|
401
|
Community Financial Services Group
Newport,
Vermont
|
$207K
|
+$192K
|
+4,325
|
New
|
|
|
402
|
Clarius Group LLC
Seattle,
Washington
|
$206K
|
+$190K
|
+4,290
|
New
|
|
|
403
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$206K
|
+$191K
|
+4,306
|
New
|
|
|
404
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$205K
|
-$40.4K
|
-912
|
-18%
|
|
|
405
|
Intersect Capital
San Ramon,
California
|
$203K
|
+$188K
|
+4,235
|
New
|
|
|
406
|
Prudent Man Advisors
Naperville,
Illinois
|
$203K
|
+$188K
|
+4,245
|
New
|
|
|
407
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$201K
|
+$186K
|
+4,200
|
New
|
|
|
408
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$192K
|
+$1.82K
|
+41
|
+1%
|
|
|
409
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$173K
|
–
|
–
|
–
|
|
|
410
|
Belpointe Asset Management
Reno,
Nevada
|
$167K
|
+$29.6K
|
+668
|
+24%
|
|
|
411
|
Parallel Advisors
San Francisco,
California
|
$163K
|
+$85.1K
|
+1,920
|
+130%
|
|
|
412
|
Lindbrook Capital
Calabasas,
California
|
$152K
|
+$9K
|
+203
|
+7%
|
|
|
413
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$150K
|
+$34.6K
|
+781
|
+33%
|
|
|
414
|
AssetMark Inc
Concord,
California
|
$139K
|
+$53.4K
|
+1,204
|
+71%
|
|
|
415
|
Harbour Investments
Madison,
Wisconsin
|
$134K
|
-$36K
|
-811
|
-22%
|
|
|
416
|
Freedman Financial Associates
Peabody,
Massachusetts
|
$134K
|
–
|
–
|
–
|
|
|
417
|
|
$120K
|
+$1.77K
|
+40
|
+2%
|
|
|
418
|
Solstein Capital
Menlo Park,
California
|
$119K
|
-$17.7K
|
-400
|
-14%
|
|
|
419
|
Private Capital Group
West Hartford,
Connecticut
|
$117K
|
-$26.6K
|
-601
|
-20%
|
|
|
420
|
Howe & Rusling
Rochester,
New York
|
$109K
|
-$8.25K
|
-186
|
-8%
|
|
|
421
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$108K
|
-$2.75K
|
-62
|
-3%
|
|
|
422
|
Bartlett & Co
Cincinnati,
Ohio
|
$106K
|
-$2.75K
|
-62
|
-3%
|
|
|
423
|
Advisornet Financial
Minnetonka,
Minnesota
|
$103K
|
-$3.33K
|
-75
|
-3%
|
|
|
424
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$98K
|
-$43.8K
|
-988
|
-26%
|
|
|
425
|
|
$94K
|
–
|
–
|
–
|
|
