|
126
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$561K
|
+$7.68K
|
+63
|
+1%
|
|
|
127
|
Glenview Trust
Louisville,
Kentucky
|
$556K
|
–
|
–
|
–
|
|
|
128
|
Bank of New York Mellon
New York
|
$534K
|
+$326K
|
+2,675
|
+149%
|
|
|
129
|
Mercer Global Advisors
Denver,
Colorado
|
$534K
|
-$271K
|
-2,226
|
-33%
|
|
|
130
|
Laidlaw Wealth Management
New York City,
New York
|
$533K
|
+$1.1K
|
+9
|
+0.2%
|
|
|
131
|
William Blair & Company
Chicago,
Illinois
|
$514K
|
+$57.4K
|
+471
|
+12%
|
|
|
132
|
Kesler Norman & Wride
Ogden,
Utah
|
$513K
|
-$35K
|
-287
|
-6%
|
|
|
133
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$508K
|
-$3.29K
|
-27
|
-0.6%
|
|
|
134
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$476K
|
–
|
–
|
–
|
|
|
135
|
Ignite Planners
San Clemente,
California
|
$469K
|
+$731
|
+6
|
+0.2%
|
|
|
136
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$469K
|
–
|
–
|
–
|
|
|
137
|
Atria Wealth Solutions
New York
|
$458K
|
+$44.2K
|
+363
|
+10%
|
|
|
138
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$453K
|
-$14.1K
|
-116
|
-3%
|
|
|
139
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$443K
|
-$12.8K
|
-105
|
-3%
|
|
|
140
|
NewEdge Advisors
New Orleans,
Louisiana
|
$437K
|
-$975
|
-8
|
-0.2%
|
|
|
141
|
Noble Family Wealth
Clearwater,
Florida
|
$430K
|
–
|
–
|
–
|
|
|
142
|
Northern Trust
Chicago,
Illinois
|
$428K
|
+$10.5K
|
+86
|
+2%
|
|
|
143
|
Citadel Advisors
Miami,
Florida
|
$425K
|
+$21.1K
|
+173
|
+5%
|
|
|
144
|
Raymond James Trust
St. Petersburg,
Florida
|
$424K
|
–
|
–
|
–
|
|
|
145
|
Three Seasons Wealth
Salt Lake City,
Utah
|
$421K
|
-$3.66M
|
-30,067
|
-90%
|
|
|
146
|
TPG Advisors
Northfield,
Illinois
|
$418K
|
+$426K
|
+3,498
|
New
|
|
|
147
|
Better Money Decisions
Santa Fe,
New Mexico
|
$416K
|
+$853
|
+7
|
+0.2%
|
|
|
148
|
Wealth Management Partners
Tucson,
Arizona
|
$408K
|
-$15K
|
-123
|
-3%
|
|
|
149
|
Optivise Advisory Services
Franklin,
Tennessee
|
$383K
|
+$391K
|
+3,210
|
New
|
|
|
150
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$382K
|
+$390K
|
+3,200
|
New
|
|
