|
301
|
|
$540K
|
-$55.4K
|
-2,357
|
-9%
|
|
|
302
|
Cable Hill Partners
Portland,
Oregon
|
$537K
|
+$62.3K
|
+2,647
|
+13%
|
|
|
303
|
Freedom Investment Management
Hartford,
Connecticut
|
$516K
|
-$1.02M
|
-43,251
|
-66%
|
|
|
304
|
Seed Wealth Management
Evanston,
Illinois
|
$513K
|
–
|
–
|
–
|
|
|
305
|
L.J. Altfest & Co
New York
|
$506K
|
+$2.38K
|
+101
|
+0.5%
|
|
|
306
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$505K
|
-$1.51K
|
-64
|
-0.3%
|
|
|
307
|
KB Financial Partners
Princeton,
New Jersey
|
$505K
|
-$212
|
-9
|
-0%
|
|
|
308
|
PDS Planning
Dublin,
Ohio
|
$495K
|
+$31.6K
|
+1,345
|
+7%
|
|
|
309
|
Pitcairn
Conshohocken,
Pennsylvania
|
$492K
|
+$6K
|
+255
|
+1%
|
|
|
310
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$489K
|
+$498K
|
+21,163
|
New
|
|
|
311
|
Regions Financial Corp
Birmingham,
Alabama
|
$483K
|
+$6.19K
|
+263
|
+1%
|
|
|
312
|
Morse Asset Management
Darien,
Connecticut
|
$479K
|
+$487K
|
+20,700
|
New
|
|
|
313
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$463K
|
-$15.4K
|
-653
|
-3%
|
|
|
314
|
Nomura Holdings
Tokyo,
Japan
|
$462K
|
–
|
–
|
–
|
|
|
315
|
BSW Wealth Partners
Boulder,
Colorado
|
$462K
|
+$131K
|
+5,575
|
+39%
|
|
|
316
|
RMR Wealth Builders
Montclair,
New Jersey
|
$452K
|
+$2.28K
|
+97
|
+0.5%
|
|
|
317
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$440K
|
–
|
–
|
–
|
|
|
318
|
Capstone Investment Advisors
New York
|
$428K
|
+$436K
|
+18,523
|
New
|
|
|
319
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$408K
|
–
|
–
|
–
|
|
|
320
|
McKinley Capital Management
Anchorage,
Alaska
|
$407K
|
–
|
–
|
–
|
|
|
321
|
Coldstream Capital Management
Bellevue,
Washington
|
$391K
|
-$7.22K
|
-307
|
-2%
|
|
|
322
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$388K
|
+$25.4K
|
+1,078
|
+7%
|
|
|
323
|
Balentine LLC
Atlanta,
Georgia
|
$387K
|
+$1.62K
|
+69
|
+0.4%
|
|
|
324
|
Parallel Advisors
San Francisco,
California
|
$384K
|
+$3.48K
|
+148
|
+0.9%
|
|
|
325
|
Kestra Advisory Services
Austin,
Texas
|
$380K
|
+$57.5K
|
+2,446
|
+17%
|
|
