|
301
|
Windsor Capital Management
Phoenix,
Arizona
|
$257K
|
-$3.38M
|
-134,350
|
-93%
|
|
|
302
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$252K
|
–
|
–
|
–
|
|
|
303
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$252K
|
–
|
–
|
–
|
|
|
304
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$249K
|
–
|
–
|
–
|
|
|
305
|
Montis Financial
Waltham,
Massachusetts
|
$249K
|
-$292K
|
-11,613
|
-54%
|
|
|
306
|
Edge Financial Advisors
Wheaton,
Illinois
|
$244K
|
–
|
–
|
–
|
|
|
307
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$242K
|
–
|
–
|
–
|
|
|
308
|
Postrock Partners
Overland Park,
Oregon
|
$242K
|
–
|
–
|
–
|
|
|
309
|
AlphaCore Capital
La Jolla,
California
|
$232K
|
-$37.7K
|
-1,500
|
-14%
|
|
|
310
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$225K
|
–
|
–
|
–
|
|
|
311
|
Wealth Effects
Boston,
Massachusetts
|
$220K
|
–
|
–
|
–
|
|
|
312
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$215K
|
–
|
–
|
–
|
|
|
313
|
Moors & Cabot
Boston,
Massachusetts
|
$215K
|
–
|
–
|
–
|
|
|
314
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$213K
|
–
|
–
|
–
|
|
|
315
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$212K
|
+$212K
|
+8,425
|
New
|
|
|
316
|
Horizons Wealth Management
Asheville,
North Carolina
|
$212K
|
-$56K
|
-2,228
|
-21%
|
|
|
317
|
Private Trust Company
Cleveland,
Ohio
|
$211K
|
–
|
–
|
–
|
|
|
318
|
Calamos Wealth Management
Naperville,
Illinois
|
$209K
|
+$208K
|
+8,279
|
New
|
|
|
319
|
Addison Advisors
Middlebury,
Vermont
|
$206K
|
-$8.17K
|
-325
|
-4%
|
|
|
320
|
Dudley Capital Management
Middleburg,
Virginia
|
$203K
|
+$202K
|
+8,050
|
New
|
|
|
321
|
Neuberger Berman Group
New York
|
$202K
|
–
|
–
|
–
|
|
|
322
|
Alesco Advisors
Pittsford,
New York
|
$202K
|
–
|
–
|
–
|
|
|
323
|
Ironwood Financial
Tucson,
Arizona
|
$201K
|
-$3.29M
|
-131,030
|
-94%
|
|
|
324
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$186K
|
-$16.3K
|
-647
|
-8%
|
|
|
325
|
Asset Dedication LLC
San Francisco,
California
|
$183K
|
-$8.37K
|
-333
|
-4%
|
|
