|
251
|
Caldwell Trust
Venice,
Florida
|
$7.04M
|
+$124K
|
+888
|
+2%
|
|
|
252
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$7.01M
|
+$1.38M
|
+9,891
|
+25%
|
|
|
253
|
Cerity Partners OCIO
New York
|
$7.01M
|
-$845K
|
-6,040
|
-11%
|
|
|
254
|
WNY Asset Management
Williamsville,
New York
|
$7M
|
+$16.2K
|
+116
|
+0.2%
|
|
|
255
|
Beacon Pointe Advisors
Newport Beach,
California
|
$6.99M
|
+$102K
|
+728
|
+1%
|
|
|
256
|
Leavell Investment Management
Mobile,
Alabama
|
$6.98M
|
+$796K
|
+5,690
|
+13%
|
|
|
257
|
Aspiriant LLC
Los Angeles,
California
|
$6.92M
|
-$549K
|
-3,924
|
-7%
|
|
|
258
|
|
$6.87M
|
+$6.8M
|
+48,634
|
New
|
|
|
259
|
Frisch Financial Group
Melville,
New York
|
$6.78M
|
+$161K
|
+1,154
|
+2%
|
|
|
260
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$6.76M
|
+$668K
|
+4,776
|
+11%
|
|
|
261
|
HoyleCohen
San Diego,
California
|
$6.68M
|
-$329K
|
-2,354
|
-5%
|
|
|
262
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$6.6M
|
+$6.01K
|
+43
|
+0.1%
|
|
|
263
|
Fidelity Investments
Boston,
Massachusetts
|
$6.54M
|
-$306K
|
-2,188
|
-5%
|
|
|
264
|
Pathstone Family Office
Englewood,
New Jersey
|
$6.51M
|
-$3.64M
|
-26,025
|
-34%
|
|
|
265
|
RVW Wealth
Los Angeles,
California
|
$6.46M
|
-$5.03K
|
-36
|
-0.1%
|
|
|
266
|
Financial Insights
Tacoma,
Washington
|
$6.44M
|
+$2.36M
|
+16,881
|
+59%
|
|
|
267
|
Scotia Capital
Toronto,
Ontario, Canada
|
$6.43M
|
-$652K
|
-4,662
|
-9%
|
|
|
268
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$6.37M
|
-$1.79M
|
-12,771
|
-22%
|
|
|
269
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$6.37M
|
+$13.6K
|
+97
|
+0.2%
|
|
|
270
|
NWAM LLC
Mercer Island,
Washington
|
$6.3M
|
-$51.5K
|
-368
|
-0.8%
|
|
|
271
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$6.27M
|
-$76.8K
|
-549
|
-1%
|
|
|
272
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$6.17M
|
+$603K
|
+4,311
|
+11%
|
|
|
273
|
Perigon Wealth Management
San Francisco,
California
|
$6.11M
|
+$165K
|
+1,182
|
+3%
|
|
|
274
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$6.06M
|
+$382K
|
+2,732
|
+7%
|
|
|
275
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$6.05M
|
+$1.64M
|
+11,750
|
+38%
|
|
