|
576
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$230K
|
–
|
–
|
–
|
|
|
577
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$230K
|
+$218K
|
+4,530
|
New
|
|
|
578
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$230K
|
+$218K
|
+4,528
|
New
|
|
|
579
|
Capital Performance Advisors
Walnut Creek,
California
|
$229K
|
+$867
|
+18
|
+0.4%
|
|
|
580
|
Vontobel Holding
Zurich,
Switzerland
|
$228K
|
-$1.42M
|
-29,500
|
-87%
|
|
|
581
|
Sandy Spring Bank
Olney,
Maryland
|
$228K
|
–
|
–
|
–
|
|
|
582
|
Advisory Research
Chicago,
Illinois
|
$226K
|
–
|
–
|
–
|
|
|
583
|
Personal CFO Solutions
Chester,
New Jersey
|
$226K
|
-$15.2K
|
-316
|
-7%
|
|
|
584
|
ICA Group Wealth Management
Denver,
Colorado
|
$223K
|
+$74K
|
+1,536
|
+54%
|
|
|
585
|
Independent Wealth Network
Urbandale,
Iowa
|
$222K
|
-$8.96K
|
-186
|
-4%
|
|
|
586
|
Valeo Financial Advisors
Carmel,
Indiana
|
$221K
|
+$482
|
+10
|
+0.2%
|
|
|
587
|
Coastwise Capital Group
La Jolla,
California
|
$221K
|
+$385
|
+8
|
+0.2%
|
|
|
588
|
Samalin Investment Counsel
Chappaqua,
New York
|
$221K
|
+$867
|
+18
|
+0.4%
|
|
|
589
|
Secure Asset Management
Troy,
Michigan
|
$220K
|
-$164K
|
-3,404
|
-44%
|
|
|
590
|
CFM Wealth Partners
Austin,
Texas
|
$218K
|
–
|
–
|
–
|
|
|
591
|
Novak & Powell Financial Services
St. Petersburg,
Florida
|
$218K
|
+$96
|
+2
|
+0%
|
|
|
592
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$213K
|
-$86.2K
|
-1,790
|
-30%
|
|
|
593
|
Sand Hill Global Advisors
Palo Alto,
California
|
$211K
|
+$201K
|
+4,164
|
New
|
|
|
594
|
Founders Financial Securities
Towson,
Maryland
|
$210K
|
-$117K
|
-2,438
|
-37%
|
|
|
595
|
Citizens Financial Group
Providence,
Rhode Island
|
$209K
|
+$199K
|
+4,128
|
New
|
|
|
596
|
NBT Bank
Norwich,
New York
|
$207K
|
–
|
–
|
–
|
|
|
597
|
Smith Anglin Financial
Dallas,
Texas
|
$206K
|
-$9.93K
|
-206
|
-5%
|
|
|
598
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$206K
|
-$9.64K
|
-200
|
-5%
|
|
|
599
|
Segment Wealth Management
Houston,
Texas
|
$203K
|
+$193K
|
+4,002
|
New
|
|
|
600
|
Howard Wealth Management
Madison,
Connecticut
|
$202K
|
+$192K
|
+3,990
|
New
|
|
