|
326
|
Birchwood Financial Partners
Bloomington,
Minnesota
|
$551K
|
+$547K
|
+4,279
|
New
|
|
|
327
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$549K
|
-$1.66K
|
-13
|
-0.3%
|
|
|
328
|
Atomi Financial Group
New York
|
$543K
|
–
|
–
|
–
|
|
|
329
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$542K
|
-$166K
|
-1,298
|
-24%
|
|
|
330
|
HM Payson & Co
Portland,
Maine
|
$541K
|
-$1.41K
|
-11
|
-0.3%
|
|
|
331
|
Prism Advisors
Studio City,
California
|
$540K
|
-$26.3K
|
-206
|
-5%
|
|
|
332
|
SVB Wealth
Boston,
Massachusetts
|
$538K
|
–
|
–
|
–
|
|
|
333
|
WesBanco Bank
Wheeling,
West Virginia
|
$537K
|
-$2.68K
|
-21
|
-0.5%
|
|
|
334
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$535K
|
+$104K
|
+817
|
+25%
|
|
|
335
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$530K
|
–
|
–
|
–
|
|
|
336
|
Maia Wealth
Denver,
Colorado
|
$526K
|
-$518K
|
-4,059
|
-50%
|
|
|
337
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$523K
|
+$68K
|
+532
|
+15%
|
|
|
338
|
Coordinated Financial Services
Denver,
Colorado
|
$515K
|
–
|
–
|
–
|
|
|
339
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$514K
|
+$46K
|
+360
|
+10%
|
|
|
340
|
Addison Advisors
Middlebury,
Vermont
|
$509K
|
–
|
–
|
–
|
|
|
341
|
NBT Bank
Norwich,
New York
|
$507K
|
-$106K
|
-832
|
-87%
|
|
|
342
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$506K
|
-$36.8K
|
-288
|
-7%
|
|
|
343
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$501K
|
–
|
–
|
–
|
|
|
344
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$498K
|
–
|
–
|
–
|
|
|
345
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$487K
|
+$2.17K
|
+17
|
+0.5%
|
|
|
346
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$484K
|
-$173K
|
-1,358
|
-27%
|
|
|
347
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$484K
|
–
|
–
|
–
|
|
|
348
|
West Wealth Group
Irvine,
California
|
$483K
|
-$1.92K
|
-15
|
-0.4%
|
|
|
349
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$483K
|
-$8.3K
|
-65
|
-2%
|
|
|
350
|
Argent Trust Co
Nashville,
Tennessee
|
$482K
|
-$2.94K
|
-23
|
-0.6%
|
|
