|
676
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$313K
|
-$26.1K
|
-425
|
-9%
|
|
|
677
|
Freestone Capital Holdings
Seattle,
Washington
|
$313K
|
+$279K
|
+4,548
|
New
|
|
|
678
|
Certuity
North Palm Beach,
Florida
|
$312K
|
+$26.9K
|
+438
|
+11%
|
|
|
679
|
D.A. Davidson & Co
Great Falls,
Montana
|
$311K
|
–
|
–
|
–
|
|
|
680
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$310K
|
-$4.72K
|
-77
|
-2%
|
|
|
681
|
Adirondack Research & Management
Guilderland,
New York
|
$310K
|
+$276K
|
+4,505
|
New
|
|
|
682
|
Redwood Investment Management
Scottsdale,
Arizona
|
$307K
|
-$549K
|
-8,958
|
-67%
|
|
|
683
|
Swan Global Investments
Durango,
Colorado
|
$307K
|
+$626K
|
+10,217
|
New
|
|
|
684
|
Alethea Capital Management
Mercer Island,
Washington
|
$306K
|
+$24.5K
|
+400
|
+10%
|
|
|
685
|
Successful Portfolios
Clearwater,
Florida
|
$303K
|
+$490
|
+8
|
+0.2%
|
|
|
686
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$300K
|
-$17.2K
|
-281
|
-6%
|
|
|
687
|
Americana Partners
Houston,
Texas
|
$300K
|
+$140K
|
+2,291
|
New
|
|
|
688
|
Bessemer Group
Woodbridge,
New Jersey
|
$299K
|
+$33.8K
|
+551
|
+15%
|
|
|
689
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$292K
|
–
|
–
|
–
|
|
|
690
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$287K
|
+$1.78K
|
+29
|
+0.7%
|
|
|
691
|
Pearl River Capital
Niles,
Michigan
|
$287K
|
+$256K
|
+4,177
|
New
|
|
|
692
|
Tiedemann Advisors
New York
|
$286K
|
-$5.27K
|
-86
|
-2%
|
|
|
693
|
Leavell Investment Management
Mobile,
Alabama
|
$280K
|
–
|
–
|
–
|
|
|
694
|
Equitable Holdings
New York
|
$277K
|
+$247K
|
+4,028
|
New
|
|
|
695
|
Wealthspire Advisors (New York)
New York
|
$275K
|
-$216K
|
-3,530
|
-47%
|
|
|
696
|
Kelleher Financial Advisors
New York
|
$275K
|
–
|
–
|
–
|
|
|
697
|
Old Port Advisors
Portland,
Maine
|
$272K
|
-$7.05K
|
-115
|
-3%
|
|
|
698
|
Yorktown Management & Research Company
Forest,
Virginia
|
$272K
|
+$46K
|
+750
|
+23%
|
|
|
699
|
M&G Investment Management
London,
United Kingdom
|
$271K
|
-$19.7K
|
-322
|
-8%
|
|
|
700
|
IFP Advisors
Tampa,
Florida
|
$270K
|
+$35.1K
|
+572
|
+17%
|
|