|
201
|
Pathstone Family Office
Englewood,
New Jersey
|
$318K
|
–
|
–
|
–
|
|
|
202
|
Mission Creek Capital Partners
San Francisco,
California
|
$316K
|
–
|
–
|
–
|
|
|
203
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$313K
|
–
|
–
|
–
|
|
|
204
|
Peak Financial Management
Wellesley,
Massachusetts
|
$309K
|
–
|
–
|
–
|
|
|
205
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$309K
|
–
|
–
|
–
|
|
|
206
|
Gofen & Glossberg
Chicago,
Illinois
|
$304K
|
–
|
–
|
–
|
|
|
207
|
J. Arnold Wealth Management
Youngstown,
Ohio
|
$296K
|
–
|
–
|
–
|
|
|
208
|
Graypoint LLC
Albany,
New York
|
$290K
|
–
|
–
|
–
|
|
|
209
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$289K
|
-$380K
|
-26,400
|
-56%
|
|
|
210
|
CreativeOne Wealth
Overland Park,
Kansas
|
$289K
|
–
|
–
|
–
|
|
|
211
|
Legacy Private Trust
Neenah,
Wisconsin
|
$289K
|
–
|
–
|
–
|
|
|
212
|
Cambridge Trust
Cambridge,
Massachusetts
|
$288K
|
–
|
–
|
–
|
|
|
213
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$284K
|
+$291K
|
+20,256
|
New
|
|
|
214
|
Creative Planning
Overland Park,
Kansas
|
$283K
|
-$291K
|
-20,255
|
-50%
|
|
|
215
|
Financial Sense Advisors
San Diego,
California
|
$282K
|
+$21.6K
|
+1,500
|
+8%
|
|
|
216
|
Cardan Capital Partners
Denver,
Colorado
|
$281K
|
–
|
–
|
–
|
|
|
217
|
Regions Financial Corp
Birmingham,
Alabama
|
$281K
|
–
|
–
|
–
|
|
|
218
|
Chase Investment Counsel
Charlottesville,
Virginia
|
$279K
|
–
|
–
|
–
|
|
|
219
|
Stephens Inc
Little Rock,
Arkansas
|
$279K
|
+$55.9K
|
+3,888
|
+24%
|
|
|
220
|
Garde Capital
Seattle,
Washington
|
$276K
|
–
|
–
|
–
|
|
|
221
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$261K
|
–
|
–
|
–
|
|
|
222
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$254K
|
-$14.4K
|
-1,000
|
-5%
|
|
|
223
|
Foresight Wealth Management
Draper,
Utah
|
$252K
|
–
|
–
|
–
|
|
|
224
|
Tiemann Investment Advisors
Menlo Park,
California
|
$249K
|
–
|
–
|
–
|
|
|
225
|
CWA Asset Management Group
Naples,
Florida
|
$246K
|
–
|
–
|
–
|
|
