|
601
|
Keebeck Wealth Management
Chicago,
Illinois
|
$350K
|
–
|
–
|
–
|
|
|
602
|
SignatureFD
Atlanta,
Georgia
|
$345K
|
-$21K
|
-128
|
-6%
|
|
|
603
|
TD Private Client Wealth
New York
|
$343K
|
-$159K
|
-972
|
-31%
|
|
|
604
|
Insight Folios
Charlotte,
North Carolina
|
$341K
|
+$23.3K
|
+142
|
+7%
|
|
|
605
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$338K
|
-$123K
|
-750
|
-26%
|
|
|
606
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$338K
|
+$16.4K
|
+100
|
+5%
|
|
|
607
|
Sonata Capital Group
Seattle,
Washington
|
$335K
|
–
|
–
|
–
|
|
|
608
|
Snowden Capital Advisors
New York
|
$332K
|
+$116K
|
+705
|
+50%
|
|
|
609
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$325K
|
-$10K
|
-61
|
-3%
|
|
|
610
|
Aigen Investment Management
New York
|
$325K
|
+$340K
|
+2,072
|
New
|
|
|
611
|
IEQ Capital
Foster City,
California
|
$323K
|
+$31.7K
|
+193
|
+10%
|
|
|
612
|
Colony Group
Boston,
Massachusetts
|
$321K
|
+$335K
|
+2,043
|
New
|
|
|
613
|
Coldstream Capital Management
Bellevue,
Washington
|
$315K
|
-$60.4K
|
-368
|
-15%
|
|
|
614
|
Principle Wealth Partners
Madison,
Connecticut
|
$314K
|
-$137K
|
-835
|
-29%
|
|
|
615
|
Telos Capital Management
San Diego,
California
|
$314K
|
-$4.92K
|
-30
|
-1%
|
|
|
616
|
Aristotle Atlantic Partners
Sarasota,
Florida
|
$314K
|
–
|
–
|
–
|
|
|
617
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$311K
|
-$164
|
-1
|
-0.1%
|
|
|
618
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$311K
|
-$996K
|
-6,073
|
-75%
|
|
|
619
|
Stewart & Patten Company
Lafayette,
California
|
$307K
|
+$1.15K
|
+7
|
+0.4%
|
|
|
620
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$306K
|
-$31.3K
|
-191
|
-9%
|
|
|
621
|
LMR Partners
London,
United Kingdom
|
$302K
|
+$316K
|
+1,927
|
New
|
|
|
622
|
Brown Brothers Harriman & Co
New York
|
$300K
|
-$63.2K
|
-385
|
-17%
|
|
|
623
|
BOK Financial Private Wealth
Denver,
Colorado
|
$300K
|
-$13.3K
|
-81
|
-4%
|
|
|
624
|
Webster Bank
Waterbury,
Connecticut
|
$298K
|
–
|
–
|
–
|
|
|
625
|
Intersect Capital
San Ramon,
California
|
$297K
|
+$33.1K
|
+202
|
+12%
|
|
