|
301
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$542K
|
+$545K
|
+8,791
|
New
|
|
|
302
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$537K
|
+$102K
|
+1,640
|
+23%
|
|
|
303
|
TIAA Kaspick
Boston,
Massachusetts
|
$533K
|
-$106K
|
-1,705
|
-16%
|
|
|
304
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$533K
|
-$38.4K
|
-620
|
-7%
|
|
|
305
|
Cannell & Spears
New York
|
$527K
|
+$930
|
+15
|
+0.2%
|
|
|
306
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$516K
|
-$23.7K
|
-382
|
-4%
|
|
|
307
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$516K
|
+$44.2K
|
+713
|
+9%
|
|
|
308
|
Welch Group
Birmingham,
Alabama
|
$501K
|
+$4.15K
|
+67
|
+0.8%
|
|
|
309
|
Coastline Trust
Providence,
Rhode Island
|
$501K
|
+$504K
|
+8,130
|
New
|
|
|
310
|
LifeSteps Financial
Claremont,
California
|
$495K
|
–
|
–
|
–
|
|
|
311
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
$489K
|
+$350K
|
+5,645
|
+246%
|
|
|
312
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$489K
|
+$492K
|
+7,936
|
New
|
|
|
313
|
Portland Global Advisors
Portland,
Maine
|
$488K
|
+$491K
|
+7,929
|
New
|
|
|
314
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$483K
|
-$24.5K
|
-395
|
-5%
|
|
|
315
|
Cedar Wealth Management
Walnut Creek,
California
|
$481K
|
–
|
–
|
–
|
|
|
316
|
Steward Partners Investment Advisory
New York
|
$480K
|
+$229K
|
+3,703
|
+91%
|
|
|
317
|
Columbus Macro
New Castle,
Pennsylvania
|
$479K
|
-$1.67M
|
-27,019
|
-78%
|
|
|
318
|
True North Advisors
Dallas,
Texas
|
$477K
|
-$48.5K
|
-782
|
-9%
|
|
|
319
|
Barrett Asset Management
New York
|
$477K
|
–
|
–
|
–
|
|
|
320
|
Eaton Vance Management
Boston,
Massachusetts
|
$468K
|
-$162K
|
-2,610
|
-26%
|
|
|
321
|
Versant Capital Management
Phoenix,
Arizona
|
$468K
|
+$6.75K
|
+109
|
+1%
|
|
|
322
|
Raymond James Trust
St. Petersburg,
Florida
|
$468K
|
+$236K
|
+3,803
|
+100%
|
|
|
323
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$463K
|
-$125K
|
-2,010
|
-21%
|
|
|
324
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$463K
|
+$466K
|
+7,513
|
New
|
|
|
325
|
William Blair & Company
Chicago,
Illinois
|
$450K
|
+$99.2K
|
+1,600
|
+28%
|
|
