|
251
|
Welch & Forbes
Boston,
Massachusetts
|
$267K
|
–
|
–
|
–
|
|
|
252
|
Fort Point Capital Partners
San Francisco,
California
|
$263K
|
+$24.3K
|
+442
|
+10%
|
|
|
253
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$256K
|
-$55K
|
-1,000
|
-18%
|
|
|
254
|
Partnervest Advisory Services
Santa Barbara,
California
|
$250K
|
-$53.9K
|
-980
|
-18%
|
|
|
255
|
|
$237K
|
+$235K
|
+4,268
|
New
|
|
|
256
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$236K
|
–
|
–
|
–
|
|
|
257
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$230K
|
-$27.1M
|
-492,078
|
-99%
|
|
|
258
|
Cottage Street Advisors
Marion,
Massachusetts
|
$223K
|
–
|
–
|
–
|
|
|
259
|
Fifth Third Securities
Cincinnati,
Ohio
|
$214K
|
-$23.2K
|
-422
|
-10%
|
|
|
260
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$210K
|
-$70.1K
|
-1,274
|
-21%
|
|
|
261
|
New England Asset Management
Farmington,
Connecticut
|
$184K
|
-$337K
|
-6,120
|
-65%
|
|
|
262
|
Tarbox Family Office
Newport Beach,
California
|
$173K
|
+$171K
|
+3,110
|
New
|
|
|
263
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$162K
|
-$550
|
-10
|
-0.3%
|
|
|
264
|
Community Bank
Dewitt,
New York
|
$150K
|
–
|
–
|
–
|
|
|
265
|
Reilly Financial Advisors
La Mesa,
California
|
$142K
|
-$14.9K
|
-270
|
-10%
|
|
|
266
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$122K
|
+$121K
|
+2,192
|
New
|
|
|
267
|
Hefty Wealth Partners
Auburn,
Indiana
|
$117K
|
+$49.5K
|
+900
|
+74%
|
|
|
268
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$114K
|
+$113K
|
+2,050
|
New
|
|
|
269
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$113K
|
–
|
–
|
–
|
|
|
270
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$109K
|
+$21.1K
|
+384
|
+24%
|
|
|
271
|
Edmond de Rothschild (Suisse)
Geneva,
Switzerland
|
$100K
|
+$99.1K
|
+1,800
|
New
|
|
|
272
|
Kanaly Trust
Houston,
Texas
|
$86K
|
-$31.2K
|
-566
|
-27%
|
|
|
273
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$86K
|
–
|
–
|
–
|
|
|
274
|
Focused Wealth Management
Newburgh,
New York
|
$83K
|
+$220
|
+4
|
+0.3%
|
|
|
275
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$78K
|
–
|
–
|
–
|
|
