|
226
|
Ballentine Partners
Waltham,
Massachusetts
|
$458K
|
+$9.94K
|
+92
|
+2%
|
|
|
227
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$456K
|
-$67.3K
|
-623
|
-13%
|
|
|
228
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$452K
|
-$288K
|
-2,670
|
-38%
|
|
|
229
|
YorkBridge Wealth Partners
New York
|
$443K
|
+$9.5K
|
+88
|
+2%
|
|
|
230
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$442K
|
+$454K
|
+4,200
|
New
|
|
|
231
|
EARNEST Partners
Atlanta,
Georgia
|
$428K
|
-$5.4K
|
-50
|
-1%
|
|
|
232
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$425K
|
+$24.7K
|
+229
|
+6%
|
|
|
233
|
AMP Capital Investors
Sydney,
Australia
|
$424K
|
+$441K
|
+4,081
|
New
|
|
|
234
|
SVB Wealth
Boston,
Massachusetts
|
$421K
|
-$50.5K
|
-468
|
-10%
|
|
|
235
|
Kings Point Capital Management
Great Neck,
New York
|
$421K
|
–
|
–
|
–
|
|
|
236
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$406K
|
+$337K
|
+3,117
|
+421%
|
|
|
237
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$402K
|
-$77K
|
-713
|
-16%
|
|
|
238
|
Veritable
Wilmington,
Delaware
|
$401K
|
+$6.37K
|
+59
|
+2%
|
|
|
239
|
Shelton Capital Management
Denver,
Colorado
|
$386K
|
–
|
–
|
–
|
|
|
240
|
WrapManager Inc
Mill Valley,
California
|
$382K
|
+$393K
|
+3,635
|
New
|
|
|
241
|
Strategic Global Advisors
Newport Beach,
California
|
$372K
|
+$7.56K
|
+70
|
+2%
|
|
|
242
|
Comerica Securities
Detroit,
Michigan
|
$370K
|
-$7.56K
|
-70
|
-2%
|
|
|
243
|
Old Mission Capital
Chicago,
Illinois
|
$367K
|
+$377K
|
+3,487
|
New
|
|
|
244
|
Addenda Capital
Montreal,
Quebec, Canada
|
$361K
|
–
|
–
|
–
|
|
|
245
|
Yorktown Management & Research Company
Forest,
Virginia
|
$358K
|
–
|
–
|
–
|
|
|
246
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$350K
|
-$36.7K
|
-340
|
-10%
|
|
|
247
|
AssetMark Inc
Concord,
California
|
$349K
|
+$25.3K
|
+234
|
+8%
|
|
|
248
|
Sequoia Financial Advisors
Akron,
Ohio
|
$344K
|
-$57.1K
|
-529
|
-14%
|
|
|
249
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$340K
|
–
|
–
|
–
|
|
|
250
|
One Wealth Advisors
San Francisco,
California
|
$332K
|
-$67.1K
|
-621
|
-16%
|
|
