|
226
|
Corient Private Wealth
Miami,
Florida
|
$533K
|
+$198K
|
+5,056
|
+63%
|
|
|
227
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$524K
|
-$27.6K
|
-704
|
-5%
|
|
|
228
|
Bank of Marin
Novato,
California
|
$522K
|
–
|
–
|
–
|
|
|
229
|
Perigon Wealth Management
San Francisco,
California
|
$516K
|
+$69.1K
|
+1,763
|
+16%
|
|
|
230
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$496K
|
-$28K
|
-715
|
-6%
|
|
|
231
|
Adero Partners
Pleasanton,
California
|
$491K
|
–
|
–
|
–
|
|
|
232
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$489K
|
–
|
–
|
–
|
|
|
233
|
Weil Company
San Diego,
California
|
$489K
|
–
|
–
|
–
|
|
|
234
|
Auour Investments
Woburn,
Massachusetts
|
$488K
|
-$1.45K
|
-37
|
-0.3%
|
|
|
235
|
Financial Network Wealth Advisors
Murray,
Utah
|
$482K
|
+$462K
|
+11,792
|
New
|
|
|
236
|
Washington Trust
Westerly,
Rhode Island
|
$472K
|
-$22.7K
|
-580
|
-5%
|
|
|
237
|
Valmark Advisers
Akron,
Ohio
|
$464K
|
-$2.51K
|
-64
|
-0.6%
|
|
|
238
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$457K
|
-$980
|
-25
|
-0.2%
|
|
|
239
|
Pathstone Holdings
Englewood,
New Jersey
|
$440K
|
+$421K
|
+10,750
|
New
|
|
|
240
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$429K
|
-$31.9K
|
-814
|
-7%
|
|
|
241
|
|
$425K
|
-$3.69K
|
-94
|
-0.9%
|
|
|
242
|
Pecaut & Co
Sioux City,
Iowa
|
$424K
|
–
|
–
|
–
|
|
|
243
|
Principal Securities
Des Moines,
Iowa
|
$418K
|
+$401K
|
+10,223
|
New
|
|
|
244
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$408K
|
+$60.9K
|
+1,553
|
+18%
|
|
|
245
|
Strategic Blueprint
Atlanta,
Georgia
|
$406K
|
+$389K
|
+9,931
|
New
|
|
|
246
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$404K
|
+$97.4K
|
+2,484
|
+34%
|
|
|
247
|
PDS Planning
Dublin,
Ohio
|
$400K
|
+$203K
|
+5,168
|
+112%
|
|
|
248
|
MYeCFO
La Jolla,
California
|
$396K
|
+$91.7K
|
+2,340
|
+32%
|
|
|
249
|
Axxcess Wealth Management
Carlsbad,
California
|
$390K
|
+$374K
|
+9,536
|
New
|
|
|
250
|
Segment Wealth Management
Houston,
Texas
|
$389K
|
–
|
–
|
–
|
|
