|
351
|
Portside Wealth Group
Provo,
Utah
|
$237K
|
–
|
–
|
–
|
|
|
352
|
Opes Wealth Management
Menlo Park,
California
|
$230K
|
-$175K
|
-2,625
|
-43%
|
|
|
353
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$225K
|
+$3.92K
|
+59
|
+2%
|
|
|
354
|
Fairman Group
Chesterbrook,
Pennsylvania
|
$215K
|
+$3.73K
|
+56
|
+2%
|
|
|
355
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$214K
|
+$217K
|
+3,263
|
New
|
|
|
356
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$212K
|
-$35.7K
|
-536
|
-14%
|
|
|
357
|
Castle Wealth Management
West Palm Beach,
Florida
|
$211K
|
–
|
–
|
–
|
|
|
358
|
Aire Advisors
Beverly Hills,
California
|
$211K
|
–
|
–
|
–
|
|
|
359
|
Arete Wealth Advisors
Chicago,
Illinois
|
$209K
|
+$212K
|
+3,194
|
New
|
|
|
360
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$201K
|
+$203K
|
+3,058
|
New
|
|
|
361
|
Global Retirement Partners
San Rafael,
California
|
$200K
|
+$69.5K
|
+1,044
|
+52%
|
|
|
362
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$200K
|
+$14.6K
|
+219
|
+8%
|
|
|
363
|
Venturi Wealth Management
Austin,
Texas
|
$197K
|
–
|
–
|
–
|
|
|
364
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$181K
|
+$1.26K
|
+19
|
+0.7%
|
|
|
365
|
Trust Company
Manhattan,
Kansas
|
$180K
|
-$67
|
-1
|
-0%
|
|
|
366
|
Farther Finance Advisors
San Francisco,
California
|
$173K
|
–
|
–
|
–
|
|
|
367
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$165K
|
+$133
|
+2
|
+0.1%
|
|
|
368
|
Nemes Rush Group
Novi,
Michigan
|
$163K
|
+$60K
|
+902
|
+57%
|
|
|
369
|
William Blair & Company
Chicago,
Illinois
|
$153K
|
+$83.5K
|
+1,255
|
+117%
|
|
|
370
|
Creative Financial Designs
Kokomo,
Indiana
|
$138K
|
+$18K
|
+270
|
+15%
|
|
|
371
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$132K
|
+$134K
|
+2,013
|
New
|
|
|
372
|
Private Trust Company
Cleveland,
Ohio
|
$104K
|
-$2.06K
|
-31
|
-2%
|
|
|
373
|
Caldwell Trust
Venice,
Florida
|
$102K
|
–
|
–
|
–
|
|
|
374
|
Pineridge Advisors
St. Charles,
Missouri
|
$101K
|
-$3.99K
|
-60
|
-4%
|
|
|
375
|
International Assets Investment Management
Orlando,
Florida
|
$88K
|
+$89.1K
|
+1,340
|
New
|
|
