|
226
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$2.92M
|
–
|
–
|
–
|
|
|
227
|
Bank of New York Mellon
New York
|
$2.89M
|
-$324K
|
-7,450
|
-10%
|
|
|
228
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$2.87M
|
-$99.3K
|
-2,281
|
-3%
|
|
|
229
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$2.85M
|
-$33.5K
|
-770
|
-1%
|
|
|
230
|
Woodside Wealth Management
Framingham,
Massachusetts
|
$2.82M
|
-$2.61K
|
-60
|
-0.1%
|
|
|
231
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$2.81M
|
-$7.19K
|
-165
|
-0.3%
|
|
|
232
|
Cresset Asset Management
Chicago,
Illinois
|
$2.8M
|
+$879K
|
+20,192
|
+47%
|
|
|
233
|
Westmount Partners
Los Angeles,
California
|
$2.69M
|
–
|
–
|
–
|
|
|
234
|
Quantum Financial Advisors
El Segundo,
California
|
$2.6M
|
+$18.2K
|
+419
|
+0.7%
|
|
|
235
|
Curi RMB Capital
Chicago,
Illinois
|
$2.56M
|
+$2.96K
|
+68
|
+0.1%
|
|
|
236
|
Bridge Generations Wealth Management
South Miami,
Florida
|
$2.55M
|
-$966K
|
-22,175
|
-28%
|
|
|
237
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$2.54M
|
-$296K
|
-6,792
|
-11%
|
|
|
238
|
Fonville Wealth Management
Richmond,
Virginia
|
$2.49M
|
-$4.01K
|
-92
|
-0.2%
|
|
|
239
|
|
$2.49M
|
+$123K
|
+2,829
|
+5%
|
|
|
240
|
Bay Colony Advisors
Concord,
Massachusetts
|
$2.48M
|
+$250K
|
+5,746
|
+12%
|
|
|
241
|
Family CFO
Los Altos,
California
|
$2.48M
|
+$97.1K
|
+2,229
|
+4%
|
|
|
242
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$2.46M
|
-$80.8K
|
-1,855
|
-3%
|
|
|
243
|
My Personal CFO LLC
Vancouver,
Washington
|
$2.46M
|
+$2.4M
|
+55,093
|
New
|
|
|
244
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$2.44M
|
+$6.01K
|
+138
|
+0.3%
|
|
|
245
|
|
$2.41M
|
+$2.35M
|
+53,866
|
New
|
|
|
246
|
Cypress Wealth Services
Palm Desert,
California
|
$2.35M
|
-$53.3K
|
-1,224
|
-2%
|
|
|
247
|
TAGStone Capital
Charlotte,
North Carolina
|
$2.3M
|
+$9.93K
|
+228
|
+0.4%
|
|
|
248
|
Warwick Investment Management
Bryan,
Texas
|
$2.3M
|
+$9.93K
|
+228
|
+0.4%
|
|
|
249
|
Poinciana Advisors Group
Palm Beach Gardens,
Florida
|
$2.3M
|
-$18.9K
|
-435
|
-0.8%
|
|
|
250
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.2M
|
–
|
–
|
–
|
|
