|
201
|
Coldstream Capital Management
Bellevue,
Washington
|
$219K
|
+$219K
|
+8,828
|
New
|
|
|
202
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$215K
|
–
|
–
|
–
|
|
|
203
|
SimpliFi Inc
San Diego,
California
|
$211K
|
+$993
|
+40
|
+0.5%
|
|
|
204
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$211K
|
+$212K
|
+8,526
|
New
|
|
|
205
|
Larson Financial Group
St Louis,
Missouri
|
$204K
|
+$794
|
+32
|
+0.4%
|
|
|
206
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$201K
|
+$248
|
+10
|
+0.1%
|
|
|
207
|
Global Retirement Partners
San Rafael,
California
|
$201K
|
+$165K
|
+6,664
|
+456%
|
|
|
208
|
Empirical Finance
Havertown,
Pennsylvania
|
$200K
|
+$745
|
+30
|
+0.4%
|
|
|
209
|
Asset Dedication LLC
San Francisco,
California
|
$182K
|
-$10.9K
|
-440
|
-6%
|
|
|
210
|
Anchor Investment Management
Columbia,
South Carolina
|
$167K
|
–
|
–
|
–
|
|
|
211
|
Red Cedar Capital
Omaha,
Nebraska
|
$129K
|
+$7.4K
|
+298
|
+6%
|
|
|
212
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$109K
|
-$103K
|
-4,162
|
-49%
|
|
|
213
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$106K
|
–
|
–
|
–
|
|
|
214
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$103K
|
+$103K
|
+4,148
|
New
|
|
|
215
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$99K
|
-$3.87K
|
-156
|
-4%
|
|
|
216
|
Destination Wealth Management
Walnut Creek,
California
|
$98K
|
-$9.23K
|
-372
|
-9%
|
|
|
217
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$93K
|
+$93.1K
|
+3,750
|
New
|
|
|
218
|
US Bancorp
Minneapolis,
Minnesota
|
$91K
|
-$26.3K
|
-1,058
|
-22%
|
|
|
219
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$84K
|
+$83.6K
|
+3,370
|
New
|
|
|
220
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$65K
|
+$64.8K
|
+2,610
|
New
|
|
|
221
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$52K
|
+$4.37K
|
+176
|
+9%
|
|
|
222
|
Steward Partners Investment Advisory
New York
|
$51K
|
-$74.9K
|
-3,018
|
-60%
|
|
|
223
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$47K
|
-$695
|
-28
|
-1%
|
|
|
224
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$45K
|
–
|
–
|
–
|
|
|
225
|
Avantax Planning Partners
Dubuque,
Iowa
|
$40K
|
+$39.7K
|
+1,598
|
New
|
|
