|
601
|
HM Payson & Co
Portland,
Maine
|
$282K
|
-$16.4K
|
-221
|
-6%
|
|
|
602
|
CIBC World Market
Toronto,
Ontario, Canada
|
$279K
|
+$40K
|
+538
|
+17%
|
|
|
603
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$278K
|
+$272K
|
+3,652
|
New
|
|
|
604
|
Councilmark Asset Management
Knoxville,
Tennessee
|
$278K
|
–
|
–
|
–
|
|
|
605
|
OneAscent Financial Services
Birmingham,
Alabama
|
$278K
|
+$5.73K
|
+77
|
+2%
|
|
|
606
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
$277K
|
+$10.1K
|
+136
|
+4%
|
|
|
607
|
Sterling Investment Counsel
Buffalo,
New York
|
$275K
|
+$5.73K
|
+77
|
+2%
|
|
|
608
|
Curated Wealth Partners
El Segundo,
California
|
$271K
|
+$265K
|
+3,557
|
New
|
|
|
609
|
Laurel Oak Wealth Management
Marlton,
New Jersey
|
$270K
|
–
|
–
|
–
|
|
|
610
|
Sovran Advisors
San Diego,
California
|
$270K
|
+$40.8K
|
+549
|
+18%
|
|
|
611
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$266K
|
-$40.9K
|
-550
|
-14%
|
|
|
612
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$263K
|
+$16.4K
|
+220
|
+7%
|
|
|
613
|
Fogel Capital Management
Stuart,
Florida
|
$261K
|
–
|
–
|
–
|
|
|
614
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$260K
|
-$9.67K
|
-130
|
-4%
|
|
|
615
|
Berman McAleer
Timonium,
Maryland
|
$260K
|
–
|
–
|
–
|
|
|
616
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$256K
|
+$250K
|
+3,364
|
New
|
|
|
617
|
TIAA-CREF Individual & Institutional Services
New York
|
$250K
|
–
|
–
|
–
|
|
|
618
|
PUREfi Wealth
Boston,
Massachusetts
|
$249K
|
+$1.86K
|
+25
|
+0.8%
|
|
|
619
|
Freedom Investment Management
Hartford,
Connecticut
|
$248K
|
+$242K
|
+3,254
|
New
|
|
|
620
|
Norris Perne & French
Grand Rapids,
Michigan
|
$247K
|
–
|
–
|
–
|
|
|
621
|
Breakwater Capital Group
Paramus,
New Jersey
|
$245K
|
+$595
|
+8
|
+0.2%
|
|
|
622
|
American Capital Management
New York
|
$245K
|
+$13.4K
|
+180
|
+6%
|
|
|
623
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$243K
|
+$237K
|
+3,189
|
New
|
|
|
624
|
SWP Financial
San Diego,
California
|
$236K
|
+$230K
|
+3,097
|
New
|
|
|
625
|
Modern Wealth Management
Lenexa,
Kansas
|
$235K
|
+$230K
|
+3,094
|
New
|
|
