|
501
|
Tidal Investments
Milwaukee,
Wisconsin
|
$267K
|
+$296K
|
+3,199
|
New
|
|
|
502
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$266K
|
–
|
–
|
–
|
|
|
503
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$263K
|
+$291K
|
+3,145
|
New
|
|
|
504
|
B. Metzler seel. Sohn & Co
Frankfurt,
Germany
|
$262K
|
–
|
–
|
–
|
|
|
505
|
Center for Financial Planning
Southfied,
Michigan
|
$261K
|
–
|
–
|
–
|
|
|
506
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$260K
|
–
|
–
|
–
|
|
|
507
|
AGF Management
Toronto,
Ontario, Canada
|
$259K
|
+$287K
|
+3,103
|
New
|
|
|
508
|
Siemens Fonds Invest
Munich,
Germany
|
$259K
|
-$120K
|
-1,290
|
-29%
|
|
|
509
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$258K
|
+$286K
|
+3,088
|
New
|
|
|
510
|
Invictus Private Wealth
Denver,
Colorado
|
$257K
|
-$463
|
-5
|
-0.2%
|
|
|
511
|
Mendel Capital Management
Little Rock,
Arkansas
|
$254K
|
+$463
|
+5
|
+0.2%
|
|
|
512
|
SeaCrest Wealth Management
Purchase,
New York
|
$253K
|
-$44.2K
|
-477
|
-14%
|
|
|
513
|
Insight Folios
Charlotte,
North Carolina
|
$251K
|
-$11.4K
|
-123
|
-4%
|
|
|
514
|
Gifford Fong Associates
Lafayette,
California
|
$251K
|
–
|
–
|
–
|
|
|
515
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$251K
|
+$185
|
+2
|
+0.1%
|
|
|
516
|
Mirabella Financial Services
London,
United Kingdom
|
$249K
|
+$276K
|
+2,978
|
New
|
|
|
517
|
Bath Savings Trust
Bath,
Maine
|
$244K
|
-$11.6K
|
-125
|
-4%
|
|
|
518
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$242K
|
+$2.04K
|
+22
|
+0.8%
|
|
|
519
|
Chapin Davis
Baltimore,
Maryland
|
$242K
|
+$926
|
+10
|
+0.3%
|
|
|
520
|
Webster Bank
Waterbury,
Connecticut
|
$241K
|
-$23.8K
|
-257
|
-8%
|
|
|
521
|
Fortune 45 LLC
Gonzales,
Louisiana
|
$240K
|
+$266K
|
+2,871
|
New
|
|
|
522
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$238K
|
–
|
–
|
–
|
|
|
523
|
Boston Family Office
Boston,
Massachusetts
|
$237K
|
-$34.7K
|
-375
|
-12%
|
|
|
524
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$236K
|
+$261K
|
+2,817
|
New
|
|
|
525
|
ICA Group Wealth Management
Denver,
Colorado
|
$235K
|
+$55.1K
|
+595
|
+27%
|
|
