|
326
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$228K
|
+$264K
|
+9,420
|
New
|
|
|
327
|
Bramshill Investments
Naples,
Florida
|
$227K
|
+$261K
|
+9,338
|
New
|
|
|
328
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$227K
|
+$261K
|
+9,340
|
New
|
|
|
329
|
Independent Financial Group
San Diego,
California
|
$222K
|
+$256K
|
+9,142
|
New
|
|
|
330
|
HeadInvest LLC
Portland,
Maine
|
$221K
|
+$255K
|
+9,115
|
New
|
|
|
331
|
Private Wealth Strategies
New Albany,
Ohio
|
$220K
|
+$112
|
+4
|
+0%
|
|
|
332
|
tru Independence
Portland,
Oregon
|
$219K
|
–
|
–
|
–
|
|
|
333
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$218K
|
+$17.6K
|
+630
|
+8%
|
|
|
334
|
McDonald Partners
Cleveland,
Ohio
|
$218K
|
+$21.3K
|
+760
|
+9%
|
|
|
335
|
Perigon Wealth Management
San Francisco,
California
|
$218K
|
+$120K
|
+4,295
|
+92%
|
|
|
336
|
Curtis Advisory Group
Santa Barbara,
California
|
$217K
|
–
|
–
|
–
|
|
|
337
|
Winfield Associates
Cleveland,
Ohio
|
$217K
|
+$250K
|
+8,920
|
New
|
|
|
338
|
Paradigm Financial Advisors
Des Peres,
Missouri
|
$213K
|
+$246K
|
+8,779
|
New
|
|
|
339
|
Altium Wealth Management
Purchase,
New York
|
$210K
|
+$242K
|
+8,642
|
New
|
|
|
340
|
Veracity Capital
Atlanta,
Georgia
|
$210K
|
+$242K
|
+8,656
|
New
|
|
|
341
|
Vivaldi Capital Management
Chicago,
Illinois
|
$206K
|
+$267K
|
+9,537
|
New
|
|
|
342
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$204K
|
+$28.4K
|
+1,015
|
+14%
|
|
|
343
|
Icon Wealth Partners
Houston,
Texas
|
$203K
|
+$234K
|
+8,371
|
New
|
|
|
344
|
Gateway Advisory
Westfield,
New Jersey
|
$203K
|
+$234K
|
+8,373
|
New
|
|
|
345
|
Palisade Capital Management
Fort Lee,
New Jersey
|
$202K
|
+$232K
|
+8,300
|
New
|
|
|
346
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$201K
|
+$239K
|
+8,555
|
New
|
|
|
347
|
Candriam SCA
Strassen, Luxembourg,
Luxembourg
|
$200K
|
–
|
–
|
–
|
|
|
348
|
Fidelity Investments
Boston,
Massachusetts
|
$196K
|
+$14.4K
|
+514
|
+7%
|
|
|
349
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$193K
|
+$37.6K
|
+1,345
|
+20%
|
|
|
350
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$191K
|
+$11.7K
|
+418
|
+6%
|
|
