|
301
|
Boltwood Capital Management
Walnut Creek,
California
|
$224K
|
–
|
–
|
–
|
|
|
302
|
REDW Wealth
Albuquerque,
New Mexico
|
$223K
|
–
|
–
|
–
|
|
|
303
|
Marietta Wealth Management
Marietta,
Georgia
|
$223K
|
+$227K
|
+12,657
|
New
|
|
|
304
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$222K
|
-$32.6K
|
-1,815
|
-13%
|
|
|
305
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$222K
|
–
|
–
|
–
|
|
|
306
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$219K
|
-$8.89K
|
-495
|
-4%
|
|
|
307
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$217K
|
+$29.7K
|
+1,656
|
+16%
|
|
|
308
|
Penobscot Investment Management
Boston,
Massachusetts
|
$214K
|
-$46.9K
|
-2,610
|
-18%
|
|
|
309
|
Watermark Asset Management
San Ramon,
California
|
$214K
|
-$19.6K
|
-1,092
|
-8%
|
|
|
310
|
Plancorp LLC
Saint Louis,
Missouri
|
$214K
|
+$108
|
+6
|
+0%
|
|
|
311
|
Centaurus Financial
Anaheim,
California
|
$214K
|
+$218K
|
+12,138
|
New
|
|
|
312
|
Coldstream Capital Management
Bellevue,
Washington
|
$213K
|
+$217K
|
+12,108
|
New
|
|
|
313
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$210K
|
+$180K
|
+10,047
|
+543%
|
|
|
314
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$203K
|
+$3.13K
|
+174
|
+2%
|
|
|
315
|
Red Cedar Capital
Omaha,
Nebraska
|
$188K
|
+$647
|
+36
|
+0.3%
|
|
|
316
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$185K
|
+$189K
|
+10,500
|
New
|
|
|
317
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$169K
|
+$539
|
+30
|
+0.3%
|
|
|
318
|
RWA Wealth Partners
Newton,
Massachusetts
|
$168K
|
+$172K
|
+9,558
|
New
|
|
|
319
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$155K
|
+$108
|
+6
|
+0.1%
|
|
|
320
|
Duncker Streett & Co
St. Louis,
Missouri
|
$133K
|
+$40.8K
|
+2,271
|
+43%
|
|
|
321
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$126K
|
+$14.5K
|
+807
|
+13%
|
|
|
322
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$124K
|
–
|
–
|
–
|
|
|
323
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$123K
|
+$7.87K
|
+438
|
+7%
|
|
|
324
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$117K
|
-$6.04K
|
-336
|
-5%
|
|
|
325
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$116K
|
-$33.5K
|
-1,863
|
-22%
|
|
