|
326
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$251K
|
–
|
–
|
–
|
|
|
327
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$249K
|
+$248K
|
+9,875
|
New
|
|
|
328
|
Edge Financial Advisors
Wheaton,
Illinois
|
$243K
|
–
|
–
|
–
|
|
|
329
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$242K
|
–
|
–
|
–
|
|
|
330
|
Postrock Partners
Overland Park,
Oregon
|
$242K
|
–
|
–
|
–
|
|
|
331
|
|
$240K
|
–
|
–
|
–
|
|
|
332
|
MKT Advisors
Escondido,
California
|
$237K
|
+$151
|
+6
|
+0.1%
|
|
|
333
|
Ancora Advisors
Cleveland,
Ohio
|
$231K
|
+$50
|
+2
|
+0%
|
|
|
334
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$231K
|
-$256K
|
-10,175
|
Closed
|
|
|
335
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$225K
|
–
|
–
|
–
|
|
|
336
|
GTS Securities
Miami,
Florida
|
$223K
|
+$222K
|
+8,851
|
New
|
|
|
337
|
Wealth Effects
Boston,
Massachusetts
|
$220K
|
–
|
–
|
–
|
|
|
338
|
Corient Private Wealth
Miami,
Florida
|
$217K
|
+$216K
|
+8,600
|
New
|
|
|
339
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$215K
|
–
|
–
|
–
|
|
|
340
|
Addison Advisors
Middlebury,
Vermont
|
$214K
|
+$6.03K
|
+240
|
+3%
|
|
|
341
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$213K
|
–
|
–
|
–
|
|
|
342
|
Private Trust Company
Cleveland,
Ohio
|
$210K
|
+$3.92K
|
+156
|
+2%
|
|
|
343
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$210K
|
-$21.3K
|
-848
|
-9%
|
|
|
344
|
Penobscot Investment Management
Boston,
Massachusetts
|
$203K
|
-$5.02K
|
-200
|
-2%
|
|
|
345
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$202K
|
+$954
|
+38
|
+0.5%
|
|
|
346
|
Neuberger Berman Group
New York
|
$202K
|
-$263K
|
-10,475
|
-57%
|
|
|
347
|
Alesco Advisors
Pittsford,
New York
|
$201K
|
–
|
–
|
–
|
|
|
348
|
Asset Dedication LLC
San Francisco,
California
|
$191K
|
–
|
–
|
–
|
|
|
349
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$184K
|
+$20.6K
|
+821
|
+13%
|
|
|
350
|
Elevate Wealth Advisory
Athens,
Georgia
|
$169K
|
+$69.9K
|
+2,784
|
+71%
|
|
