|
276
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$437K
|
–
|
–
|
–
|
|
|
277
|
Morling Financial Advisors
Fremont,
California
|
$436K
|
–
|
–
|
–
|
|
|
278
|
Weatherly Asset Management
Del Mar,
California
|
$431K
|
-$10.3K
|
-250
|
-2%
|
|
|
279
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$424K
|
–
|
–
|
–
|
|
|
280
|
Private Trust Company
Cleveland,
Ohio
|
$421K
|
-$2.52K
|
-61
|
-0.6%
|
|
|
281
|
Insigneo Advisory Services
Miami,
Florida
|
$413K
|
+$62.2K
|
+1,505
|
+17%
|
|
|
282
|
Roundview Capital
Princeton,
New Jersey
|
$412K
|
-$1.03K
|
-25
|
-0.2%
|
|
|
283
|
Principia Wealth Advisory
Dallas,
Texas
|
$412K
|
+$422K
|
+10,211
|
New
|
|
|
284
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$405K
|
–
|
–
|
–
|
|
|
285
|
Blue Fin Capital
Warren,
Rhode Island
|
$403K
|
-$7.93K
|
-192
|
-2%
|
|
|
286
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$401K
|
+$410K
|
+9,933
|
New
|
|
|
287
|
Huntington National Bank
Columbus,
Ohio
|
$396K
|
–
|
–
|
–
|
|
|
288
|
Simon Quick Advisors
Morristown,
New Jersey
|
$391K
|
+$1.78K
|
+43
|
+0.4%
|
|
|
289
|
Scotia Capital
Toronto,
Ontario, Canada
|
$385K
|
-$50.4K
|
-1,219
|
-11%
|
|
|
290
|
TownSquare Capital
Provo,
Utah
|
$379K
|
-$43.8K
|
-1,061
|
-10%
|
|
|
291
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$374K
|
–
|
–
|
–
|
|
|
292
|
Summit Financial Strategies
Columbus,
Ohio
|
$373K
|
–
|
–
|
–
|
|
|
293
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$373K
|
-$12.4K
|
-300
|
-3%
|
|
|
294
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$372K
|
+$661
|
+16
|
+0.2%
|
|
|
295
|
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
|
$369K
|
–
|
–
|
–
|
|
|
296
|
Welch Group
Birmingham,
Alabama
|
$367K
|
–
|
–
|
–
|
|
|
297
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$366K
|
+$1.82K
|
+44
|
+0.5%
|
|
|
298
|
Peninsula Wealth
San Francisco,
California
|
$363K
|
–
|
–
|
–
|
|
|
299
|
Novem Group
Rochester,
New York
|
$362K
|
+$371K
|
+8,984
|
New
|
|
|
300
|
Tradition Wealth Management
Edina,
Minnesota
|
$362K
|
–
|
–
|
–
|
|
