|
476
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$240K
|
+$249K
|
+3,988
|
New
|
|
|
477
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$240K
|
+$15.2K
|
+244
|
+7%
|
|
|
478
|
GMT Capital
Atlanta,
Georgia
|
$239K
|
–
|
–
|
–
|
|
|
479
|
Mission Wealth Management
Santa Barbara,
California
|
$237K
|
+$246K
|
+3,940
|
New
|
|
|
480
|
Columbia Trust
Portland,
Oregon
|
$234K
|
–
|
–
|
–
|
|
|
481
|
Asahi Life Asset Management
Tokyo,
Japan
|
$234K
|
+$241K
|
+3,860
|
New
|
|
|
482
|
SVB Wealth
Boston,
Massachusetts
|
$232K
|
-$16.3K
|
-261
|
-6%
|
|
|
483
|
Masso Torrence Wealth Management
Marlton,
New Jersey
|
$232K
|
–
|
–
|
–
|
|
|
484
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$232K
|
–
|
–
|
–
|
|
|
485
|
Valeo Financial Advisors
Carmel,
Indiana
|
$230K
|
+$15.2K
|
+243
|
+7%
|
|
|
486
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$230K
|
–
|
–
|
–
|
|
|
487
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$230K
|
–
|
–
|
–
|
|
|
488
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$229K
|
+$11K
|
+177
|
+5%
|
|
|
489
|
Atria Wealth Solutions
New York
|
$228K
|
+$8.04K
|
+129
|
+4%
|
|
|
490
|
Telos Capital Management
San Diego,
California
|
$226K
|
+$686
|
+11
|
+0.3%
|
|
|
491
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$225K
|
+$4.49K
|
+72
|
+2%
|
|
|
492
|
Firestone Capital Management
Coral Gables,
Florida
|
$225K
|
–
|
–
|
–
|
|
|
493
|
Fisher Asset Management
Camas,
Washington
|
$224K
|
+$232K
|
+3,717
|
New
|
|
|
494
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$223K
|
–
|
–
|
–
|
|
|
495
|
Silvercrest Asset Management
New York
|
$222K
|
–
|
–
|
–
|
|
|
496
|
Arrow Financial
Glens Falls,
New York
|
$221K
|
–
|
–
|
–
|
|
|
497
|
CVA Family Office
Denver,
Colorado
|
$219K
|
+$2K
|
+32
|
+0.9%
|
|
|
498
|
Litman Gregory Wealth Management
Larkspur,
California
|
$218K
|
+$226K
|
+3,625
|
New
|
|
|
499
|
Hendershot Investments
Centreville,
Virginia
|
$218K
|
–
|
–
|
–
|
|
|
500
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$217K
|
+$20.7K
|
+332
|
+10%
|
|
