|
276
|
Gould Asset Management
Claremont,
California
|
$350K
|
-$49.9K
|
-545
|
-12%
|
|
|
277
|
Raymond James Trust
St. Petersburg,
Florida
|
$350K
|
+$106K
|
+1,155
|
+43%
|
|
|
278
|
Insight Wealth Strategies
San Ramon,
California
|
$345K
|
-$52.2K
|
-570
|
-13%
|
|
|
279
|
Focus Financial Network
Minneapolis,
Minnesota
|
$334K
|
+$335K
|
+3,656
|
New
|
|
|
280
|
Perigon Wealth Management
San Francisco,
California
|
$334K
|
–
|
–
|
–
|
|
|
281
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$323K
|
-$142K
|
-1,548
|
-30%
|
|
|
282
|
Financial Strategies Group
Okemos,
Michigan
|
$313K
|
+$313K
|
+3,425
|
New
|
|
|
283
|
Waverly Advisors
Birmingham,
Alabama
|
$312K
|
+$10.3K
|
+113
|
+3%
|
|
|
284
|
Beacon Pointe Wealth Advisors
Newport Beach,
California
|
$312K
|
+$312K
|
+3,415
|
New
|
|
|
285
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$311K
|
+$89.2K
|
+975
|
+40%
|
|
|
286
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$303K
|
+$208K
|
+2,273
|
+217%
|
|
|
287
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$299K
|
+$300K
|
+3,279
|
New
|
|
|
288
|
Morningstar Investment Services
Chicago,
Illinois
|
$295K
|
-$135K
|
-1,477
|
-31%
|
|
|
289
|
Private Trust Company
Cleveland,
Ohio
|
$291K
|
+$63.6K
|
+695
|
+28%
|
|
|
290
|
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
|
$280K
|
–
|
–
|
–
|
|
|
291
|
|
$277K
|
+$12.6K
|
+138
|
+5%
|
|
|
292
|
Q3 Asset Management
Birmingham,
Michigan
|
$276K
|
+$277K
|
+3,023
|
New
|
|
|
293
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$272K
|
-$4.12K
|
-45
|
-1%
|
|
|
294
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$263K
|
-$165K
|
-1,802
|
-39%
|
|
|
295
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$254K
|
-$4.3K
|
-47
|
-2%
|
|
|
296
|
Cerity Partners OCIO
New York
|
$250K
|
+$250K
|
+2,733
|
New
|
|
|
297
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$246K
|
+$34.1K
|
+373
|
+16%
|
|
|
298
|
Cedar Capital
Barrington,
Illinois
|
$246K
|
+$246K
|
+2,690
|
New
|
|
|
299
|
Legacy Capital Partners
Milwaukee,
Wisconsin
|
$241K
|
+$242K
|
+2,641
|
New
|
|
|
300
|
CWA Asset Management Group
Naples,
Florida
|
$238K
|
+$238K
|
+2,600
|
New
|
|
