|
226
|
Waverly Advisors
Birmingham,
Alabama
|
$298K
|
+$306K
|
+31,281
|
New
|
|
|
227
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$296K
|
+$39K
|
+3,984
|
+15%
|
|
|
228
|
Ingalls & Snyder LLC
New York
|
$293K
|
-$9.79K
|
-1,000
|
-3%
|
|
|
229
|
LGT Group Foundation
Vaduz,
Liechtenstein
|
$293K
|
+$301K
|
+30,711
|
New
|
|
|
230
|
Forum Financial Management
Lombard,
Illinois
|
$293K
|
+$103K
|
+10,530
|
+52%
|
|
|
231
|
Caldwell Trust
Venice,
Florida
|
$286K
|
–
|
–
|
–
|
|
|
232
|
Argent Trust Co
Nashville,
Tennessee
|
$285K
|
+$145K
|
+14,809
|
+98%
|
|
|
233
|
Defined Wealth Management
Beaverton,
Oregon
|
$280K
|
+$998
|
+102
|
+0.3%
|
|
|
234
|
Lafayette Investments
Ashton,
Maryland
|
$278K
|
–
|
–
|
–
|
|
|
235
|
Seed Wealth Management
Evanston,
Illinois
|
$274K
|
–
|
–
|
–
|
|
|
236
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$274K
|
-$5.38K
|
-550
|
-2%
|
|
|
237
|
Equitable Holdings
New York
|
$272K
|
-$3.9K
|
-398
|
-1%
|
|
|
238
|
TD Private Client Wealth
New York
|
$272K
|
+$24.5K
|
+2,501
|
+10%
|
|
|
239
|
Choate Investment Advisors
Boston,
Massachusetts
|
$271K
|
+$21.4K
|
+2,182
|
+8%
|
|
|
240
|
IEQ Capital
Foster City,
California
|
$270K
|
+$39.9K
|
+4,079
|
+17%
|
|
|
241
|
Allspring Global Investments
Charlotte,
North Carolina
|
$269K
|
+$28.5K
|
+2,914
|
+11%
|
|
|
242
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$268K
|
+$140K
|
+14,349
|
+104%
|
|
|
243
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$261K
|
+$118K
|
+12,044
|
+79%
|
|
|
244
|
Quotient Wealth Partners
Dallas,
Texas
|
$260K
|
-$64K
|
-6,541
|
-19%
|
|
|
245
|
Ballentine Partners
Waltham,
Massachusetts
|
$257K
|
+$40.4K
|
+4,130
|
+18%
|
|
|
246
|
Savant Capital
Rockford,
Illinois
|
$252K
|
+$129K
|
+13,142
|
+99%
|
|
|
247
|
D.A. Davidson & Co
Great Falls,
Montana
|
$249K
|
-$7K
|
-715
|
-3%
|
|
|
248
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$247K
|
+$12.1K
|
+1,233
|
+5%
|
|
|
249
|
Advisory Services Network
Atlanta,
Georgia
|
$246K
|
+$154K
|
+15,769
|
+157%
|
|
|
250
|
Catalina Capital Group
Torrance,
California
|
$245K
|
+$251K
|
+25,685
|
New
|
|
