|
226
|
Modera Wealth Management
Westwood,
New Jersey
|
$266K
|
–
|
–
|
–
|
|
|
227
|
Bank of New York Mellon
New York
|
$263K
|
+$250K
|
+3,763
|
New
|
|
|
228
|
Vise Technologies
New York
|
$260K
|
+$247K
|
+3,716
|
New
|
|
|
229
|
KCM Investment Advisors
Greenbrae,
California
|
$259K
|
–
|
–
|
–
|
|
|
230
|
Osborne Partners Capital Management
San Francisco,
California
|
$254K
|
–
|
–
|
–
|
|
|
231
|
KKM Financial
Chicago,
Illinois
|
$252K
|
–
|
–
|
–
|
|
|
232
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$252K
|
–
|
–
|
–
|
|
|
233
|
Equitable Holdings
New York
|
$248K
|
+$236K
|
+3,554
|
New
|
|
|
234
|
Beaton Management Company
Haverhill,
Massachusetts
|
$247K
|
–
|
–
|
–
|
|
|
235
|
Pinnacle Wealth Management Group
Plymouth,
Michigan
|
$246K
|
–
|
–
|
–
|
|
|
236
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$245K
|
-$28.9K
|
-436
|
-11%
|
|
|
237
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$245K
|
–
|
–
|
–
|
|
|
238
|
Klingenstein Fields & Co
New York
|
$245K
|
–
|
–
|
–
|
|
|
239
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$245K
|
–
|
–
|
–
|
|
|
240
|
Kirtland Hills Capital Management
Bratenahl,
Ohio
|
$243K
|
–
|
–
|
–
|
|
|
241
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$243K
|
-$4.25K
|
-64
|
-2%
|
|
|
242
|
&Partners
Nashville,
Tennessee
|
$240K
|
+$229K
|
+3,456
|
New
|
|
|
243
|
Astoria Portfolio Advisors
New York
|
$238K
|
+$223K
|
+3,360
|
New
|
|
|
244
|
KeyBank National Association
Cleveland,
Ohio
|
$237K
|
–
|
–
|
–
|
|
|
245
|
Millstone Evans Group
Boulder,
Colorado
|
$231K
|
–
|
–
|
–
|
|
|
246
|
RWA Wealth Partners
Newton,
Massachusetts
|
$227K
|
-$66.9K
|
-1,008
|
-24%
|
|
|
247
|
O'Brien Greene & Co
Media,
Pennsylvania
|
$224K
|
–
|
–
|
–
|
|
|
248
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$223K
|
+$127K
|
+1,910
|
+150%
|
|
|
249
|
Montis Financial
Waltham,
Massachusetts
|
$216K
|
-$19.7K
|
-297
|
-9%
|
|
|
250
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$215K
|
+$204K
|
+3,080
|
New
|
|
