|
226
|
William Blair & Company
Chicago,
Illinois
|
$707K
|
+$83.4K
|
+998
|
+13%
|
|
|
227
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$705K
|
+$734K
|
+8,782
|
New
|
|
|
228
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$705K
|
+$734K
|
+8,782
|
New
|
|
|
229
|
Bailard
Foster City,
California
|
$703K
|
+$46.2K
|
+553
|
+7%
|
|
|
230
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$694K
|
-$122K
|
-1,455
|
-14%
|
|
|
231
|
Gryphon Financial Partners
Columbus,
Ohio
|
$687K
|
–
|
–
|
–
|
|
|
232
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$663K
|
+$5.52K
|
+66
|
+0.8%
|
|
|
233
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$651K
|
-$21.8M
|
-260,989
|
-97%
|
|
|
234
|
Tidal Investments
Milwaukee,
Wisconsin
|
$647K
|
+$674K
|
+8,060
|
New
|
|
|
235
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$634K
|
+$660K
|
+7,894
|
New
|
|
|
236
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$627K
|
-$4.18K
|
-50
|
-0.6%
|
|
|
237
|
Safeguard Investment Advisory Group
Corona,
California
|
$620K
|
-$33K
|
-395
|
-5%
|
|
|
238
|
Colony Group
Boston,
Massachusetts
|
$617K
|
-$81.1K
|
-970
|
-11%
|
|
|
239
|
Lido Advisors
Los Angeles,
California
|
$611K
|
+$51.9K
|
+621
|
+9%
|
|
|
240
|
Valmark Advisers
Akron,
Ohio
|
$611K
|
+$33.5K
|
+401
|
+6%
|
|
|
241
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$596K
|
+$31.8K
|
+380
|
+5%
|
|
|
242
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$591K
|
-$17.6K
|
-210
|
-3%
|
|
|
243
|
NFP Retirement Inc
Aliso Viejo,
California
|
$589K
|
-$22.7K
|
-272
|
-4%
|
|
|
244
|
Founders Financial Securities
Towson,
Maryland
|
$584K
|
+$608K
|
+7,275
|
New
|
|
|
245
|
Horizon Investments
Charlotte,
North Carolina
|
$584K
|
+$608K
|
+7,275
|
New
|
|
|
246
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$582K
|
+$16.7K
|
+200
|
+3%
|
|
|
247
|
|
$575K
|
+$598K
|
+7,156
|
New
|
|
|
248
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$567K
|
+$48.6K
|
+581
|
+9%
|
|
|
249
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$560K
|
+$4.93K
|
+59
|
+0.9%
|
|
|
250
|
Leavell Investment Management
Mobile,
Alabama
|
$554K
|
+$15.9K
|
+190
|
+3%
|
|
