|
626
|
KWB Wealth
Redlands,
California
|
$273K
|
–
|
–
|
–
|
|
|
627
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$271K
|
+$267K
|
+6,851
|
New
|
|
|
628
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$271K
|
–
|
–
|
–
|
|
|
629
|
Auxier Asset Management
Aurora,
Oregon
|
$269K
|
–
|
–
|
–
|
|
|
630
|
Baystate Wealth Management
Boston,
Massachusetts
|
$267K
|
–
|
–
|
–
|
|
|
631
|
B. Metzler seel. Sohn & Co
Frankfurt,
Germany
|
$267K
|
–
|
–
|
–
|
|
|
632
|
Private Trust Company
Cleveland,
Ohio
|
$267K
|
+$263K
|
+6,752
|
New
|
|
|
633
|
Physician Wealth Advisors
Midvale,
Utah
|
$265K
|
+$18.7K
|
+481
|
+9%
|
|
|
634
|
RDA Financial Network
Akron,
Iowa
|
$264K
|
+$15.4K
|
+396
|
+6%
|
|
|
635
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$263K
|
+$1.28K
|
+33
|
+0.5%
|
|
|
636
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$261K
|
+$31.7K
|
+813
|
+14%
|
|
|
637
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$260K
|
-$11.8K
|
-304
|
-4%
|
|
|
638
|
Brave Asset Management
Summit,
New Jersey
|
$260K
|
–
|
–
|
–
|
|
|
639
|
Wellington Management Group
Boston,
Massachusetts
|
$258K
|
-$761K
|
-19,537
|
-75%
|
|
|
640
|
Finer Wealth Management
Salem,
Massachusetts
|
$258K
|
-$136K
|
-3,494
|
-35%
|
|
|
641
|
Pendal Group
Sydney,
Australia
|
$258K
|
+$254K
|
+6,522
|
New
|
|
|
642
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$257K
|
–
|
–
|
–
|
|
|
643
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$257K
|
+$2.34K
|
+60
|
+0.9%
|
|
|
644
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$257K
|
+$40K
|
+1,027
|
+19%
|
|
|
645
|
Pflug Koory
Omaha,
Nebraska
|
$252K
|
+$28.4K
|
+730
|
+13%
|
|
|
646
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$250K
|
+$31.1K
|
+798
|
+14%
|
|
|
647
|
Magnus Financial Group
New York
|
$248K
|
+$244K
|
+6,268
|
New
|
|
|
648
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$247K
|
-$2.26K
|
-58
|
-0.9%
|
|
|
649
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$245K
|
–
|
–
|
–
|
|
|
650
|
SkyOak Wealth
Southfield,
Michigan
|
$245K
|
–
|
–
|
–
|
|
