|
751
|
Montgomery Investment Management
Rockville,
Maryland
|
$230K
|
+$211K
|
+4,800
|
New
|
|
|
752
|
Level Four Advisory Services
Dallas,
Texas
|
$230K
|
-$118K
|
-2,671
|
-36%
|
|
|
753
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$229K
|
+$211K
|
+4,786
|
New
|
|
|
754
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$229K
|
+$210K
|
+4,780
|
New
|
|
|
755
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$229K
|
+$211K
|
+4,787
|
New
|
|
|
756
|
ViaWealth
Leawood,
Kansas
|
$228K
|
-$73.7K
|
-1,675
|
-26%
|
|
|
757
|
Whittier Trust
South Pasadena,
California
|
$228K
|
+$37.6K
|
+855
|
+22%
|
|
|
758
|
Compass Wealth Management
Guilford,
Connecticut
|
$227K
|
+$18.5K
|
+420
|
+10%
|
|
|
759
|
Essex Financial Services
Essex,
Connecticut
|
$227K
|
+$209K
|
+4,740
|
New
|
|
|
760
|
J.W. Cole Advisors
Tampa,
Florida
|
$226K
|
+$208K
|
+4,723
|
New
|
|
|
761
|
Silvercrest Asset Management
New York
|
$226K
|
+$207K
|
+4,709
|
New
|
|
|
762
|
Ashford Capital Management
Wilmington,
Delaware
|
$225K
|
+$207K
|
+4,700
|
New
|
|
|
763
|
Circle Wealth Management
Summit,
New Jersey
|
$225K
|
+$206K
|
+4,690
|
New
|
|
|
764
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$225K
|
+$206K
|
+4,689
|
New
|
|
|
765
|
Worth Asset Management
Dallas,
Texas
|
$224K
|
+$67.1K
|
+1,525
|
+49%
|
|
|
766
|
Anchor Investment Management
Columbia,
South Carolina
|
$223K
|
–
|
–
|
–
|
|
|
767
|
Evercore Wealth Management
New York
|
$223K
|
+$205K
|
+4,651
|
New
|
|
|
768
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$223K
|
+$205K
|
+4,650
|
New
|
|
|
769
|
Clare Market Investments
Dallas,
Texas
|
$222K
|
+$204K
|
+4,640
|
New
|
|
|
770
|
Bay Colony Advisors
Concord,
Massachusetts
|
$222K
|
+$210K
|
+4,773
|
New
|
|
|
771
|
Sandy Spring Bank
Olney,
Maryland
|
$222K
|
–
|
–
|
–
|
|
|
772
|
Forte Capital
Rochester,
New York
|
$221K
|
+$203K
|
+4,604
|
New
|
|
|
773
|
Clarity Wealth Advisors
San Jose,
California
|
$220K
|
+$202K
|
+4,595
|
New
|
|
|
774
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$219K
|
+$14.3K
|
+324
|
+8%
|
|
|
775
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$218K
|
+$200K
|
+4,550
|
New
|
|
