|
201
|
AssetMark Inc
Concord,
California
|
$1.04M
|
+$10.2K
|
+541
|
+1%
|
|
|
202
|
Louisbourg Investments
Dieppe,
New Brunswick, Canada
|
$1.03M
|
–
|
–
|
–
|
|
|
203
|
Summit Trail Advisors
New York
|
$1.03M
|
-$4.6K
|
-244
|
-0.5%
|
|
|
204
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$1.01M
|
+$15.7K
|
+836
|
+2%
|
|
|
205
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$995K
|
+$942K
|
+50,000
|
New
|
|
|
206
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$988K
|
+$137K
|
+7,298
|
+17%
|
|
|
207
|
Themes Management Co
Greenwich,
Connecticut
|
$980K
|
-$138K
|
-7,344
|
-13%
|
|
|
208
|
Trust Point Inc
La Crosse,
Wisconsin
|
$976K
|
+$13.4K
|
+712
|
+1%
|
|
|
209
|
Aprio Wealth Management
Atlanta,
Georgia
|
$971K
|
+$92.2K
|
+4,893
|
+11%
|
|
|
210
|
Henshaw Capital
Woburn,
Massachusetts
|
$966K
|
–
|
–
|
–
|
|
|
211
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$956K
|
+$156K
|
+8,277
|
+21%
|
|
|
212
|
Burns Matteson Capital Management
Corning,
New York
|
$951K
|
-$21.5K
|
-1,142
|
-2%
|
|
|
213
|
DMC Group
Birmingham,
Alabama
|
$940K
|
-$98.6K
|
-5,234
|
-10%
|
|
|
214
|
Successful Portfolios
Clearwater,
Florida
|
$936K
|
–
|
–
|
–
|
|
|
215
|
Mission Wealth Management
Santa Barbara,
California
|
$936K
|
+$133K
|
+7,060
|
+18%
|
|
|
216
|
Frec Markets Inc
San Francisco,
California
|
$934K
|
+$170K
|
+9,043
|
+24%
|
|
|
217
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$925K
|
-$36.9K
|
-1,958
|
-4%
|
|
|
218
|
William Blair & Company
Chicago,
Illinois
|
$922K
|
+$54K
|
+2,868
|
+7%
|
|
|
219
|
Prospera Financial Services
Dallas,
Texas
|
$917K
|
-$75.7K
|
-4,021
|
-8%
|
|
|
220
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$909K
|
-$1.49K
|
-79
|
-0.2%
|
|
|
221
|
Pinnacle Associates
New York
|
$878K
|
–
|
–
|
–
|
|
|
222
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$861K
|
-$56.4K
|
-2,992
|
-6%
|
|
|
223
|
Five Oceans Advisors
Santa Monica,
California
|
$857K
|
–
|
–
|
–
|
|
|
224
|
West Family Investments
Carlsbad,
California
|
$856K
|
+$123K
|
+6,506
|
+18%
|
|
|
225
|
RNC Capital Management
Los Angeles,
California
|
$852K
|
-$240K
|
-12,740
|
-23%
|
|
