|
301
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$331K
|
–
|
–
|
–
|
|
|
302
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$330K
|
-$5.67K
|
-90
|
-2%
|
|
|
303
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$328K
|
–
|
–
|
–
|
|
|
304
|
Regent Investment Management
Louisville,
Kentucky
|
$326K
|
–
|
–
|
–
|
|
|
305
|
R.M. Davis Inc
Portland,
Maine
|
$325K
|
–
|
–
|
–
|
|
|
306
|
Sterneck Capital Management
Kansas City,
Missouri
|
$321K
|
-$31.1K
|
-494
|
-9%
|
|
|
307
|
Summit X LLC
Chesterfield,
Missouri
|
$319K
|
-$110K
|
-1,740
|
-26%
|
|
|
308
|
Financial Life Advisors
San Antonio,
Texas
|
$318K
|
-$27.4K
|
-436
|
-8%
|
|
|
309
|
Wellington Management Group
Boston,
Massachusetts
|
$317K
|
+$315K
|
+5,000
|
New
|
|
|
310
|
William Blair Investment Management
Chicago,
Illinois
|
$314K
|
+$125K
|
+1,980
|
+66%
|
|
|
311
|
Perigon Wealth Management
San Francisco,
California
|
$308K
|
–
|
–
|
–
|
|
|
312
|
WhitTier Trust Company
Reno,
Nevada
|
$308K
|
–
|
–
|
–
|
|
|
313
|
Arete Wealth Advisors
Chicago,
Illinois
|
$307K
|
+$24.5K
|
+390
|
+9%
|
|
|
314
|
Bremer Trust National Association
St. Cloud,
Minnesota
|
$305K
|
–
|
–
|
–
|
|
|
315
|
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
$305K
|
–
|
–
|
–
|
|
|
316
|
SeaCrest Wealth Management
Purchase,
New York
|
$300K
|
–
|
–
|
–
|
|
|
317
|
SouthState Corp
Winter Haven,
Florida
|
$300K
|
–
|
–
|
–
|
|
|
318
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$296K
|
–
|
–
|
–
|
|
|
319
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$289K
|
–
|
–
|
–
|
|
|
320
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$287K
|
–
|
–
|
–
|
|
|
321
|
Parallel Advisors
San Francisco,
California
|
$285K
|
-$2.64K
|
-42
|
-0.9%
|
|
|
322
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$285K
|
–
|
–
|
–
|
|
|
323
|
Brown Brothers Harriman & Co
New York
|
$284K
|
–
|
–
|
–
|
|
|
324
|
White Pine Capital
Bloomington,
Minnesota
|
$281K
|
+$51.7K
|
+822
|
+23%
|
|
|
325
|
Balentine LLC
Atlanta,
Georgia
|
$274K
|
+$273K
|
+4,330
|
New
|
|
