|
201
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$384K
|
–
|
–
|
–
|
|
|
202
|
Bank of New York Mellon
New York
|
$383K
|
+$50.8K
|
+866
|
+16%
|
|
|
203
|
Apexium Financial
Dallas,
Texas
|
$375K
|
–
|
–
|
–
|
|
|
204
|
Wealthspire Advisors (New York)
New York
|
$368K
|
+$355K
|
+6,045
|
New
|
|
|
205
|
Stonebrook Private
Northville,
Michigan
|
$365K
|
+$352K
|
+5,991
|
New
|
|
|
206
|
Harrell Investment Partners
Austin,
Texas
|
$353K
|
-$522K
|
-8,892
|
-61%
|
|
|
207
|
9258 Wealth Management
Blue Ash,
Ohio
|
$351K
|
+$2.7K
|
+46
|
+0.8%
|
|
|
208
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$348K
|
+$335K
|
+5,704
|
New
|
|
|
209
|
Osborne Partners Capital Management
San Francisco,
California
|
$345K
|
-$12.3K
|
-210
|
-4%
|
|
|
210
|
Williams Jones Wealth Management
New York
|
$342K
|
+$329K
|
+5,610
|
New
|
|
|
211
|
Moors & Cabot
Boston,
Massachusetts
|
$338K
|
+$1.82K
|
+31
|
+0.6%
|
|
|
212
|
Argent Trust Co
Nashville,
Tennessee
|
$336K
|
-$26.8K
|
-456
|
-8%
|
|
|
213
|
M&T Bank
Buffalo,
New York
|
$335K
|
–
|
–
|
–
|
|
|
214
|
Avantax Advisory Services
Dallas,
Texas
|
$333K
|
-$28.4K
|
-483
|
-8%
|
|
|
215
|
Mercer Global Advisors
Denver,
Colorado
|
$328K
|
-$26.9K
|
-459
|
-8%
|
|
|
216
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$326K
|
–
|
–
|
–
|
|
|
217
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$325K
|
–
|
–
|
–
|
|
|
218
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$323K
|
–
|
–
|
–
|
|
|
219
|
Private Trust Company
Cleveland,
Ohio
|
$323K
|
–
|
–
|
–
|
|
|
220
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$319K
|
-$2.58K
|
-44
|
-0.8%
|
|
|
221
|
Evanson Asset Management
Carmel,
California
|
$318K
|
–
|
–
|
–
|
|
|
222
|
Global Retirement Partners
San Rafael,
California
|
$309K
|
+$33.5K
|
+570
|
+13%
|
|
|
223
|
Sapient Capital
Indianapolis,
Indiana
|
$308K
|
-$4.17K
|
-71
|
-1%
|
|
|
224
|
Strategic Blueprint
Atlanta,
Georgia
|
$301K
|
+$290K
|
+4,936
|
New
|
|
|
225
|
Forum Financial Management
Lombard,
Illinois
|
$295K
|
+$2.94K
|
+50
|
+1%
|
|
