|
351
|
Valmark Advisers
Akron,
Ohio
|
$696K
|
+$73.9K
|
+841
|
+11%
|
|
|
352
|
Diversified
Wilmington,
Delaware
|
$690K
|
–
|
–
|
–
|
|
|
353
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$687K
|
-$26.4K
|
-300
|
-3%
|
|
|
354
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$684K
|
-$17.9K
|
-204
|
-2%
|
|
|
355
|
Index Fund Advisors
Irvine,
California
|
$682K
|
-$2.11K
|
-24
|
-0.3%
|
|
|
356
|
Schroders
London,
United Kingdom
|
$676K
|
-$125M
|
-1,421,693
|
-99%
|
|
|
357
|
|
$671K
|
+$41.2K
|
+469
|
+6%
|
|
|
358
|
Perigon Wealth Management
San Francisco,
California
|
$669K
|
+$12.2K
|
+139
|
+2%
|
|
|
359
|
Essex Financial Services
Essex,
Connecticut
|
$656K
|
+$791
|
+9
|
+0.1%
|
|
|
360
|
Ratio Wealth Group
Denver,
Colorado
|
$655K
|
+$47.4K
|
+539
|
+7%
|
|
|
361
|
Focus Financial Network
Minneapolis,
Minnesota
|
$653K
|
-$118K
|
-1,345
|
-14%
|
|
|
362
|
InterOcean Capital Group
Nashville,
Tennessee
|
$651K
|
+$88
|
+1
|
+0%
|
|
|
363
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$649K
|
+$77.3K
|
+880
|
+12%
|
|
|
364
|
Pathstone Family Office
Englewood,
New Jersey
|
$648K
|
+$17K
|
+193
|
+2%
|
|
|
365
|
Evercore Wealth Management
New York
|
$645K
|
–
|
–
|
–
|
|
|
366
|
Planning Directions
Glen Mills,
Pennsylvania
|
$642K
|
+$151K
|
+1,714
|
+27%
|
|
|
367
|
Donor Advised Charitable Giving
San Francisco,
California
|
$640K
|
+$30.4K
|
+346
|
+4%
|
|
|
368
|
IFP Advisors
Tampa,
Florida
|
$639K
|
+$176
|
+2
|
+0%
|
|
|
369
|
Ballentine Partners
Waltham,
Massachusetts
|
$638K
|
-$140K
|
-1,596
|
-16%
|
|
|
370
|
ADE LLC
Baltimore,
Maryland
|
$635K
|
+$16.6K
|
+189
|
+2%
|
|
|
371
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$635K
|
+$150K
|
+1,708
|
+27%
|
|
|
372
|
Knightsbridge Asset Management
Newport Beach,
California
|
$629K
|
-$122K
|
-1,394
|
-15%
|
|
|
373
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$628K
|
+$64.1K
|
+729
|
+10%
|
|
|
374
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$617K
|
+$17.6K
|
+200
|
+3%
|
|
|
375
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$616K
|
+$4.57K
|
+52
|
+0.7%
|
|
