|
226
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$371K
|
–
|
–
|
–
|
|
|
227
|
Thompson Davis & Co
Richmond,
Virginia
|
$367K
|
-$17.5K
|
-250
|
-4%
|
|
|
228
|
Ameraudi Asset Management
New York
|
$364K
|
–
|
–
|
–
|
|
|
229
|
Tradition Wealth Management
Edina,
Minnesota
|
$363K
|
+$7.37K
|
+105
|
+2%
|
|
|
230
|
Kestra Private Wealth Services
Austin,
Texas
|
$361K
|
+$130K
|
+1,857
|
+48%
|
|
|
231
|
Family CFO
Los Altos,
California
|
$357K
|
+$16.3K
|
+232
|
+4%
|
|
|
232
|
Symmetry Partners
Glastonbury,
Connecticut
|
$357K
|
+$76.7K
|
+1,093
|
+24%
|
|
|
233
|
Denver PWM
Denver,
Colorado
|
$346K
|
+$27.1K
|
+386
|
+8%
|
|
|
234
|
Pecaut & Co
Sioux City,
Iowa
|
$344K
|
-$87.7K
|
-1,249
|
-19%
|
|
|
235
|
Raymond James Trust
St. Petersburg,
Florida
|
$343K
|
–
|
–
|
–
|
|
|
236
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$341K
|
–
|
–
|
–
|
|
|
237
|
Autumn Glory Partners
Dallas,
Texas
|
$339K
|
–
|
–
|
–
|
|
|
238
|
Level Financial Advisors
East Amherst,
New York
|
$337K
|
-$1.05K
|
-15
|
-0.3%
|
|
|
239
|
Aspiriant LLC
Los Angeles,
California
|
$337K
|
+$376K
|
+5,355
|
New
|
|
|
240
|
Bank of New York Mellon
New York
|
$326K
|
+$54K
|
+769
|
+17%
|
|
|
241
|
First National Corp
Rockland,
Massachusetts
|
$325K
|
–
|
–
|
–
|
|
|
242
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$324K
|
+$361K
|
+5,144
|
New
|
|
|
243
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$324K
|
+$35.4K
|
+505
|
+11%
|
|
|
244
|
Joel Isaacson & Co
New York
|
$312K
|
+$348K
|
+4,957
|
New
|
|
|
245
|
Shufro Rose & Co
New York
|
$302K
|
–
|
–
|
–
|
|
|
246
|
Estate Counselors
Thiensville,
Wisconsin
|
$295K
|
+$445K
|
+6,340
|
New
|
|
|
247
|
Ashfield Capital Partners
San Francisco,
California
|
$294K
|
–
|
–
|
–
|
|
|
248
|
Pinnacle Associates
New York
|
$292K
|
-$69.7K
|
-993
|
-18%
|
|
|
249
|
Valeo Financial Advisors
Carmel,
Indiana
|
$290K
|
–
|
–
|
–
|
|
|
250
|
Kestra Advisory Services
Austin,
Texas
|
$288K
|
-$17.3K
|
-246
|
-5%
|
|
