|
1126
|
Welch & Forbes
Boston,
Massachusetts
|
$399K
|
–
|
–
|
–
|
|
|
1127
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$398K
|
-$129K
|
-1,118
|
-24%
|
|
|
1128
|
Legacy Financial Advisors
Covington,
Kentucky
|
$393K
|
-$20.7K
|
-179
|
-5%
|
|
|
1129
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$392K
|
-$6.6K
|
-57
|
-2%
|
|
|
1130
|
Karpus Investment Management
Pittsford,
New York
|
$390K
|
–
|
–
|
–
|
|
|
1131
|
Managed Account Services
Coconut Grove,
Florida
|
$388K
|
+$140K
|
+1,209
|
+55%
|
|
|
1132
|
Private Capital Group
West Hartford,
Connecticut
|
$387K
|
-$250K
|
-2,155
|
-39%
|
|
|
1133
|
Childress Capital Advisors
Houston,
Texas
|
$387K
|
+$394K
|
+3,400
|
New
|
|
|
1134
|
Patron Partners
Houston,
Texas
|
$387K
|
+$394K
|
+3,405
|
New
|
|
|
1135
|
Professional Planning
Thousand Oaks,
California
|
$386K
|
-$11.2K
|
-97
|
-3%
|
|
|
1136
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$383K
|
+$9.73K
|
+84
|
+3%
|
|
|
1137
|
Bison Wealth
Atlanta,
Georgia
|
$383K
|
+$37.6K
|
+325
|
+11%
|
|
|
1138
|
Calamos Advisors
Naperville,
Illinois
|
$381K
|
-$122K
|
-1,054
|
-24%
|
|
|
1139
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$377K
|
–
|
–
|
–
|
|
|
1140
|
First National Bank of South Miami
South Miami,
Florida
|
$377K
|
+$4.52K
|
+39
|
+1%
|
|
|
1141
|
WFA of San Diego
San Diego,
California
|
$374K
|
+$381K
|
+3,289
|
New
|
|
|
1142
|
Catalyst Private Wealth
San Mateo,
California
|
$372K
|
+$22.7K
|
+196
|
+6%
|
|
|
1143
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$372K
|
+$379K
|
+3,273
|
New
|
|
|
1144
|
Crescent Capital Consulting
New Orleans,
Louisiana
|
$370K
|
-$1.2M
|
-10,321
|
-76%
|
|
|
1145
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$370K
|
–
|
–
|
–
|
|
|
1146
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$368K
|
–
|
–
|
–
|
|
|
1147
|
Gibraltar Capital Management
Tulsa,
Oklahoma
|
$366K
|
-$445K
|
-3,844
|
-55%
|
|
|
1148
|
CVA Family Office
Denver,
Colorado
|
$365K
|
+$232
|
+2
|
+0.1%
|
|
|
1149
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$360K
|
+$7.18K
|
+62
|
+2%
|
|
|
1150
|
ADE LLC
Baltimore,
Maryland
|
$360K
|
+$14.5K
|
+125
|
+4%
|
|
