|
201
|
Baron Wealth Management
Troy,
Michigan
|
$297K
|
–
|
–
|
–
|
|
|
202
|
Corient Private Wealth
Miami,
Florida
|
$293K
|
+$294K
|
+3,077
|
New
|
|
|
203
|
D.A. Davidson & Co
Great Falls,
Montana
|
$291K
|
–
|
–
|
–
|
|
|
204
|
PhiloSmith Capital
Stamford,
Connecticut
|
$286K
|
–
|
–
|
–
|
|
|
205
|
|
$278K
|
-$20.9K
|
-218
|
-7%
|
|
|
206
|
Dark Forest Capital Management
San Juan,
Puerto Rico
|
$271K
|
+$272K
|
+2,843
|
New
|
|
|
207
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$266K
|
+$9.66K
|
+101
|
+4%
|
|
|
208
|
|
$261K
|
-$1.08M
|
-11,295
|
-80%
|
|
|
209
|
Destiny Wealth Partners
Tavares,
Florida
|
$259K
|
-$69.9K
|
-731
|
-21%
|
|
|
210
|
Proficio Capital Partners
Newton,
Massachusetts
|
$252K
|
+$6.89K
|
+72
|
+3%
|
|
|
211
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$248K
|
-$8.71K
|
-91
|
-3%
|
|
|
212
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$247K
|
–
|
–
|
–
|
|
|
213
|
Coldstream Capital Management
Bellevue,
Washington
|
$246K
|
+$1.82K
|
+19
|
+0.7%
|
|
|
214
|
US Asset Management LLC
Pittsburgh,
Pennsylvania
|
$245K
|
-$3.06K
|
-32
|
-1%
|
|
|
215
|
Shell Asset Management
The Hague,
Netherlands
|
$244K
|
-$861
|
-9
|
-0.4%
|
|
|
216
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$242K
|
-$153K
|
-1,601
|
-39%
|
|
|
217
|
RMR Wealth Builders
Montclair,
New Jersey
|
$240K
|
+$765
|
+8
|
+0.3%
|
|
|
218
|
Donor Advised Charitable Giving
San Francisco,
California
|
$239K
|
-$36.1K
|
-377
|
-13%
|
|
|
219
|
AXQ Capital
Jersey City,
New Jersey
|
$229K
|
+$230K
|
+2,400
|
New
|
|
|
220
|
Quantinno Capital Management
New York
|
$220K
|
+$220K
|
+2,303
|
New
|
|
|
221
|
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
$217K
|
+$218K
|
+2,277
|
New
|
|
|
222
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$214K
|
+$215K
|
+2,249
|
New
|
|
|
223
|
Veritable
Wilmington,
Delaware
|
$205K
|
-$12.6K
|
-132
|
-6%
|
|
|
224
|
Forum Financial Management
Lombard,
Illinois
|
$205K
|
+$206K
|
+2,149
|
New
|
|
|
225
|
Advisory Services Network
Atlanta,
Georgia
|
$196K
|
–
|
–
|
–
|
|
