|
601
|
Echo Street Capital Management
New York
|
$315K
|
+$296K
|
+3,338
|
New
|
|
|
602
|
Graypoint LLC
Albany,
New York
|
$313K
|
+$26K
|
+293
|
+10%
|
|
|
603
|
Clearstead Advisors
Cleveland,
Ohio
|
$310K
|
+$177
|
+2
|
+0.1%
|
|
|
604
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$307K
|
+$9.74K
|
+110
|
+3%
|
|
|
605
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$306K
|
+$21.4K
|
+241
|
+8%
|
|
|
606
|
Vontobel Holding
Zurich,
Switzerland
|
$304K
|
+$11.1K
|
+125
|
+4%
|
|
|
607
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$302K
|
-$23.7K
|
-268
|
-8%
|
|
|
608
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$302K
|
+$1.95K
|
+22
|
+0.7%
|
|
|
609
|
Focus Financial Network
Minneapolis,
Minnesota
|
$295K
|
+$1.95K
|
+22
|
+0.7%
|
|
|
610
|
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
|
$293K
|
+$275K
|
+3,104
|
New
|
|
|
611
|
Coastline Trust
Providence,
Rhode Island
|
$292K
|
–
|
–
|
–
|
|
|
612
|
Machina Capital
Paris,
France
|
$292K
|
+$275K
|
+3,099
|
New
|
|
|
613
|
Coldstream Capital Management
Bellevue,
Washington
|
$292K
|
+$6.91K
|
+78
|
+3%
|
|
|
614
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$291K
|
–
|
–
|
–
|
|
|
615
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$290K
|
+$273K
|
+3,077
|
New
|
|
|
616
|
TFB Advisors
Overland Park,
Kansas
|
$288K
|
+$271K
|
+3,057
|
New
|
|
|
617
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$288K
|
-$98.8K
|
-1,115
|
-27%
|
|
|
618
|
Marcum Wealth
Cleveland,
Ohio
|
$287K
|
+$21.4K
|
+242
|
+9%
|
|
|
619
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$287K
|
+$269K
|
+3,041
|
New
|
|
|
620
|
Fulcrum Capital
Seattle,
Washington
|
$283K
|
–
|
–
|
–
|
|
|
621
|
R.M. Davis Inc
Portland,
Maine
|
$283K
|
-$28.8K
|
-325
|
-10%
|
|
|
622
|
Arrow Investment Advisors
Laurel,
Maryland
|
$281K
|
+$264K
|
+2,978
|
New
|
|
|
623
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$281K
|
+$23.3K
|
+263
|
+10%
|
|
|
624
|
Checchi Capital Advisers
Beverly Hills,
California
|
$280K
|
-$1.24K
|
-14
|
-0.5%
|
|
|
625
|
Watershed Asset Management
San Francisco,
California
|
$280K
|
-$30.9K
|
-349
|
-11%
|
|
