|
351
|
Corient Private Wealth
Miami,
Florida
|
$216K
|
-$216K
|
-8,600
|
Closed
|
|
|
352
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$214K
|
–
|
–
|
–
|
|
|
353
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$213K
|
+$212K
|
+8,457
|
New
|
|
|
354
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$212K
|
-$90.8K
|
-3,618
|
-30%
|
|
|
355
|
Physician Wealth Advisors
Midvale,
Utah
|
$212K
|
+$66.2K
|
+2,637
|
+45%
|
|
|
356
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$209K
|
-$371K
|
-14,761
|
-64%
|
|
|
357
|
Addison Advisors
Middlebury,
Vermont
|
$208K
|
-$20.3K
|
-810
|
-9%
|
|
|
358
|
Penobscot Investment Management
Boston,
Massachusetts
|
$207K
|
-$25.1K
|
-1,000
|
-11%
|
|
|
359
|
Private Trust Company
Cleveland,
Ohio
|
$206K
|
+$3.34K
|
+133
|
+2%
|
|
|
360
|
Alesco Advisors
Pittsford,
New York
|
$201K
|
–
|
–
|
–
|
|
|
361
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$201K
|
-$6.8K
|
-271
|
-3%
|
|
|
362
|
Asset Dedication LLC
San Francisco,
California
|
$191K
|
-$383K
|
-15,233
|
-67%
|
|
|
363
|
BNP Paribas Financial Markets
Paris,
France
|
$179K
|
-$1.33M
|
-52,800
|
-88%
|
|
|
364
|
Spectrum Wealth Counsel
Indianapolis,
Indiana
|
$171K
|
-$421K
|
-16,777
|
-71%
|
|
|
365
|
Cloud Capital Management
Seattle,
Washington
|
$166K
|
+$167K
|
+6,639
|
New
|
|
|
366
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$163K
|
+$20.7K
|
+826
|
+15%
|
|
|
367
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$156K
|
–
|
–
|
–
|
|
|
368
|
Bogart Wealth LLC
Mclean,
Virginia
|
$155K
|
+$25
|
+1
|
+0%
|
|
|
369
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$151K
|
–
|
–
|
–
|
|
|
370
|
Maryland Capital Advisors
Chester,
Maryland
|
$151K
|
+$50K
|
+1,992
|
+50%
|
|
|
371
|
Front Row Advisors
Tiburon,
California
|
$147K
|
–
|
–
|
–
|
|
|
372
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$132K
|
+$132K
|
+5,268
|
New
|
|
|
373
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$128K
|
–
|
–
|
–
|
|
|
374
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$126K
|
–
|
–
|
–
|
|
|
375
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$113K
|
-$93.9K
|
-3,740
|
-45%
|
|
