|
301
|
World Investment Advisors
Santa Barbara,
California
|
$276K
|
+$275K
|
+11,000
|
New
|
|
|
302
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$271K
|
–
|
–
|
–
|
|
|
303
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$271K
|
-$27.5K
|
-1,100
|
-9%
|
|
|
304
|
NWAM LLC
Mercer Island,
Washington
|
$270K
|
+$268K
|
+10,743
|
New
|
|
|
305
|
United Community Bank
Greenville,
South Carolina
|
$268K
|
–
|
–
|
–
|
|
|
306
|
Eagle Strategies
New York
|
$264K
|
+$1.07K
|
+43
|
+0.4%
|
|
|
307
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$261K
|
-$22.5K
|
-901
|
-8%
|
|
|
308
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$260K
|
+$258K
|
+10,350
|
New
|
|
|
309
|
MGO One Seven
Beachwood,
Ohio
|
$255K
|
-$250K
|
-10,032
|
Closed
|
|
|
310
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$248K
|
–
|
–
|
–
|
|
|
311
|
Equitable Holdings
New York
|
$246K
|
+$4.19K
|
+168
|
+2%
|
|
|
312
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$244K
|
–
|
–
|
–
|
|
|
313
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$233K
|
–
|
–
|
–
|
|
|
314
|
SWMG LLC
Fort Worth,
Texas
|
$228K
|
-$23.8K
|
-954
|
-9%
|
|
|
315
|
Calton & Associates
Tampa,
Florida
|
$224K
|
+$223K
|
+8,928
|
New
|
|
|
316
|
Wealth Effects
Boston,
Massachusetts
|
$220K
|
–
|
–
|
–
|
|
|
317
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$219K
|
–
|
–
|
–
|
|
|
318
|
|
$216K
|
+$215K
|
+8,625
|
New
|
|
|
319
|
Corient Private Wealth
Miami,
Florida
|
$216K
|
–
|
–
|
–
|
|
|
320
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$215K
|
+$214K
|
+8,566
|
New
|
|
|
321
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$215K
|
+$214K
|
+8,566
|
New
|
|
|
322
|
Blue Barn Wealth
Orem,
Utah
|
$212K
|
–
|
–
|
–
|
|
|
323
|
Steward Partners Investment Advisory
New York
|
$211K
|
-$127K
|
-5,084
|
-38%
|
|
|
324
|
Addison Advisors
Middlebury,
Vermont
|
$210K
|
+$18.3K
|
+735
|
+10%
|
|
|
325
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$208K
|
+$100K
|
+4,021
|
+94%
|
|
