|
76
|
Aspiring Ventures
Cincinnati,
Ohio
|
$448K
|
–
|
–
|
–
|
|
|
77
|
|
$440K
|
–
|
–
|
–
|
|
|
78
|
Milestones Private Investment Advisors
Fairport,
New York
|
$437K
|
+$391K
|
+7,305
|
New
|
|
|
79
|
Fidelity Investments
Boston,
Massachusetts
|
$434K
|
-$34K
|
-635
|
-8%
|
|
|
80
|
Creekside Partners
Petaluma,
California
|
$425K
|
–
|
–
|
–
|
|
|
81
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$418K
|
-$54
|
-1
|
-0%
|
|
|
82
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$388K
|
–
|
–
|
–
|
|
|
83
|
Vontobel Holding
Zurich,
Switzerland
|
$388K
|
–
|
–
|
–
|
|
|
84
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$381K
|
-$60.6K
|
-1,133
|
-15%
|
|
|
85
|
Truist Financial
Charlotte,
North Carolina
|
$378K
|
+$128K
|
+2,382
|
+60%
|
|
|
86
|
EP Wealth Advisors
Torrance,
California
|
$363K
|
+$325K
|
+6,077
|
New
|
|
|
87
|
|
$359K
|
+$237K
|
+4,429
|
+281%
|
|
|
88
|
Mustico Financial Group
Elmira,
New York
|
$340K
|
+$291K
|
+5,437
|
New
|
|
|
89
|
|
$339K
|
–
|
–
|
–
|
|
|
90
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$335K
|
+$5.35K
|
+100
|
+2%
|
|
|
91
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$321K
|
–
|
–
|
–
|
|
|
92
|
Chicago Trust
Grayslake,
Illinois
|
$317K
|
–
|
–
|
–
|
|
|
93
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$312K
|
–
|
–
|
–
|
|
|
94
|
First Foundation Advisors
Irvine,
California
|
$312K
|
–
|
–
|
–
|
|
|
95
|
Wells Fargo
San Francisco,
California
|
$307K
|
-$47.3K
|
-883
|
-15%
|
|
|
96
|
Citizens Financial Group
Providence,
Rhode Island
|
$305K
|
–
|
–
|
–
|
|
|
97
|
Cahill Financial Advisors
Edina,
Minnesota
|
$304K
|
–
|
–
|
–
|
|
|
98
|
|
$297K
|
–
|
–
|
–
|
|
|
99
|
GTS Securities
Miami,
Florida
|
$292K
|
+$261K
|
+4,883
|
New
|
|
|
100
|
Comerica Bank
Dallas,
Texas
|
$288K
|
+$107
|
+2
|
+0%
|
|
