|
76
|
Regions Financial Corp
Birmingham,
Alabama
|
$441K
|
–
|
–
|
–
|
|
|
77
|
Avenir Corporation
Alexandria,
Virginia
|
$440K
|
–
|
–
|
–
|
|
|
78
|
Account Management
Boxford,
Massachusetts
|
$421K
|
–
|
–
|
–
|
|
|
79
|
UBS Group
Zurich,
Switzerland
|
$413K
|
-$204K
|
-19,494
|
-35%
|
|
|
80
|
Belpointe Asset Management
Reno,
Nevada
|
$410K
|
+$379K
|
+36,172
|
New
|
|
|
81
|
Evergreen Capital Management
Bellevue,
Washington
|
$406K
|
+$375K
|
+35,800
|
New
|
|
|
82
|
Family Capital Trust
Peabody,
Massachusetts
|
$397K
|
–
|
–
|
–
|
|
|
83
|
Nachman Norwood & Parrott
Greenville,
South Carolina
|
$397K
|
+$367K
|
+35,000
|
New
|
|
|
84
|
Freestone Capital Holdings
Seattle,
Washington
|
$387K
|
–
|
–
|
–
|
|
|
85
|
Avidian Wealth Enterprises
Houston,
Texas
|
$374K
|
–
|
–
|
–
|
|
|
86
|
|
$368K
|
–
|
–
|
–
|
|
|
87
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$355K
|
–
|
–
|
–
|
|
|
88
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$347K
|
+$22.5K
|
+2,150
|
+8%
|
|
|
89
|
Tradewinds Capital Management
Bellingham,
Washington
|
$347K
|
+$35.6K
|
+3,400
|
+12%
|
|
|
90
|
Aveo Capital Partners
Englewood,
Colorado
|
$345K
|
–
|
–
|
–
|
|
|
91
|
Cobblestone Capital Advisors
Rochester,
New York
|
$339K
|
–
|
–
|
–
|
|
|
92
|
Steward Partners Investment Advisory
New York
|
$333K
|
–
|
–
|
–
|
|
|
93
|
First Allied Advisory Services
San Diego,
California
|
$330K
|
–
|
–
|
–
|
|
|
94
|
Peak Financial Management
Wellesley,
Massachusetts
|
$329K
|
–
|
–
|
–
|
|
|
95
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$329K
|
–
|
–
|
–
|
|
|
96
|
Whittier Trust
South Pasadena,
California
|
$318K
|
–
|
–
|
–
|
|
|
97
|
BSW Wealth Partners
Boulder,
Colorado
|
$288K
|
–
|
–
|
–
|
|
|
98
|
RHS Financial
San Francisco,
California
|
$284K
|
+$263K
|
+25,083
|
New
|
|
|
99
|
Stephens Inc
Little Rock,
Arkansas
|
$283K
|
–
|
–
|
–
|
|
|
100
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$266K
|
–
|
–
|
–
|
|
