|
226
|
Trivium Point Advisory
Westport,
Connecticut
|
$699K
|
+$688K
|
+29,520
|
New
|
|
|
227
|
Pacific Capital Wealth Advisors
Corona,
California
|
$699K
|
-$1.44M
|
-61,593
|
-68%
|
|
|
228
|
Roundview Capital
Princeton,
New Jersey
|
$681K
|
-$6.74K
|
-289
|
-1%
|
|
|
229
|
L.J. Altfest & Co
New York
|
$671K
|
-$111K
|
-4,743
|
-14%
|
|
|
230
|
Nuveen
Charlotte,
North Carolina
|
$670K
|
+$660K
|
+28,307
|
New
|
|
|
231
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$670K
|
-$175K
|
-7,527
|
-21%
|
|
|
232
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$664K
|
+$14.7K
|
+632
|
+2%
|
|
|
233
|
Fort Point Capital Partners
San Francisco,
California
|
$662K
|
+$236K
|
+10,110
|
+57%
|
|
|
234
|
Dorato Capital Management
Denver,
Colorado
|
$645K
|
+$3.26K
|
+140
|
+0.5%
|
|
|
235
|
Prospect Financial Group
Arlington,
Virginia
|
$631K
|
-$14.7K
|
-631
|
-2%
|
|
|
236
|
Sentinus LLC
Oak Brook,
Illinois
|
$630K
|
+$305K
|
+13,069
|
+96%
|
|
|
237
|
AQR Capital Management
Greenwich,
Connecticut
|
$628K
|
+$172K
|
+7,359
|
+38%
|
|
|
238
|
Lodestar Private Asset Management
Alamo,
California
|
$625K
|
-$27.6K
|
-1,185
|
-4%
|
|
|
239
|
Rakuten Investment Management
Tokyo,
Japan
|
$619K
|
-$400K
|
-17,150
|
-40%
|
|
|
240
|
Atria Investments
Charlotte,
North Carolina
|
$618K
|
+$311K
|
+13,323
|
+104%
|
|
|
241
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$614K
|
+$47.1K
|
+2,019
|
+8%
|
|
|
242
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$606K
|
+$69K
|
+2,958
|
+13%
|
|
|
243
|
PFG Advisors
Phoenix,
Arizona
|
$596K
|
-$24.3K
|
-1,041
|
-4%
|
|
|
244
|
Park Avenue Securities
New York
|
$590K
|
+$581K
|
+24,931
|
New
|
|
|
245
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$584K
|
+$11.7K
|
+503
|
+2%
|
|
|
246
|
Mission Wealth Management
Santa Barbara,
California
|
$581K
|
-$266K
|
-11,419
|
-32%
|
|
|
247
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$579K
|
-$4.99K
|
-214
|
-0.9%
|
|
|
248
|
Friedenthal Financial
Marlton,
New Jersey
|
$574K
|
-$7.74K
|
-332
|
-1%
|
|
|
249
|
Clear Retirement Advice
San Mateo,
California
|
$574K
|
–
|
–
|
–
|
|
|
250
|
Fifth Third Securities
Cincinnati,
Ohio
|
$566K
|
-$67.9K
|
-2,913
|
-11%
|
|
