|
126
|
First Western Trust Bank
Denver,
Colorado
|
$470K
|
–
|
–
|
–
|
|
|
127
|
Family Wealth Partners
Matthews,
North Carolina
|
$453K
|
–
|
–
|
–
|
|
|
128
|
Cardiff Park Advisors
Carlsbad,
California
|
$443K
|
–
|
–
|
–
|
|
|
129
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$442K
|
+$235K
|
+1,416
|
+104%
|
|
|
130
|
Mullaney, Keating & Wright
Middletown,
Connecticut
|
$432K
|
+$134K
|
+810
|
+43%
|
|
|
131
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$426K
|
–
|
–
|
–
|
|
|
132
|
Meridian Wealth Management
Lexington,
Kentucky
|
$415K
|
+$431K
|
+2,600
|
New
|
|
|
133
|
Equitable Holdings
New York
|
$403K
|
+$424K
|
+2,553
|
New
|
|
|
134
|
Garrison Point Advisors
Walnut Creek,
California
|
$399K
|
-$14.9K
|
-90
|
-3%
|
|
|
135
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$387K
|
–
|
–
|
–
|
|
|
136
|
Crusonia Wealth Advisors
Denver,
Colorado
|
$383K
|
+$166
|
+1
|
+0%
|
|
|
137
|
TIAA-CREF Individual & Institutional Services
New York
|
$375K
|
+$389K
|
+2,347
|
New
|
|
|
138
|
Boston Family Office
Boston,
Massachusetts
|
$372K
|
–
|
–
|
–
|
|
|
139
|
|
$366K
|
+$380K
|
+2,291
|
New
|
|
|
140
|
KFA Private Wealth Group
Tysons,
Virginia
|
$365K
|
–
|
–
|
–
|
|
|
141
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$360K
|
+$10.6K
|
+64
|
+3%
|
|
|
142
|
Farther Finance Advisors
San Francisco,
California
|
$354K
|
-$8.13K
|
-49
|
-2%
|
|
|
143
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$352K
|
-$54.1K
|
-326
|
-13%
|
|
|
144
|
Spire Wealth Management
Mclean,
Virginia
|
$337K
|
–
|
–
|
–
|
|
|
145
|
Bank of New York Mellon
New York
|
$334K
|
-$48.1K
|
-290
|
-12%
|
|
|
146
|
World Investment Advisors
Santa Barbara,
California
|
$331K
|
+$4.15K
|
+25
|
+1%
|
|
|
147
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$331K
|
-$53.1K
|
-320
|
-13%
|
|
|
148
|
Clune & Associates
Chicago,
Illinois
|
$327K
|
+$15.6K
|
+94
|
+5%
|
|
|
149
|
Silvercrest Asset Management
New York
|
$327K
|
-$20.7K
|
-125
|
-6%
|
|
|
150
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$327K
|
–
|
–
|
–
|
|
