|
551
|
|
$235K
|
+$219K
|
+7,979
|
New
|
|
|
552
|
SVB Wealth
Boston,
Massachusetts
|
$234K
|
-$25K
|
-908
|
-10%
|
|
|
553
|
FNY Investment Advisers
New York
|
$233K
|
+$110K
|
+4,000
|
+100%
|
|
|
554
|
IEQ Capital
Foster City,
California
|
$233K
|
-$211K
|
-7,692
|
-49%
|
|
|
555
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$230K
|
–
|
–
|
–
|
|
|
556
|
First National Bank of South Miami
South Miami,
Florida
|
$228K
|
–
|
–
|
–
|
|
|
557
|
Ascent Group
Virginia Beach,
Virginia
|
$226K
|
-$39.8K
|
-1,448
|
-16%
|
|
|
558
|
Csenge Advisory Group
Clearwater,
Florida
|
$226K
|
+$212K
|
+7,722
|
New
|
|
|
559
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$225K
|
+$212K
|
+7,711
|
New
|
|
|
560
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$225K
|
+$205K
|
+7,470
|
New
|
|
|
561
|
Hyperion Partners
Berwyn,
Pennsylvania
|
$222K
|
+$209K
|
+7,603
|
New
|
|
|
562
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$221K
|
+$207K
|
+7,547
|
New
|
|
|
563
|
CreativeOne Wealth
Overland Park,
Kansas
|
$219K
|
+$206K
|
+7,484
|
New
|
|
|
564
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$219K
|
-$16.5K
|
-601
|
-7%
|
|
|
565
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$217K
|
+$204K
|
+7,431
|
New
|
|
|
566
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$216K
|
-$84.5K
|
-3,075
|
-29%
|
|
|
567
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$216K
|
+$203K
|
+7,397
|
New
|
|
|
568
|
Bessemer Group
Woodbridge,
New Jersey
|
$215K
|
-$39.7K
|
-1,443
|
-16%
|
|
|
569
|
Tompkins Financial
Ithaca,
New York
|
$214K
|
+$2.75K
|
+100
|
+1%
|
|
|
570
|
Court Place Advisors
Ellicott City,
Maryland
|
$212K
|
-$27.5K
|
-1,000
|
-12%
|
|
|
571
|
Smith, Moore & Co
Clayton,
Missouri
|
$212K
|
+$199K
|
+7,243
|
New
|
|
|
572
|
Redwood Wealth Management Group
Medford,
New Jersey
|
$211K
|
+$199K
|
+7,228
|
New
|
|
|
573
|
Patton Fund Management
Dallas,
Texas
|
$211K
|
+$198K
|
+7,217
|
New
|
|
|
574
|
Moody National Bank Trust Division
Galveston,
Texas
|
$210K
|
+$198K
|
+7,190
|
New
|
|
|
575
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$209K
|
+$197K
|
+7,169
|
New
|
|
