|
201
|
McCarter Private Wealth Services
Boston,
Massachusetts
|
$650K
|
+$620K
|
+9,816
|
New
|
|
|
202
|
BFI Infinity
Zurich,
Switzerland
|
$632K
|
+$267K
|
+4,220
|
+79%
|
|
|
203
|
One Capital Management
Westlake Village,
California
|
$631K
|
+$602K
|
+9,525
|
New
|
|
|
204
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$628K
|
+$54.8K
|
+868
|
+10%
|
|
|
205
|
|
$627K
|
+$50.6K
|
+801
|
+9%
|
|
|
206
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$614K
|
-$947
|
-15
|
-0.2%
|
|
|
207
|
Advisory Services Network
Atlanta,
Georgia
|
$583K
|
-$614K
|
-9,714
|
-52%
|
|
|
208
|
GWN Securities
Palm Beach Gardens,
Florida
|
$576K
|
+$134K
|
+2,122
|
+32%
|
|
|
209
|
Custom Index Systems
New York
|
$572K
|
+$546K
|
+8,645
|
New
|
|
|
210
|
South Plains Financial
Lubbock,
Texas
|
$566K
|
–
|
–
|
–
|
|
|
211
|
Beacon Pointe Advisors
Newport Beach,
California
|
$564K
|
+$20.2K
|
+320
|
+4%
|
|
|
212
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$559K
|
+$39.4K
|
+624
|
+8%
|
|
|
213
|
IEQ Capital
Foster City,
California
|
$556K
|
–
|
–
|
–
|
|
|
214
|
Strategic Blueprint
Atlanta,
Georgia
|
$551K
|
-$170K
|
-2,688
|
-24%
|
|
|
215
|
Parallel Advisors
San Francisco,
California
|
$544K
|
+$1.33K
|
+21
|
+0.3%
|
|
|
216
|
Atomi Financial Group
New York
|
$544K
|
+$84K
|
+1,330
|
+19%
|
|
|
217
|
Litman Gregory Wealth Management
Larkspur,
California
|
$537K
|
–
|
–
|
–
|
|
|
218
|
Rothschild Investment LLC
Chicago,
Illinois
|
$529K
|
+$9.73K
|
+154
|
+2%
|
|
|
219
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$526K
|
-$1.77K
|
-28
|
-0.4%
|
|
|
220
|
Coppell Advisory Solutions
Coppell,
Texas
|
$526K
|
+$503K
|
+7,957
|
New
|
|
|
221
|
Vident Advisory
Alpharetta,
Georgia
|
$522K
|
–
|
–
|
–
|
|
|
222
|
Stonebrook Private
Northville,
Michigan
|
$520K
|
+$46.9K
|
+742
|
+10%
|
|
|
223
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$519K
|
+$94.4K
|
+1,495
|
+24%
|
|
|
224
|
Matthew Hamilton Rosenberg
|
$519K
|
-$10.4K
|
-164
|
-2%
|
|
|
225
|
BNP Paribas Financial Markets
Paris,
France
|
$518K
|
+$492K
|
+7,793
|
+26,872%
|
|
