|
201
|
Coldstream Capital Management
Bellevue,
Washington
|
$798K
|
–
|
–
|
–
|
|
|
202
|
Waverly Advisors
Birmingham,
Alabama
|
$786K
|
-$59K
|
-500
|
-7%
|
|
|
203
|
Nautilus Advisors
La Jolla,
California
|
$786K
|
–
|
–
|
–
|
|
|
204
|
Crux Wealth Advisors
Long Beach,
California
|
$783K
|
-$2.88M
|
-24,466
|
-80%
|
|
|
205
|
Comerica Bank
Dallas,
Texas
|
$775K
|
+$78.8K
|
+668
|
+12%
|
|
|
206
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$766K
|
-$45.5K
|
-386
|
-6%
|
|
|
207
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
$761K
|
-$78.9K
|
-669
|
-10%
|
|
|
208
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$759K
|
–
|
–
|
–
|
|
|
209
|
Farther Finance Advisors
San Francisco,
California
|
$757K
|
-$315K
|
-2,668
|
-31%
|
|
|
210
|
Rollins Financial Advisors
New York City,
New York
|
$756K
|
-$11.8K
|
-100
|
-2%
|
|
|
211
|
Hills Bank & Trust
North Liberty,
Iowa
|
$753K
|
–
|
–
|
–
|
|
|
212
|
Well Done LLC
Holland,
Michigan
|
$748K
|
+$38.7K
|
+328
|
+6%
|
|
|
213
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$716K
|
-$31.2K
|
-265
|
-4%
|
|
|
214
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$704K
|
+$77.7K
|
+659
|
+13%
|
|
|
215
|
Glenmede Investment Management
Philadelphia,
Pennsylvania
|
$700K
|
+$651K
|
+5,524
|
New
|
|
|
216
|
Parsons Capital Management
Providence,
Rhode Island
|
$695K
|
-$19.5K
|
-165
|
-3%
|
|
|
217
|
Modera Wealth Management
Westwood,
New Jersey
|
$694K
|
–
|
–
|
–
|
|
|
218
|
One Capital Management
Westlake Village,
California
|
$691K
|
-$1.29M
|
-10,970
|
-67%
|
|
|
219
|
LRI Investments
Palm Beach Gardens,
Florida
|
$688K
|
–
|
–
|
–
|
|
|
220
|
Bessemer Group
Woodbridge,
New Jersey
|
$688K
|
+$640K
|
+5,430
|
New
|
|
|
221
|
WJ Wealth Management
Glendale,
Arizona
|
$684K
|
–
|
–
|
–
|
|
|
222
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$684K
|
+$5.66K
|
+48
|
+0.9%
|
|
|
223
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$681K
|
+$37.4K
|
+317
|
+6%
|
|
|
224
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$661K
|
-$43.6K
|
-370
|
-7%
|
|
|
225
|
West Financial Advisors
Des Moines,
Iowa
|
$661K
|
–
|
–
|
–
|
|
