|
326
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$729K
|
+$747K
|
+7,326
|
New
|
|
|
327
|
Guggenheim Capital
Chicago,
Illinois
|
$727K
|
-$29.6K
|
-290
|
-4%
|
|
|
328
|
|
$724K
|
–
|
–
|
–
|
|
|
329
|
Kingfisher Capital
Charlotte,
North Carolina
|
$721K
|
+$4.28K
|
+42
|
+0.6%
|
|
|
330
|
SVB Wealth
Boston,
Massachusetts
|
$706K
|
+$217K
|
+2,131
|
+43%
|
|
|
331
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$700K
|
+$21.2K
|
+208
|
+3%
|
|
|
332
|
People's United Financial
Bridgeport,
Connecticut
|
$696K
|
+$713K
|
+7,000
|
New
|
|
|
333
|
GSB Wealth Management
Guilford,
Connecticut
|
$694K
|
+$224K
|
+2,200
|
+46%
|
|
|
334
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$690K
|
–
|
–
|
–
|
|
|
335
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$689K
|
-$102
|
-1
|
-0%
|
|
|
336
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$686K
|
-$78.5K
|
-770
|
-10%
|
|
|
337
|
Raymond James Trust
St. Petersburg,
Florida
|
$680K
|
-$13.8K
|
-135
|
-2%
|
|
|
338
|
West Family Investments
Carlsbad,
California
|
$674K
|
+$68.6K
|
+673
|
+11%
|
|
|
339
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$670K
|
+$88.2K
|
+866
|
+15%
|
|
|
340
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$660K
|
-$22.8K
|
-224
|
-3%
|
|
|
341
|
Naples Global Advisors
Naples,
Florida
|
$654K
|
–
|
–
|
–
|
|
|
342
|
Qtron Investments
Boston,
Massachusetts
|
$651K
|
+$395K
|
+3,879
|
+146%
|
|
|
343
|
Waverly Advisors
Birmingham,
Alabama
|
$647K
|
–
|
–
|
–
|
|
|
344
|
Welch Group
Birmingham,
Alabama
|
$646K
|
–
|
–
|
–
|
|
|
345
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$646K
|
+$21.8K
|
+214
|
+3%
|
|
|
346
|
Checchi Capital Advisers
Beverly Hills,
California
|
$637K
|
+$50.1K
|
+492
|
+8%
|
|
|
347
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$636K
|
+$4.08K
|
+40
|
+0.6%
|
|
|
348
|
Ategra Capital Management
Vienna,
Virginia
|
$635K
|
-$12.7K
|
-125
|
-2%
|
|
|
349
|
Patten & Patten
Chattanooga,
Tennessee
|
$630K
|
–
|
–
|
–
|
|
|
350
|
Curi RMB Capital
Chicago,
Illinois
|
$627K
|
–
|
–
|
–
|
|
