|
301
|
First Western Trust Bank
Denver,
Colorado
|
$329K
|
–
|
–
|
–
|
|
|
302
|
DBK Financial Counsel
Cuyahoga Falls,
Ohio
|
$321K
|
+$349K
|
+7,880
|
New
|
|
|
303
|
Tiedemann Advisors
New York
|
$306K
|
–
|
–
|
–
|
|
|
304
|
Private Management Group
Irvine,
California
|
$303K
|
–
|
–
|
–
|
|
|
305
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
$303K
|
+$1.15K
|
+26
|
+0.4%
|
|
|
306
|
Westwood Wealth Management
Los Angeles,
California
|
$302K
|
+$620
|
+14
|
+0.2%
|
|
|
307
|
Eagle Bay Advisors
New York
|
$301K
|
–
|
–
|
–
|
|
|
308
|
Grandfield & Dodd
New York
|
$300K
|
–
|
–
|
–
|
|
|
309
|
Private Portfolio Partners
Paramus,
New Jersey
|
$295K
|
–
|
–
|
–
|
|
|
310
|
Frank Rimerman Advisors
Palo Alto,
California
|
$293K
|
–
|
–
|
–
|
|
|
311
|
CGN Advisors
Manhattan,
Kansas
|
$280K
|
-$628K
|
-14,170
|
-67%
|
|
|
312
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$279K
|
–
|
–
|
–
|
|
|
313
|
Evercore Wealth Management
New York
|
$277K
|
–
|
–
|
–
|
|
|
314
|
Versant Capital Management
Phoenix,
Arizona
|
$277K
|
+$620
|
+14
|
+0.2%
|
|
|
315
|
Whittier Trust
South Pasadena,
California
|
$271K
|
–
|
–
|
–
|
|
|
316
|
Wealthspire Advisors (New York)
New York
|
$268K
|
–
|
–
|
–
|
|
|
317
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$266K
|
–
|
–
|
–
|
|
|
318
|
GSB Wealth Management
Guilford,
Connecticut
|
$265K
|
–
|
–
|
–
|
|
|
319
|
Gradient Investments
Arden Hills,
Minnesota
|
$263K
|
–
|
–
|
–
|
|
|
320
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$256K
|
+$1.02K
|
+23
|
+0.4%
|
|
|
321
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$256K
|
+$278K
|
+6,281
|
New
|
|
|
322
|
|
$255K
|
–
|
–
|
–
|
|
|
323
|
Portfolio Solutions
Royal Oak,
Michigan
|
$254K
|
-$3.54K
|
-80
|
-1%
|
|
|
324
|
|
$250K
|
-$255K
|
-5,764
|
-93%
|
|
|
325
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$250K
|
-$119K
|
-2,691
|
-30%
|
|
