|
326
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$689K
|
-$10.8K
|
-107
|
-2%
|
|
|
327
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$680K
|
–
|
–
|
–
|
|
|
328
|
Barclays
London,
United Kingdom
|
$674K
|
+$163K
|
+1,606
|
+32%
|
|
|
329
|
Klingman & Associates
New York
|
$667K
|
–
|
–
|
–
|
|
|
330
|
Summit Trail Advisors
New York
|
$658K
|
+$655K
|
+6,460
|
New
|
|
|
331
|
UMB Bank
Kansas City,
Missouri
|
$648K
|
-$59.9K
|
-591
|
-9%
|
|
|
332
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$616K
|
+$294K
|
+2,899
|
+92%
|
|
|
333
|
Penbrook Management
New York
|
$610K
|
–
|
–
|
–
|
|
|
334
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$595K
|
–
|
–
|
–
|
|
|
335
|
Glenview Trust
Louisville,
Kentucky
|
$592K
|
–
|
–
|
–
|
|
|
336
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$590K
|
+$507
|
+5
|
+0.1%
|
|
|
337
|
First National Bank of Omaha
Omaha,
Nebraska
|
$584K
|
-$3.45K
|
-34
|
-0.6%
|
|
|
338
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$576K
|
+$573K
|
+5,652
|
New
|
|
|
339
|
Mraz Amerine & Associates
Modesto,
California
|
$560K
|
+$557K
|
+5,500
|
New
|
|
|
340
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$559K
|
–
|
–
|
–
|
|
|
341
|
Clearstead Advisors
Cleveland,
Ohio
|
$554K
|
-$1.32M
|
-13,004
|
-71%
|
|
|
342
|
Two Sigma Securities
New York
|
$552K
|
-$2.17M
|
-21,393
|
-80%
|
|
|
343
|
Bremer Trust National Association
St. Cloud,
Minnesota
|
$552K
|
-$20.5K
|
-202
|
-4%
|
|
|
344
|
Waverly Advisors
Birmingham,
Alabama
|
$542K
|
–
|
–
|
–
|
|
|
345
|
Dowling & Yahnke
San Diego,
California
|
$540K
|
–
|
–
|
–
|
|
|
346
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$540K
|
+$19.5K
|
+192
|
+4%
|
|
|
347
|
Gratus Capital
Atlanta,
Georgia
|
$537K
|
+$534K
|
+5,271
|
New
|
|
|
348
|
Birinyi Associates
Westport,
Connecticut
|
$536K
|
-$50.7K
|
-500
|
-9%
|
|
|
349
|
Wealth Architects
Mountain View,
California
|
$530K
|
+$527K
|
+5,200
|
New
|
|
|
350
|
|
$530K
|
+$527K
|
+5,204
|
New
|
|
