|
251
|
Summit Trail Advisors
New York
|
$1.01M
|
+$1.02M
|
+93,432
|
New
|
|
|
252
|
|
$995K
|
+$1.03M
|
+94,620
|
New
|
|
|
253
|
Successful Portfolios
Clearwater,
Florida
|
$994K
|
+$523K
|
+48,084
|
+104%
|
|
|
254
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$985K
|
-$68K
|
-6,252
|
-6%
|
|
|
255
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$970K
|
+$82.9K
|
+7,620
|
+9%
|
|
|
256
|
Financial Counselors Inc
Overland Park,
Kansas
|
$953K
|
–
|
–
|
–
|
|
|
257
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$929K
|
-$33.2K
|
-3,048
|
-3%
|
|
|
258
|
Lattice Strategies
Wayne,
Pennsylvania
|
$918K
|
-$24.8K
|
-2,280
|
-3%
|
|
|
259
|
People's United Financial
Bridgeport,
Connecticut
|
$917K
|
-$144K
|
-13,260
|
-13%
|
|
|
260
|
Slow Capital
Greenbrae,
California
|
$899K
|
+$930K
|
+85,464
|
New
|
|
|
261
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$887K
|
+$22.3K
|
+2,052
|
+2%
|
|
|
262
|
Perigon Wealth Management
San Francisco,
California
|
$886K
|
-$3.46K
|
-318
|
-0.4%
|
|
|
263
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$883K
|
+$245K
|
+22,542
|
+37%
|
|
|
264
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$867K
|
+$103K
|
+9,504
|
+13%
|
|
|
265
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$849K
|
-$66K
|
-6,066
|
-7%
|
|
|
266
|
BTR Capital Management
Oakland,
California
|
$838K
|
-$29.4K
|
-2,700
|
-3%
|
|
|
267
|
Peak Asset Management
Louisville,
Colorado
|
$835K
|
+$464K
|
+42,630
|
+116%
|
|
|
268
|
West Oak Capital
Westlake Village,
California
|
$820K
|
+$848K
|
+77,988
|
New
|
|
|
269
|
EP Wealth Advisors
Torrance,
California
|
$810K
|
-$7.61M
|
-699,402
|
-90%
|
|
|
270
|
Corrado Advisors
Ramsey,
New Jersey
|
$801K
|
-$621K
|
-57,096
|
-43%
|
|
|
271
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$786K
|
+$24.7K
|
+2,274
|
+3%
|
|
|
272
|
Madison Investment Holdings
Madison,
Wisconsin
|
$785K
|
+$158K
|
+14,526
|
+24%
|
|
|
273
|
Calamos Advisors
Naperville,
Illinois
|
$784K
|
+$13.3K
|
+1,224
|
+2%
|
|
|
274
|
Private Advisor Group
Morristown,
New Jersey
|
$772K
|
-$699K
|
-64,254
|
-47%
|
|
|
275
|
Parallel Advisors
San Francisco,
California
|
$768K
|
+$21K
|
+1,932
|
+3%
|
|
