|
301
|
WealthSource Partners
San Luis Obispo,
California
|
$508K
|
–
|
–
|
–
|
|
|
302
|
Credit Suisse
Zurich,
Switzerland
|
$493K
|
+$12.5K
|
+274
|
+3%
|
|
|
303
|
Point72 Hong Kong
Hong Kong
|
$488K
|
+$455K
|
+10,000
|
New
|
|
|
304
|
Easterly Investment Partners
Beverly,
Massachusetts
|
$450K
|
–
|
–
|
–
|
|
|
305
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$439K
|
–
|
–
|
–
|
|
|
306
|
Lodestar Private Asset Management
Alamo,
California
|
$433K
|
+$403K
|
+8,863
|
New
|
|
|
307
|
Edgestream Partners
Princeton,
New Jersey
|
$430K
|
+$401K
|
+8,818
|
New
|
|
|
308
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$430K
|
-$19.6K
|
-430
|
-5%
|
|
|
309
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$424K
|
–
|
–
|
–
|
|
|
310
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$422K
|
–
|
–
|
–
|
|
|
311
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$420K
|
–
|
–
|
–
|
|
|
312
|
Leibman Financial Services
Louisville,
Nebraska
|
$417K
|
+$389K
|
+8,543
|
New
|
|
|
313
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$405K
|
+$377K
|
+8,293
|
New
|
|
|
314
|
Naples Global Advisors
Naples,
Florida
|
$398K
|
+$45.5K
|
+1,000
|
+14%
|
|
|
315
|
Boltwood Capital Management
Walnut Creek,
California
|
$386K
|
+$125K
|
+2,750
|
+53%
|
|
|
316
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$383K
|
-$19.6K
|
-431
|
-5%
|
|
|
317
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$381K
|
-$300K
|
-6,586
|
-46%
|
|
|
318
|
IFG Advisory
Atlanta,
Georgia
|
$381K
|
+$355K
|
+7,800
|
New
|
|
|
319
|
Strategic Global Advisors
Newport Beach,
California
|
$367K
|
+$68.2K
|
+1,500
|
+25%
|
|
|
320
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$350K
|
+$75.3K
|
+1,655
|
+31%
|
|
|
321
|
Investment Partners
New Philadelphia,
Ohio
|
$346K
|
-$38.1K
|
-837
|
-11%
|
|
|
322
|
Fiduciary Trust
Boston,
Massachusetts
|
$345K
|
–
|
–
|
–
|
|
|
323
|
Chatham Capital Group
Savannah,
Georgia
|
$340K
|
–
|
–
|
–
|
|
|
324
|
Brighton Jones LLC
Seattle,
Washington
|
$338K
|
–
|
–
|
–
|
|
|
325
|
OneAscent Financial Services
Birmingham,
Alabama
|
$338K
|
+$100K
|
+2,200
|
+46%
|
|
