|
326
|
Williams Jones Wealth Management
New York
|
$346K
|
+$302K
|
+4,600
|
New
|
|
|
327
|
Rikoon Group
Santa Fe,
New Mexico
|
$343K
|
–
|
–
|
–
|
|
|
328
|
RhumbLine Advisers
Boston,
Massachusetts
|
$337K
|
+$294K
|
+4,474
|
New
|
|
|
329
|
Caprock Group
Boise,
Idaho
|
$331K
|
-$40.8K
|
-622
|
-12%
|
|
|
330
|
Cohen Investment Advisors
Bedford,
New Hampshire
|
$331K
|
+$289K
|
+4,404
|
New
|
|
|
331
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$329K
|
–
|
–
|
–
|
|
|
332
|
One Wealth Advisors
San Francisco,
California
|
$325K
|
+$9.78K
|
+149
|
+4%
|
|
|
333
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$325K
|
+$284K
|
+4,324
|
New
|
|
|
334
|
Hohimer Wealth Management
Seattle,
Washington
|
$323K
|
+$17.9K
|
+273
|
+7%
|
|
|
335
|
Personal CFO Solutions
Chester,
New Jersey
|
$318K
|
+$15.6K
|
+237
|
+6%
|
|
|
336
|
Legal Advantage Investments
Los Altos Hills,
California
|
$316K
|
+$276K
|
+4,200
|
New
|
|
|
337
|
Intersect Capital
San Ramon,
California
|
$312K
|
+$15K
|
+229
|
+6%
|
|
|
338
|
Wealth Management Partners
Tucson,
Arizona
|
$304K
|
+$246K
|
+3,750
|
New
|
|
|
339
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$303K
|
+$2.3K
|
+35
|
+0.9%
|
|
|
340
|
Community Bank
Dewitt,
New York
|
$300K
|
-$25.6K
|
-390
|
-9%
|
|
|
341
|
Ballentine Partners
Waltham,
Massachusetts
|
$298K
|
+$12.9K
|
+196
|
+5%
|
|
|
342
|
Parallel Advisors
San Francisco,
California
|
$297K
|
-$394
|
-6
|
-0.2%
|
|
|
343
|
Tocqueville Asset Management
New York
|
$292K
|
+$17.1K
|
+260
|
+7%
|
|
|
344
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$290K
|
+$22K
|
+335
|
+10%
|
|
|
345
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$287K
|
+$251K
|
+3,818
|
New
|
|
|
346
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$286K
|
–
|
–
|
–
|
|
|
347
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$283K
|
–
|
–
|
–
|
|
|
348
|
Clarius Group LLC
Seattle,
Washington
|
$279K
|
+$6.43K
|
+98
|
+3%
|
|
|
349
|
Hudock Inc
Williamsport,
Pennsylvania
|
$279K
|
+$19.7K
|
+300
|
+9%
|
|
|
350
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$278K
|
+$243K
|
+3,702
|
New
|
|
