|
301
|
Relative Value Partners Group
|
$257K
|
–
|
–
|
–
|
|
|
302
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$256K
|
-$29.5K
|
-281
|
-9%
|
|
|
303
|
Realta Investment Advisors
Wilmington,
Delaware
|
$251K
|
-$617K
|
-5,876
|
-69%
|
|
|
304
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$251K
|
+$134K
|
+1,281
|
+93%
|
|
|
305
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$245K
|
-$697K
|
-6,637
|
-72%
|
|
|
306
|
Matrix Private Capital Group
New York
|
$245K
|
-$9.97K
|
-95
|
-4%
|
|
|
307
|
WhitTier Trust Company
Reno,
Nevada
|
$243K
|
-$175K
|
-1,666
|
-39%
|
|
|
308
|
Lido Advisors
Los Angeles,
California
|
$242K
|
–
|
–
|
–
|
|
|
309
|
Strategic Financial Partners
Bend,
Oregon
|
$241K
|
-$211K
|
-2,011
|
-44%
|
|
|
310
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$241K
|
–
|
–
|
–
|
|
|
311
|
Cerity Partners OCIO
New York
|
$240K
|
+$266K
|
+2,537
|
New
|
|
|
312
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$238K
|
–
|
–
|
–
|
|
|
313
|
Evergreen Capital Management
Bellevue,
Washington
|
$237K
|
+$262K
|
+2,500
|
New
|
|
|
314
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$235K
|
-$21.5K
|
-205
|
-8%
|
|
|
315
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$234K
|
-$33.5K
|
-319
|
-11%
|
|
|
316
|
Hollencrest Capital Management
Newport Beach,
California
|
$232K
|
+$210
|
+2
|
+0.1%
|
|
|
317
|
SVB Wealth
Boston,
Massachusetts
|
$229K
|
-$12.2K
|
-116
|
-5%
|
|
|
318
|
Mercer Global Advisors
Denver,
Colorado
|
$228K
|
-$37.3K
|
-355
|
-13%
|
|
|
319
|
MA Private Wealth
San Carlos,
California
|
$225K
|
+$32.2K
|
+307
|
+15%
|
|
|
320
|
Covenant Asset Management
Chester,
New Jersey
|
$219K
|
+$22.1K
|
+211
|
+10%
|
|
|
321
|
Aviance Capital Partners
Naples,
Florida
|
$217K
|
-$176K
|
-1,680
|
-42%
|
|
|
322
|
Symons Capital Management
Pittsburgh,
Pennsylvania
|
$217K
|
+$240K
|
+2,284
|
New
|
|
|
323
|
Wealthspire Advisors (New York)
New York
|
$215K
|
-$95.1K
|
-906
|
-29%
|
|
|
324
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$215K
|
-$10.5K
|
-100
|
-4%
|
|
|
325
|
Quest Capital Management
Dallas,
Texas
|
$214K
|
-$4.72K
|
-45
|
-2%
|
|
