|
276
|
WMS Partners
Towson,
Maryland
|
$2.7M
|
+$82.2K
|
+1,868
|
+3%
|
|
|
277
|
The Family Firm
Bethesda,
Maryland
|
$2.69M
|
-$2.99K
|
-68
|
-0.1%
|
|
|
278
|
|
$2.69M
|
+$58.4K
|
+1,328
|
+2%
|
|
|
279
|
Total Wealth Planning
Cincinnati,
Ohio
|
$2.69M
|
-$156K
|
-3,556
|
-6%
|
|
|
280
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$2.67M
|
+$192K
|
+4,372
|
+8%
|
|
|
281
|
Global Retirement Partners
San Rafael,
California
|
$2.64M
|
-$152K
|
-3,460
|
-6%
|
|
|
282
|
Belpointe Asset Management
Reno,
Nevada
|
$2.64M
|
+$2.59M
|
+58,980
|
New
|
|
|
283
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$2.63M
|
-$23.4K
|
-532
|
-0.9%
|
|
|
284
|
IHT Wealth Management
Chicago,
Illinois
|
$2.63M
|
+$242K
|
+5,496
|
+10%
|
|
|
285
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$2.62M
|
-$275K
|
-6,256
|
-10%
|
|
|
286
|
CIBC Bank USA
Chicago,
Illinois
|
$2.61M
|
-$195K
|
-4,428
|
-7%
|
|
|
287
|
Darrell & King
Charlottesville,
Virginia
|
$2.52M
|
-$528
|
-12
|
-0%
|
|
|
288
|
Delta Investment Management
San Francisco,
California
|
$2.52M
|
+$2.22M
|
+50,504
|
+878%
|
|
|
289
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$2.52M
|
-$1.04M
|
-23,760
|
-30%
|
|
|
290
|
United Bank (Georgia)
Zebulon,
Georgia
|
$2.51M
|
-$138K
|
-3,148
|
-5%
|
|
|
291
|
Ascent Wealth Partners
New Hartford,
New York
|
$2.5M
|
+$2.64K
|
+60
|
+0.1%
|
|
|
292
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$2.46M
|
-$106K
|
-2,408
|
-4%
|
|
|
293
|
IberiaBank
Lafayette,
Louisiana
|
$2.46M
|
+$750K
|
+17,044
|
+45%
|
|
|
294
|
SVB Wealth
Boston,
Massachusetts
|
$2.44M
|
+$2.39M
|
+54,412
|
New
|
|
|
295
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$2.42M
|
-$50.8K
|
-1,156
|
-2%
|
|
|
296
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$2.42M
|
-$38.5K
|
-876
|
-2%
|
|
|
297
|
South Texas Money Management
San Antonio,
Texas
|
$2.38M
|
-$47.5K
|
-1,080
|
-2%
|
|
|
298
|
Arcus Capital Partners
Atlanta,
Georgia
|
$2.35M
|
+$9.5K
|
+216
|
+0.4%
|
|
|
299
|
Bristlecone Advisors
Bellevue,
Washington
|
$2.34M
|
+$23.4K
|
+532
|
+1%
|
|
|
300
|
Millennium Management
New York
|
$2.31M
|
+$2.27M
|
+51,588
|
New
|
|
