|
301
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$272K
|
-$19.1K
|
-682
|
-7%
|
|
|
302
|
|
$271K
|
-$24K
|
-858
|
-9%
|
|
|
303
|
WealthSource Partners
San Luis Obispo,
California
|
$271K
|
–
|
–
|
–
|
|
|
304
|
Ballentine Partners
Waltham,
Massachusetts
|
$269K
|
+$10.8K
|
+388
|
+5%
|
|
|
305
|
|
$263K
|
+$234K
|
+8,359
|
New
|
|
|
306
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$259K
|
+$307
|
+11
|
+0.1%
|
|
|
307
|
Patten Group
Chattanooga,
Tennessee
|
$258K
|
–
|
–
|
–
|
|
|
308
|
Belpointe Asset Management
Reno,
Nevada
|
$258K
|
+$229K
|
+8,192
|
New
|
|
|
309
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$254K
|
+$225K
|
+8,062
|
New
|
|
|
310
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$253K
|
+$46.1K
|
+1,650
|
+26%
|
|
|
311
|
Alpha Cubed Investments
Irvine,
California
|
$252K
|
+$224K
|
+8,000
|
New
|
|
|
312
|
Cresset Asset Management
Chicago,
Illinois
|
$249K
|
-$21K
|
-752
|
-9%
|
|
|
313
|
Quantamental Technologies
White Plains,
New York
|
$244K
|
+$216K
|
+7,728
|
New
|
|
|
314
|
IEQ Capital
Foster City,
California
|
$242K
|
+$215K
|
+7,687
|
New
|
|
|
315
|
Titus Wealth Management
Larskpur,
California
|
$237K
|
+$210K
|
+7,520
|
New
|
|
|
316
|
Essex Financial Services
Essex,
Connecticut
|
$235K
|
+$208K
|
+7,454
|
New
|
|
|
317
|
HeadInvest LLC
Portland,
Maine
|
$234K
|
-$142K
|
-5,095
|
-41%
|
|
|
318
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$234K
|
+$207K
|
+7,425
|
New
|
|
|
319
|
J.W. Cole Advisors
Tampa,
Florida
|
$233K
|
+$207K
|
+7,407
|
New
|
|
|
320
|
Mutual Advisors
Omaha,
Nebraska
|
$231K
|
+$205K
|
+7,345
|
New
|
|
|
321
|
Private Advisor Group
Morristown,
New Jersey
|
$230K
|
-$466K
|
-16,666
|
-70%
|
|
|
322
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$230K
|
–
|
–
|
–
|
|
|
323
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$230K
|
+$204K
|
+7,295
|
New
|
|
|
324
|
Foster & Motley
Cincinnati,
Ohio
|
$229K
|
-$246K
|
-8,812
|
-55%
|
|
|
325
|
D.A. Davidson & Co
Great Falls,
Montana
|
$227K
|
+$201K
|
+7,188
|
New
|
|
