|
251
|
Caprock Group
Boise,
Idaho
|
$527K
|
+$39.2K
|
+1,986
|
+8%
|
|
|
252
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$523K
|
+$71.5K
|
+3,618
|
+16%
|
|
|
253
|
Boothbay Fund Management
New York
|
$507K
|
+$506K
|
+25,600
|
New
|
|
|
254
|
Personal CFO Solutions
Chester,
New Jersey
|
$494K
|
+$14.5K
|
+733
|
+3%
|
|
|
255
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$479K
|
–
|
–
|
–
|
|
|
256
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$451K
|
+$3.12K
|
+158
|
+0.7%
|
|
|
257
|
Desjardins Global Asset Management
Montreal,
Quebec, Canada
|
$451K
|
+$450K
|
+22,796
|
New
|
|
|
258
|
Sequoia Financial Advisors
Akron,
Ohio
|
$436K
|
+$435K
|
+22,014
|
New
|
|
|
259
|
Altium Wealth Management
Purchase,
New York
|
$432K
|
+$25.8K
|
+1,308
|
+6%
|
|
|
260
|
Park Avenue Securities
New York
|
$419K
|
+$55.8K
|
+2,826
|
+15%
|
|
|
261
|
Corient Capital Partners
Newport Beach,
California
|
$419K
|
+$131K
|
+6,618
|
+45%
|
|
|
262
|
KCS Wealth Advisory
Los Angeles,
California
|
$407K
|
-$22.5K
|
-1,137
|
-5%
|
|
|
263
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$386K
|
+$371K
|
+18,793
|
New
|
|
|
264
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$379K
|
–
|
–
|
–
|
|
|
265
|
WrapManager Inc
Mill Valley,
California
|
$373K
|
-$18.6K
|
-941
|
-5%
|
|
|
266
|
|
$370K
|
-$77.9K
|
-3,940
|
-17%
|
|
|
267
|
AssetMark Inc
Concord,
California
|
$365K
|
+$349K
|
+17,679
|
+2,317%
|
|
|
268
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$353K
|
+$14.3K
|
+726
|
+4%
|
|
|
269
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$349K
|
+$349K
|
+17,655
|
New
|
|
|
270
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$347K
|
+$124K
|
+6,258
|
+55%
|
|
|
271
|
One Wealth Advisors
San Francisco,
California
|
$342K
|
-$6.28K
|
-318
|
-2%
|
|
|
272
|
Seven Eight Capital
New York
|
$336K
|
-$1.11M
|
-56,012
|
-77%
|
|
|
273
|
Confluence Investment Management
St. Louis,
Missouri
|
$335K
|
-$12.9K
|
-653
|
-4%
|
|
|
274
|
Balentine LLC
Atlanta,
Georgia
|
$328K
|
+$327K
|
+16,555
|
New
|
|
|
275
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$320K
|
+$320K
|
+16,174
|
New
|
|
