|
351
|
Axxcess Wealth Management
Carlsbad,
California
|
$298K
|
–
|
–
|
–
|
|
|
352
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$298K
|
+$14K
|
+562
|
+6%
|
|
|
353
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$298K
|
+$349
|
+14
|
+0.1%
|
|
|
354
|
Blankinship & Foster
Solana Beach,
California
|
$292K
|
–
|
–
|
–
|
|
|
355
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$291K
|
+$256K
|
+10,271
|
New
|
|
|
356
|
Wealth Architects
Mountain View,
California
|
$287K
|
-$23.5K
|
-943
|
-9%
|
|
|
357
|
Legacy Capital Group California
Los Gatos,
California
|
$285K
|
+$2.64K
|
+106
|
+1%
|
|
|
358
|
Weil Company
San Diego,
California
|
$283K
|
–
|
–
|
–
|
|
|
359
|
Sage Rhino Capital
Menlo Park,
California
|
$282K
|
+$7.64K
|
+307
|
+3%
|
|
|
360
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$281K
|
–
|
–
|
–
|
|
|
361
|
Sutton Place Investors
Katonah,
New York
|
$281K
|
–
|
–
|
–
|
|
|
362
|
Park Avenue Securities
New York
|
$271K
|
+$20.8K
|
+837
|
+10%
|
|
|
363
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$268K
|
–
|
–
|
–
|
|
|
364
|
Legacy Financial Advisors
Covington,
Kentucky
|
$260K
|
+$229K
|
+9,184
|
New
|
|
|
365
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$257K
|
+$16.3K
|
+656
|
+6%
|
|
|
366
|
Realta Investment Advisors
Wilmington,
Delaware
|
$251K
|
-$11.2K
|
-448
|
-5%
|
|
|
367
|
Freestone Capital Holdings
Seattle,
Washington
|
$240K
|
+$211K
|
+8,494
|
New
|
|
|
368
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$233K
|
+$205K
|
+8,250
|
New
|
|
|
369
|
SVB Wealth
Boston,
Massachusetts
|
$229K
|
-$134K
|
-5,398
|
-40%
|
|
|
370
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$226K
|
+$199K
|
+8,000
|
New
|
|
|
371
|
|
$224K
|
-$20.6K
|
-828
|
-9%
|
|
|
372
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$224K
|
+$197K
|
+7,925
|
New
|
|
|
373
|
Genus Capital Management
Vancouver,
British Columbia, Canada
|
$224K
|
+$197K
|
+7,900
|
New
|
|
|
374
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$222K
|
+$14.7K
|
+590
|
+8%
|
|
|
375
|
Parallax Volatility Advisers
San Francisco,
California
|
$222K
|
-$92.1K
|
-3,698
|
-32%
|
|
