|
301
|
Evanson Asset Management
Carmel,
California
|
$779K
|
–
|
–
|
–
|
|
|
302
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$769K
|
+$790K
|
+3,017
|
New
|
|
|
303
|
Renaissance Technologies
New York
|
$765K
|
+$785K
|
+3,000
|
New
|
|
|
304
|
Donor Advised Charitable Giving
San Francisco,
California
|
$752K
|
-$475K
|
-1,816
|
-38%
|
|
|
305
|
First National Corp
Rockland,
Massachusetts
|
$740K
|
–
|
–
|
–
|
|
|
306
|
|
$737K
|
+$48.2K
|
+184
|
+7%
|
|
|
307
|
Wealth Management Partners
Tucson,
Arizona
|
$729K
|
-$4.97K
|
-19
|
-0.7%
|
|
|
308
|
Blue Edge Capital
Richmond,
Virginia
|
$728K
|
–
|
–
|
–
|
|
|
309
|
CPWM LLC
Seattle,
Washington
|
$713K
|
–
|
–
|
–
|
|
|
310
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$702K
|
–
|
–
|
–
|
|
|
311
|
Simplex Trading
Chicago,
Illinois
|
$690K
|
-$26.2K
|
-100
|
-4%
|
|
|
312
|
Spinnaker Trust
Portland,
Maine
|
$687K
|
–
|
–
|
–
|
|
|
313
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$681K
|
–
|
–
|
–
|
|
|
314
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$672K
|
+$16.8K
|
+64
|
+2%
|
|
|
315
|
Curi RMB Capital
Chicago,
Illinois
|
$672K
|
+$389K
|
+1,484
|
+129%
|
|
|
316
|
Neuberger Berman Group
New York
|
$667K
|
-$23.6K
|
-90
|
-3%
|
|
|
317
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$661K
|
+$679K
|
+2,592
|
New
|
|
|
318
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$658K
|
-$136K
|
-520
|
-17%
|
|
|
319
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$655K
|
–
|
–
|
–
|
|
|
320
|
AssetMark Inc
Concord,
California
|
$654K
|
-$4.45K
|
-17
|
-0.7%
|
|
|
321
|
PrairieView Partners
St. Paul,
Minnesota
|
$651K
|
-$262
|
-1
|
-0%
|
|
|
322
|
Rappaport Reiches Capital Management
Skokie`,
Illinois
|
$644K
|
–
|
–
|
–
|
|
|
323
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$635K
|
+$524
|
+2
|
+0.1%
|
|
|
324
|
Howe & Rusling
Rochester,
New York
|
$633K
|
+$1.31K
|
+5
|
+0.2%
|
|
|
325
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$604K
|
–
|
–
|
–
|
|
