
|
–
|
–
|
–
|
|
|
314
|
First Horizon Advisors
Memphis,
Tennessee
|
$162K
|
-$1.34M
|
-38,666
|
-89%
|
|
|
315
|
Family Asset Management
Charleston,
South Carolina
|
$162K
|
-$17.4K
|
-500
|
-10%
|
|
|
316
|
|
$130K
|
-$3.71M
|
-106,871
|
-97%
|
|
|
317
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$125K
|
-$348
|
-10
|
-0.3%
|
|
|
318
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$124K
|
-$929K
|
-26,719
|
-88%
|
|
|
319
|
Creative Financial Designs
Kokomo,
Indiana
|
$123K
|
-$332K
|
-9,541
|
-73%
|
|
|
320
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$117K
|
+$115K
|
+3,296
|
New
|
|
|
321
|
Brown Brothers Harriman & Co
New York
|
$113K
|
+$1.36K
|
+39
|
+1%
|
|
|
322
|
Whittier Trust
South Pasadena,
California
|
$110K
|
-$12.5K
|
-361
|
-10%
|
|
|
323
|
Park Place Capital
Homewood,
Alabama
|
$108K
|
-$5.21K
|
-150
|
-5%
|
|
|
324
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$108K
|
+$11.8K
|
+340
|
+13%
|
|
|
325
|
EP Wealth Advisors
Torrance,
California
|
$101K
|
-$48.5K
|
-1,396
|
-33%
|
|
