|
226
|
Coyle Financial Counsel
Glenview,
Illinois
|
$360K
|
–
|
–
|
–
|
|
|
227
|
National Planning Corporation
El Segundo,
California
|
$348K
|
-$784K
|
-23,204
|
-69%
|
|
|
228
|
Bank of New York Mellon
New York
|
$341K
|
+$346K
|
+10,240
|
New
|
|
|
229
|
Parsons Capital Management
Providence,
Rhode Island
|
$335K
|
-$13.9K
|
-410
|
-4%
|
|
|
230
|
Smith, Moore & Co
Clayton,
Missouri
|
$335K
|
+$35.4K
|
+1,046
|
+12%
|
|
|
231
|
Cetera Advisors
Denver,
Colorado
|
$320K
|
+$104K
|
+3,068
|
+47%
|
|
|
232
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$319K
|
+$104K
|
+3,090
|
+48%
|
|
|
233
|
Dock Street Asset Management
Palm Beach,
Florida
|
$316K
|
-$13.6K
|
-402
|
-4%
|
|
|
234
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
$312K
|
-$410K
|
-12,128
|
-56%
|
|
|
235
|
Manchester Capital Management
Manchester,
Vermont
|
$310K
|
–
|
–
|
–
|
|
|
236
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$306K
|
-$53.7K
|
-1,588
|
-15%
|
|
|
237
|
Pinnacle Associates
New York
|
$305K
|
-$46.1K
|
-1,364
|
-13%
|
|
|
238
|
Wisconsin Capital Management
Madison,
Wisconsin
|
$305K
|
–
|
–
|
–
|
|
|
239
|
Aspiriant Holdings S3
Los Angeles,
California
|
$300K
|
-$50.2K
|
-1,486
|
-14%
|
|
|
240
|
Edgestream Partners
Princeton,
New Jersey
|
$299K
|
+$24.8K
|
+734
|
+9%
|
|
|
241
|
Maple Securities USA
Jersey City,
New Jersey
|
$297K
|
-$35.1M
|
-1,038,688
|
-99%
|
|
|
242
|
Appleton Group
Appleton,
Wisconsin
|
$296K
|
-$29.8K
|
-882
|
-9%
|
|
|
243
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$292K
|
–
|
–
|
–
|
|
|
244
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$291K
|
–
|
–
|
–
|
|
|
245
|
KMS Financial Services
Seattle,
Washington
|
$284K
|
-$395K
|
-11,692
|
-58%
|
|
|
246
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$280K
|
-$40.6K
|
-1,200
|
-13%
|
|
|
247
|
Truist Financial
Charlotte,
North Carolina
|
$270K
|
-$3.92K
|
-116
|
-1%
|
|
|
248
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$270K
|
+$7.03K
|
+208
|
+3%
|
|
|
249
|
Russell Frank Company
Seattle,
Washington
|
$265K
|
–
|
–
|
–
|
|
|
250
|
Arrow Financial
Glens Falls,
New York
|
$263K
|
+$123K
|
+3,648
|
+86%
|
|
