|
201
|
SlateStone Wealth
Jupiter,
Florida
|
$788K
|
-$30K
|
-300
|
-4%
|
|
|
202
|
SimplyRich
Carlsbad,
California
|
$761K
|
–
|
–
|
–
|
|
|
203
|
Pitcairn
Conshohocken,
Pennsylvania
|
$747K
|
+$55.1K
|
+550
|
+8%
|
|
|
204
|
Burney Company
Reston,
Virginia
|
$742K
|
+$27.6K
|
+276
|
+4%
|
|
|
205
|
Profund Advisors
Bethesda,
Maryland
|
$742K
|
+$67.6K
|
+675
|
+10%
|
|
|
206
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$736K
|
-$13.9K
|
-139
|
-2%
|
|
|
207
|
Evergreen Capital Management
Bellevue,
Washington
|
$733K
|
+$122K
|
+1,217
|
+21%
|
|
|
208
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$732K
|
+$60.8K
|
+607
|
+9%
|
|
|
209
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$729K
|
-$3.25M
|
-32,499
|
-82%
|
|
|
210
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$714K
|
+$341K
|
+3,406
|
+97%
|
|
|
211
|
Regions Financial Corp
Birmingham,
Alabama
|
$692K
|
-$28.3K
|
-283
|
-4%
|
|
|
212
|
Aperture Investors
New York
|
$680K
|
–
|
–
|
–
|
|
|
213
|
Abbrea Capital
Greenbrae,
California
|
$670K
|
+$10K
|
+100
|
+2%
|
|
|
214
|
Corient Private Wealth
Miami,
Florida
|
$663K
|
+$643K
|
+6,423
|
New
|
|
|
215
|
Venturi Wealth Management
Austin,
Texas
|
$662K
|
-$7.91K
|
-79
|
-1%
|
|
|
216
|
Rockefeller Capital Management
New York
|
$651K
|
-$278K
|
-2,773
|
-30%
|
|
|
217
|
Gabelli Funds
Rye,
New York
|
$650K
|
-$80.1K
|
-800
|
-11%
|
|
|
218
|
Founders Financial Securities
Towson,
Maryland
|
$636K
|
+$149K
|
+1,487
|
+32%
|
|
|
219
|
Horizon Investments
Charlotte,
North Carolina
|
$636K
|
+$149K
|
+1,490
|
+32%
|
|
|
220
|
SYSTM Wealth Solutions
Chicago,
Illinois
|
$622K
|
+$604K
|
+6,031
|
New
|
|
|
221
|
Asset Dedication LLC
San Francisco,
California
|
$609K
|
+$217K
|
+2,165
|
+57%
|
|
|
222
|
Caprock Group
Boise,
Idaho
|
$603K
|
-$13.6K
|
-136
|
-2%
|
|
|
223
|
Janiczek Wealth Management
Denver,
Colorado
|
$600K
|
+$17.7K
|
+177
|
+4%
|
|
|
224
|
|
$599K
|
+$581K
|
+5,807
|
New
|
|
|
225
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$596K
|
–
|
–
|
–
|
|
