|
376
|
Belpointe Asset Management
Reno,
Nevada
|
$248K
|
-$106K
|
-2,127
|
-30%
|
|
|
377
|
Defined Wealth Management
Beaverton,
Oregon
|
$248K
|
–
|
–
|
–
|
|
|
378
|
Grassi Investment Management
Santa Clara,
California
|
$248K
|
–
|
–
|
–
|
|
|
379
|
R.H. Bluestein & Co
Birmingham,
Michigan
|
$248K
|
–
|
–
|
–
|
|
|
380
|
Renasant Bank
Tupelo,
Mississippi
|
$243K
|
+$16K
|
+320
|
+7%
|
|
|
381
|
Dearborn Partners
Chicago,
Illinois
|
$242K
|
–
|
–
|
–
|
|
|
382
|
Man Group
London,
United Kingdom
|
$238K
|
+$240K
|
+4,800
|
New
|
|
|
383
|
Lee Financial
Dallas,
Texas
|
$233K
|
–
|
–
|
–
|
|
|
384
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$231K
|
-$507K
|
-10,140
|
-69%
|
|
|
385
|
Roosevelt Investment Group
New York
|
$230K
|
+$232K
|
+4,638
|
New
|
|
|
386
|
Cetera Advisor Networks
El Segundo,
California
|
$229K
|
+$232K
|
+4,629
|
New
|
|
|
387
|
Davis Rea
Toronto,
Ontario, Canada
|
$227K
|
+$50
|
+1
|
+0%
|
|
|
388
|
Geneos Wealth Management
Englewood,
Colorado
|
$225K
|
–
|
–
|
–
|
|
|
389
|
Coastline Trust
Providence,
Rhode Island
|
$224K
|
–
|
–
|
–
|
|
|
390
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$224K
|
-$131K
|
-2,618
|
-37%
|
|
|
391
|
Physician Wealth Advisors
Midvale,
Utah
|
$221K
|
–
|
–
|
–
|
|
|
392
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$220K
|
–
|
–
|
–
|
|
|
393
|
Essex Financial Services
Essex,
Connecticut
|
$215K
|
–
|
–
|
–
|
|
|
394
|
Tradewinds Capital Management
Bellingham,
Washington
|
$215K
|
–
|
–
|
–
|
|
|
395
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$211K
|
+$214K
|
+4,271
|
New
|
|
|
396
|
SVB Wealth
Boston,
Massachusetts
|
$208K
|
+$210K
|
+4,207
|
New
|
|
|
397
|
Fairview Capital Investment Management
Greenbrae,
California
|
$207K
|
+$210K
|
+4,200
|
New
|
|
|
398
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$201K
|
-$32.3K
|
-645
|
-14%
|
|
|
399
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$201K
|
+$203K
|
+4,059
|
New
|
|
|
400
|
Cincinnati Insurance
Fairfield,
Ohio
|
$200K
|
–
|
–
|
–
|
|
