|
251
|
Whittier Trust
South Pasadena,
California
|
$860K
|
–
|
–
|
–
|
|
|
252
|
Lion Street Advisors
Austin,
Texas
|
$859K
|
–
|
–
|
–
|
|
|
253
|
360 Financial
Wayzata,
Minnesota
|
$854K
|
–
|
–
|
–
|
|
|
254
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$844K
|
+$244K
|
+8,000
|
+40%
|
|
|
255
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$837K
|
+$173K
|
+5,657
|
+26%
|
|
|
256
|
Financial Advocates Investment Management
Olympia,
Washington
|
$820K
|
-$9.06K
|
-297
|
-1%
|
|
|
257
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$820K
|
+$140K
|
+4,597
|
+20%
|
|
|
258
|
FirstPurpose Wealth
Orem,
Utah
|
$819K
|
+$474K
|
+15,538
|
+133%
|
|
|
259
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$803K
|
+$813K
|
+26,639
|
New
|
|
|
260
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$800K
|
+$810K
|
+26,553
|
New
|
|
|
261
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$739K
|
-$3.05K
|
-100
|
-0.4%
|
|
|
262
|
Horizon Kinetics Asset Management
New York
|
$723K
|
–
|
–
|
–
|
|
|
263
|
Vontobel Holding
Zurich,
Switzerland
|
$717K
|
-$38.8K
|
-1,270
|
-5%
|
|
|
264
|
Axxcess Wealth Management
Carlsbad,
California
|
$715K
|
+$123K
|
+4,029
|
+20%
|
|
|
265
|
Beacon Pointe Advisors
Newport Beach,
California
|
$711K
|
+$720K
|
+23,599
|
New
|
|
|
266
|
Advisor Resource Council
Dallas,
Texas
|
$708K
|
+$717K
|
+23,498
|
New
|
|
|
267
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$688K
|
-$1.52M
|
-49,846
|
-69%
|
|
|
268
|
Narus Financial Partners
Salt Lake City,
Utah
|
$683K
|
+$691K
|
+22,656
|
New
|
|
|
269
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$670K
|
–
|
–
|
–
|
|
|
270
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$669K
|
-$467K
|
-15,300
|
-41%
|
|
|
271
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$659K
|
–
|
–
|
–
|
|
|
272
|
Roosevelt Investment Group
New York
|
$659K
|
+$133K
|
+4,362
|
+25%
|
|
|
273
|
Whitcomb & Hess
Ashland,
Ohio
|
$650K
|
+$15.4K
|
+504
|
+2%
|
|
|
274
|
Nottingham Advisors
Amherst,
New York
|
$648K
|
-$139K
|
-4,550
|
-17%
|
|
|
275
|
55I LLC
Boston,
Massachusetts
|
$648K
|
+$657K
|
+21,520
|
New
|
|
