|
151
|
Chevy Chase Trust
Bethesda,
Maryland
|
$334K
|
–
|
–
|
–
|
|
|
152
|
Summit Trail Advisors
New York
|
$325K
|
+$319K
|
+8,755
|
New
|
|
|
153
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$323K
|
+$21.8K
|
+599
|
+7%
|
|
|
154
|
World Investment Advisors
Santa Barbara,
California
|
$323K
|
+$51.6K
|
+1,417
|
+19%
|
|
|
155
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$319K
|
+$36.8K
|
+1,010
|
+13%
|
|
|
156
|
Second Line Capital
Metairie,
Louisiana
|
$315K
|
+$21.6K
|
+594
|
+8%
|
|
|
157
|
Moody National Bank Trust Division
Galveston,
Texas
|
$309K
|
-$620
|
-17
|
-0.2%
|
|
|
158
|
Regal Investment Advisors
Kentwood,
Michigan
|
$306K
|
-$33.4K
|
-916
|
-10%
|
|
|
159
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$305K
|
–
|
–
|
–
|
|
|
160
|
Sittner & Nelson
Eugene,
Oregon
|
$300K
|
–
|
–
|
–
|
|
|
161
|
One Capital Management
Westlake Village,
California
|
$298K
|
–
|
–
|
–
|
|
|
162
|
Equitable Holdings
New York
|
$293K
|
+$49.8K
|
+1,366
|
+21%
|
|
|
163
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$293K
|
–
|
–
|
–
|
|
|
164
|
Perigon Wealth Management
San Francisco,
California
|
$290K
|
+$288K
|
+7,891
|
New
|
|
|
165
|
Freestone Capital Holdings
Seattle,
Washington
|
$289K
|
-$36.4K
|
-1,000
|
-11%
|
|
|
166
|
Beck Mack & Oliver
New York
|
$284K
|
–
|
–
|
–
|
|
|
167
|
Rothschild Investment LLC
Chicago,
Illinois
|
$278K
|
–
|
–
|
–
|
|
|
168
|
Cary Street Partners
Richmond,
Virginia
|
$278K
|
+$273K
|
+7,499
|
New
|
|
|
169
|
Atria Wealth Solutions
New York
|
$277K
|
+$272K
|
+7,471
|
New
|
|
|
170
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$270K
|
–
|
–
|
–
|
|
|
171
|
Opal Wealth Advisors
Jericho,
New York
|
$264K
|
+$259K
|
+7,111
|
New
|
|
|
172
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$262K
|
–
|
–
|
–
|
|
|
173
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$260K
|
+$255K
|
+7,008
|
New
|
|
|
174
|
Davidson Trust Company
Seattle,
Washington
|
$260K
|
–
|
–
|
–
|
|
|
175
|
Essex Financial Services
Essex,
Connecticut
|
$259K
|
–
|
–
|
–
|
|
