|
276
|
9258 Wealth Management
Blue Ash,
Ohio
|
$751K
|
–
|
–
|
–
|
|
|
277
|
Savant Capital
Rockford,
Illinois
|
$746K
|
–
|
–
|
–
|
|
|
278
|
NWAM LLC
Mercer Island,
Washington
|
$742K
|
-$53.8K
|
-564
|
-7%
|
|
|
279
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$715K
|
+$195K
|
+2,044
|
+41%
|
|
|
280
|
|
$709K
|
+$379K
|
+3,968
|
+133%
|
|
|
281
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$702K
|
–
|
–
|
–
|
|
|
282
|
Swaine & Leidel Wealth Services
Sebring,
Florida
|
$700K
|
+$656K
|
+6,872
|
New
|
|
|
283
|
Cerity Partners OCIO
New York
|
$686K
|
-$4.87K
|
-51
|
-0.8%
|
|
|
284
|
Meridian Wealth Management
Lexington,
Kentucky
|
$685K
|
-$93.6K
|
-980
|
-13%
|
|
|
285
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$683K
|
+$112K
|
+1,169
|
+21%
|
|
|
286
|
Meridian Investment Counsel
Lafayette,
California
|
$678K
|
–
|
–
|
–
|
|
|
287
|
Total Wealth Planning
Cincinnati,
Ohio
|
$674K
|
-$17.6K
|
-184
|
-3%
|
|
|
288
|
FundX Investment Group
San Francisco,
California
|
$672K
|
+$630K
|
+6,596
|
New
|
|
|
289
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$671K
|
-$1.15K
|
-12
|
-0.2%
|
|
|
290
|
Collective Family Office
York,
Pennsylvania
|
$657K
|
–
|
–
|
–
|
|
|
291
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$653K
|
+$612K
|
+6,410
|
New
|
|
|
292
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$651K
|
–
|
–
|
–
|
|
|
293
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$646K
|
–
|
–
|
–
|
|
|
294
|
Prospera Financial Services
Dallas,
Texas
|
$643K
|
-$118K
|
-1,240
|
-16%
|
|
|
295
|
Montecito Bank & Trust
Santa Barbara,
California
|
$640K
|
–
|
–
|
–
|
|
|
296
|
Millennium Management
New York
|
$617K
|
+$578K
|
+6,057
|
New
|
|
|
297
|
Rikoon Group
Santa Fe,
New Mexico
|
$616K
|
–
|
–
|
–
|
|
|
298
|
Citizens Financial Group
Providence,
Rhode Island
|
$615K
|
–
|
–
|
–
|
|
|
299
|
Wealthspire Advisors (New York)
New York
|
$615K
|
+$382
|
+4
|
+0.1%
|
|
|
300
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$614K
|
+$19.2K
|
+201
|
+3%
|
|
