|
301
|
Consultiva Wealth Management
San Juan,
Puerto Rico
|
$194K
|
+$131K
|
+1,458
|
New
|
|
|
302
|
Squar Milner Financial Services
Irvine,
California
|
$181K
|
-$106K
|
-1,175
|
-37%
|
|
|
303
|
Valeo Financial Advisors
Carmel,
Indiana
|
$161K
|
–
|
–
|
–
|
|
|
304
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$156K
|
–
|
–
|
–
|
|
|
305
|
Belpointe Asset Management
Reno,
Nevada
|
$127K
|
+$125K
|
+1,385
|
New
|
|
|
306
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$121K
|
–
|
–
|
–
|
|
|
307
|
Realta Investment Advisors
Wilmington,
Delaware
|
$106K
|
+$9.09K
|
+101
|
+10%
|
|
|
308
|
Clear Investment Research
Alpharetta,
Georgia
|
$103K
|
+$5.49K
|
+61
|
+6%
|
|
|
309
|
William Blair & Company
Chicago,
Illinois
|
$101K
|
-$41.7K
|
-463
|
-30%
|
|
|
310
|
Huntington National Bank
Columbus,
Ohio
|
$94K
|
–
|
–
|
–
|
|
|
311
|
CNB Bank
Clearfield,
Pennsylvania
|
$77K
|
–
|
–
|
–
|
|
|
312
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$77K
|
+$49.9K
|
+555
|
+195%
|
|
|
313
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$70K
|
+$44.8K
|
+498
|
+187%
|
|
|
314
|
SignatureFD
Atlanta,
Georgia
|
$63K
|
+$8.91K
|
+99
|
+17%
|
|
|
315
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$61K
|
-$52.7K
|
-586
|
-47%
|
|
|
316
|
First Personal Financial Services
Charlotte,
North Carolina
|
$53K
|
–
|
–
|
–
|
|
|
317
|
AssetMark Inc
Concord,
California
|
$42K
|
+$41.2K
|
+458
|
New
|
|
|
318
|
Sandy Spring Bank
Olney,
Maryland
|
$39K
|
+$38.7K
|
+430
|
New
|
|
|
319
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$38K
|
-$37.7K
|
-419
|
-50%
|
|
|
320
|
|
$38K
|
–
|
–
|
–
|
|
|
321
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$32K
|
–
|
–
|
–
|
|
|
322
|
Arax Advisory Partners
Denver,
Colorado
|
$31K
|
+$30.6K
|
+340
|
New
|
|
|
323
|
Enterprise Trust & Investment
Los Gatos,
California
|
$29K
|
+$28.4K
|
+316
|
New
|
|
|
324
|
Tower Research Capital (TRC)
New York
|
$27K
|
-$3.08M
|
-34,269
|
-99%
|
|
|
325
|
Westside Investment Management
Santa Monica,
California
|
$27K
|
+$27K
|
+300
|
New
|
|
