|
301
|
Perennial Investment Advisors
Los Angeles,
California
|
$213K
|
+$203K
|
+1,479
|
New
|
|
|
302
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$211K
|
-$18.7K
|
-136
|
-9%
|
|
|
303
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$210K
|
+$31.9K
|
+232
|
+19%
|
|
|
304
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$210K
|
+$200K
|
+1,455
|
New
|
|
|
305
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$209K
|
+$199K
|
+1,450
|
New
|
|
|
306
|
Private Vista
Chicago,
Illinois
|
$206K
|
+$196K
|
+1,428
|
New
|
|
|
307
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$205K
|
+$196K
|
+1,426
|
New
|
|
|
308
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$203K
|
+$194K
|
+1,410
|
New
|
|
|
309
|
Carlson Capital Management
Northfield,
Minnesota
|
$202K
|
+$192K
|
+1,400
|
New
|
|
|
310
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$194K
|
–
|
–
|
–
|
|
|
311
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$184K
|
–
|
–
|
–
|
|
|
312
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$174K
|
–
|
–
|
–
|
|
|
313
|
Asset Dedication LLC
San Francisco,
California
|
$168K
|
–
|
–
|
–
|
|
|
314
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$157K
|
-$382K
|
-2,786
|
-72%
|
|
|
315
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$153K
|
+$549
|
+4
|
+0.4%
|
|
|
316
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$153K
|
+$146K
|
+1,061
|
New
|
|
|
317
|
Barclays
London,
United Kingdom
|
$144K
|
-$4.74M
|
-34,505
|
-97%
|
|
|
318
|
HCR Wealth Advisors
Los Angeles,
California
|
$132K
|
+$213K
|
+1,550
|
New
|
|
|
319
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$131K
|
–
|
–
|
–
|
|
|
320
|
Bessemer Group
Woodbridge,
New Jersey
|
$130K
|
–
|
–
|
–
|
|
|
321
|
LifePlan Financial Group
Dayton,
Ohio
|
$127K
|
–
|
–
|
–
|
|
|
322
|
Pathstone Family Office
Englewood,
New Jersey
|
$124K
|
–
|
–
|
–
|
|
|
323
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$112K
|
-$13.7K
|
-100
|
-11%
|
|
|
324
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$111K
|
+$85.5K
|
+623
|
+430%
|
|
|
325
|
MCF Advisors
Covington,
Kentucky
|
$96K
|
–
|
–
|
–
|
|
