|
251
|
Corient Private Wealth
Miami,
Florida
|
$441K
|
+$77.4K
|
+2,702
|
+20%
|
|
|
252
|
Alteri Wealth
Westlake Village,
California
|
$435K
|
+$455K
|
+15,886
|
New
|
|
|
253
|
Fiduciary Trust
Boston,
Massachusetts
|
$434K
|
+$30.1K
|
+1,051
|
+7%
|
|
|
254
|
Chemung Canal Trust
Elmira,
New York
|
$430K
|
–
|
–
|
–
|
|
|
255
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$427K
|
-$33.7K
|
-1,175
|
-7%
|
|
|
256
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$422K
|
-$1K
|
-35
|
-0.2%
|
|
|
257
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$421K
|
+$11.9K
|
+414
|
+3%
|
|
|
258
|
Pacific Center for Financial Services
San Ramon,
California
|
$415K
|
+$1K
|
+35
|
+0.2%
|
|
|
259
|
Private Portfolio Partners
Paramus,
New Jersey
|
$402K
|
–
|
–
|
–
|
|
|
260
|
Cahill Financial Advisors
Edina,
Minnesota
|
$400K
|
+$418K
|
+14,592
|
New
|
|
|
261
|
Michels Family Financial
Fort Worth,
Texas
|
$399K
|
+$418K
|
+14,585
|
New
|
|
|
262
|
Fiduciary Group
Savannah,
Georgia
|
$396K
|
-$57.4K
|
-2,005
|
-12%
|
|
|
263
|
|
$390K
|
+$408K
|
+14,233
|
New
|
|
|
264
|
Noble Family Wealth
Clearwater,
Florida
|
$389K
|
–
|
–
|
–
|
|
|
265
|
Cadence Bank
Tupelo,
Mississippi
|
$389K
|
-$14.6K
|
-511
|
-3%
|
|
|
266
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$389K
|
+$26.9K
|
+939
|
+7%
|
|
|
267
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$386K
|
+$30.9K
|
+1,078
|
+8%
|
|
|
268
|
Harbour Investments
Madison,
Wisconsin
|
$382K
|
-$13K
|
-453
|
-3%
|
|
|
269
|
PFG Investments
Woodbury,
New York
|
$380K
|
+$87.3K
|
+3,049
|
+28%
|
|
|
270
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$376K
|
–
|
–
|
–
|
|
|
271
|
Aspiriant LLC
Los Angeles,
California
|
$374K
|
–
|
–
|
–
|
|
|
272
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$370K
|
–
|
–
|
–
|
|
|
273
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$368K
|
+$59.1K
|
+2,064
|
+18%
|
|
|
274
|
Security National Bank
Omaha,
Nebraska
|
$368K
|
–
|
–
|
–
|
|
|
275
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$366K
|
-$31.9K
|
-1,115
|
-8%
|
|
