|
101
|
Coldstream Capital Management
Bellevue,
Washington
|
$275K
|
-$130K
|
-5,183
|
-33%
|
|
|
102
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$272K
|
–
|
–
|
–
|
|
|
103
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$260K
|
–
|
–
|
–
|
|
|
104
|
Asset Dedication LLC
San Francisco,
California
|
$259K
|
–
|
–
|
–
|
|
|
105
|
HB Wealth Management
Atlanta,
Georgia
|
$258K
|
–
|
–
|
–
|
|
|
106
|
Parallel Advisors
San Francisco,
California
|
$255K
|
–
|
–
|
–
|
|
|
107
|
Cooper/Haims Advisors
Victor,
New York
|
$255K
|
+$251K
|
+10,000
|
New
|
|
|
108
|
Patten Group
Chattanooga,
Tennessee
|
$247K
|
+$243K
|
+9,689
|
New
|
|
|
109
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$243K
|
-$11.4K
|
-456
|
-5%
|
|
|
110
|
Arrow Financial
Glens Falls,
New York
|
$239K
|
-$21.9K
|
-871
|
-8%
|
|
|
111
|
Mutual Advisors
Omaha,
Nebraska
|
$234K
|
-$111K
|
-4,415
|
-32%
|
|
|
112
|
Global Financial Private Client
Sarasota,
Florida
|
$232K
|
-$60.9K
|
-2,426
|
-21%
|
|
|
113
|
Argent Trust Co
Nashville,
Tennessee
|
$231K
|
–
|
–
|
–
|
|
|
114
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$231K
|
-$142K
|
-5,673
|
-39%
|
|
|
115
|
4J Wealth Management
Alexandria,
Virginia
|
$219K
|
+$1K
|
+40
|
+0.5%
|
|
|
116
|
Steward Partners Investment Advisory
New York
|
$216K
|
+$213K
|
+8,474
|
New
|
|
|
117
|
Horan Securities
Cincinnati,
United States
|
$204K
|
+$201K
|
+8,013
|
New
|
|
|
118
|
Carr Financial Group
Worcester,
Massachusetts
|
$204K
|
+$201K
|
+8,000
|
New
|
|
|
119
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$204K
|
+$201K
|
+8,000
|
New
|
|
|
120
|
Financial Engines Advisors
Santa Clara,
California
|
$200K
|
+$197K
|
+7,848
|
New
|
|
|
121
|
Private Trust Company
Cleveland,
Ohio
|
$170K
|
-$6.7K
|
-267
|
-4%
|
|
|
122
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$163K
|
–
|
–
|
–
|
|
|
123
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$156K
|
+$97.9K
|
+3,900
|
+175%
|
|
|
124
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$93.2K
|
–
|
–
|
–
|
|
|
125
|
Comerica Bank
Dallas,
Texas
|
$77.3K
|
–
|
–
|
–
|
|
