|
401
|
Park Circle Company
Baltimore,
Maryland
|
$350K
|
–
|
–
|
–
|
|
|
402
|
Abbot Financial Management
Andover,
Massachusetts
|
$346K
|
–
|
–
|
–
|
|
|
403
|
Beacon Pointe Wealth Advisors
Newport Beach,
California
|
$338K
|
–
|
–
|
–
|
|
|
404
|
Unigestion Holding
Geneva,
Switzerland
|
$333K
|
-$2.35M
|
-41,700
|
-88%
|
|
|
405
|
Mercer Capital Advisers
Little Silver,
New Jersey
|
$330K
|
-$104K
|
-1,850
|
-25%
|
|
|
406
|
DC Investments Management
Mclean,
Virginia
|
$326K
|
-$56.9K
|
-1,012
|
-15%
|
|
|
407
|
Valmark Advisers
Akron,
Ohio
|
$325K
|
–
|
–
|
–
|
|
|
408
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$319K
|
–
|
–
|
–
|
|
|
409
|
BNP Paribas Financial Markets
Paris,
France
|
$315K
|
–
|
–
|
–
|
|
|
410
|
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
|
$315K
|
+$17.3K
|
+307
|
+6%
|
|
|
411
|
Pathstone Family Office
Englewood,
New Jersey
|
$312K
|
-$13.7K
|
-243
|
-4%
|
|
|
412
|
|
$311K
|
+$300K
|
+5,327
|
New
|
|
|
413
|
Caprock Group
Boise,
Idaho
|
$310K
|
-$184K
|
-3,266
|
-38%
|
|
|
414
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$310K
|
-$18.7K
|
-332
|
-6%
|
|
|
415
|
McIlrath & Eck
Arlington,
Washington
|
$307K
|
–
|
–
|
–
|
|
|
416
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$306K
|
-$28.1K
|
-500
|
-9%
|
|
|
417
|
Baystate Wealth Management
Boston,
Massachusetts
|
$306K
|
+$2.08K
|
+37
|
+0.7%
|
|
|
418
|
Belpointe Asset Management
Reno,
Nevada
|
$305K
|
-$65K
|
-1,155
|
-18%
|
|
|
419
|
Gotham Asset Management
New York
|
$303K
|
+$292K
|
+5,187
|
New
|
|
|
420
|
J.W. Burns & Co
Dewitt,
New York
|
$301K
|
+$787
|
+14
|
+0.3%
|
|
|
421
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$295K
|
–
|
–
|
–
|
|
|
422
|
IHT Wealth Management
Chicago,
Illinois
|
$294K
|
-$73.9K
|
-1,314
|
-21%
|
|
|
423
|
Cambridge Trust
Cambridge,
Massachusetts
|
$294K
|
+$283K
|
+5,036
|
New
|
|
|
424
|
Calton & Associates
Tampa,
Florida
|
$293K
|
+$14.5K
|
+257
|
+5%
|
|
|
425
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$292K
|
–
|
–
|
–
|
|
