|
126
|
Seneca House Advisors
Richmond,
Virginia
|
$340K
|
-$167K
|
-9,735
|
-33%
|
|
|
127
|
SlateStone Wealth
Jupiter,
Florida
|
$340K
|
–
|
–
|
–
|
|
|
128
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$334K
|
+$340K
|
+19,816
|
New
|
|
|
129
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$323K
|
+$2.15K
|
+125
|
+0.7%
|
|
|
130
|
Strategic Capital Advisers
Denver,
Colorado
|
$317K
|
–
|
–
|
–
|
|
|
131
|
Seven Post Investment Office
San Francisco,
California
|
$316K
|
–
|
–
|
–
|
|
|
132
|
Family Capital Trust
Peabody,
Massachusetts
|
$307K
|
–
|
–
|
–
|
|
|
133
|
Lido Advisors
Los Angeles,
California
|
$304K
|
–
|
–
|
–
|
|
|
134
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$299K
|
–
|
–
|
–
|
|
|
135
|
Glenview Trust
Louisville,
Kentucky
|
$291K
|
–
|
–
|
–
|
|
|
136
|
Paragon Advisors
College Station,
Texas
|
$286K
|
-$13.1K
|
-763
|
-4%
|
|
|
137
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$285K
|
-$48.6K
|
-2,830
|
-14%
|
|
|
138
|
Advisornet Financial
Minnetonka,
Minnesota
|
$276K
|
–
|
–
|
–
|
|
|
139
|
Rockefeller Capital Management
New York
|
$271K
|
+$6.27K
|
+365
|
+2%
|
|
|
140
|
NWAM LLC
Mercer Island,
Washington
|
$269K
|
+$41.6K
|
+2,422
|
+18%
|
|
|
141
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$266K
|
–
|
–
|
–
|
|
|
142
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$264K
|
-$166K
|
-9,639
|
-39%
|
|
|
143
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$263K
|
–
|
–
|
–
|
|
|
144
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$256K
|
–
|
–
|
–
|
|
|
145
|
First Ascent Asset Management
Denver,
Colorado
|
$255K
|
+$260K
|
+15,118
|
New
|
|
|
146
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$249K
|
+$30.2K
|
+1,755
|
+13%
|
|
|
147
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$243K
|
-$19.6K
|
-1,141
|
-7%
|
|
|
148
|
Koshinski Asset Management
Decatur,
Illinois
|
$238K
|
+$19.2K
|
+1,120
|
+9%
|
|
|
149
|
West Branch Capital
Amherst,
Massachusetts
|
$235K
|
–
|
–
|
–
|
|
|
150
|
Curtis Advisory Group
Santa Barbara,
California
|
$231K
|
-$8.38K
|
-488
|
-3%
|
|
