|
251
|
Atria Investments
Charlotte,
North Carolina
|
$450K
|
+$451K
|
+24,890
|
New
|
|
|
252
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$446K
|
–
|
–
|
–
|
|
|
253
|
NewEdge Advisors
New Orleans,
Louisiana
|
$446K
|
-$571K
|
-31,456
|
-56%
|
|
|
254
|
Community Bank
Dewitt,
New York
|
$445K
|
–
|
–
|
–
|
|
|
255
|
Tocqueville Asset Management
New York
|
$439K
|
–
|
–
|
–
|
|
|
256
|
Raymond James Trust
St. Petersburg,
Florida
|
$433K
|
+$46.5K
|
+2,566
|
+12%
|
|
|
257
|
Semper Augustus Investments Group
Highlands Ranch,
Colorado
|
$431K
|
+$433K
|
+23,869
|
New
|
|
|
258
|
Silver Oak Securities
Jackson,
Tennessee
|
$430K
|
+$67.5K
|
+3,723
|
+19%
|
|
|
259
|
Mercer Global Advisors
Denver,
Colorado
|
$427K
|
-$91.5K
|
-5,044
|
-18%
|
|
|
260
|
Apricus Wealth
Beaufort,
South Carolina
|
$415K
|
–
|
–
|
–
|
|
|
261
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$411K
|
-$456K
|
-25,119
|
-53%
|
|
|
262
|
BSW Wealth Partners
Boulder,
Colorado
|
$409K
|
–
|
–
|
–
|
|
|
263
|
Corient Private Wealth
Miami,
Florida
|
$403K
|
–
|
–
|
–
|
|
|
264
|
Millennium Management
New York
|
$401K
|
+$403K
|
+22,200
|
New
|
|
|
265
|
Peak Financial Management
Wellesley,
Massachusetts
|
$397K
|
–
|
–
|
–
|
|
|
266
|
Cobblestone Capital Advisors
Rochester,
New York
|
$396K
|
-$30.5K
|
-1,684
|
-7%
|
|
|
267
|
Apexium Financial
Dallas,
Texas
|
$388K
|
–
|
–
|
–
|
|
|
268
|
Rice Partnership
Honolulu,
Hawaii
|
$388K
|
+$390K
|
+21,498
|
New
|
|
|
269
|
Cozad Asset Management
Champaign,
Illinois
|
$388K
|
+$48.3K
|
+2,663
|
+14%
|
|
|
270
|
Welch & Forbes
Boston,
Massachusetts
|
$381K
|
+$64.4K
|
+3,550
|
+21%
|
|
|
271
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$379K
|
–
|
–
|
–
|
|
|
272
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$369K
|
+$370K
|
+20,405
|
New
|
|
|
273
|
Nadler Financial Group
Deerfield,
Illinois
|
$364K
|
+$49.7K
|
+2,740
|
+16%
|
|
|
274
|
|
$364K
|
+$90.7K
|
+5,000
|
+33%
|
|
|
275
|
Impact Partnership Wealth
Marietta,
Georgia
|
$363K
|
+$365K
|
+20,120
|
New
|
|
