|
401
|
Wills Financial Group
Richmond,
Virginia
|
$228K
|
+$213K
|
+4,044
|
New
|
|
|
402
|
LVW Advisors
Pittsford,
New York
|
$226K
|
+$211K
|
+4,001
|
New
|
|
|
403
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$226K
|
+$210K
|
+4,000
|
New
|
|
|
404
|
Twin Tree Management
Dallas,
Texas
|
$225K
|
-$1.41M
|
-26,855
|
-87%
|
|
|
405
|
Eaton Vance Management
Boston,
Massachusetts
|
$225K
|
+$39.9K
|
+759
|
+24%
|
|
|
406
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$225K
|
+$210K
|
+3,995
|
New
|
|
|
407
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$223K
|
+$208K
|
+3,960
|
New
|
|
|
408
|
Capital Investment Advisors
Atlanta,
Georgia
|
$217K
|
+$203K
|
+3,852
|
New
|
|
|
409
|
Cetera Advisors
Denver,
Colorado
|
$216K
|
+$201K
|
+3,823
|
New
|
|
|
410
|
Corient Capital Partners
Newport Beach,
California
|
$215K
|
+$200K
|
+3,802
|
New
|
|
|
411
|
|
$214K
|
+$200K
|
+3,793
|
New
|
|
|
412
|
Williams Jones Wealth Management
New York
|
$212K
|
+$197K
|
+3,750
|
New
|
|
|
413
|
Brown Advisory
Baltimore,
Maryland
|
$208K
|
+$194K
|
+3,695
|
New
|
|
|
414
|
Private Trust Company
Cleveland,
Ohio
|
$206K
|
+$192K
|
+3,648
|
New
|
|
|
415
|
HeadInvest LLC
Portland,
Maine
|
$203K
|
+$189K
|
+3,599
|
New
|
|
|
416
|
Cypress Capital Group
Palm Beach,
Florida
|
$202K
|
+$188K
|
+3,581
|
New
|
|
|
417
|
NuWave Investment Management
Parsippany,
New Jersey
|
$193K
|
+$35K
|
+666
|
+24%
|
|
|
418
|
Rockefeller Capital Management
New York
|
$173K
|
+$15.9K
|
+303
|
+11%
|
|
|
419
|
|
$169K
|
–
|
–
|
–
|
|
|
420
|
Lazard Asset Management
New York
|
$169K
|
–
|
–
|
–
|
|
|
421
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$154K
|
+$14K
|
+267
|
+11%
|
|
|
422
|
Brown Brothers Harriman & Co
New York
|
$152K
|
–
|
–
|
–
|
|
|
423
|
Geneos Wealth Management
Englewood,
Colorado
|
$145K
|
–
|
–
|
–
|
|
|
424
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$139K
|
–
|
–
|
–
|
|
|
425
|
Global Retirement Partners
San Rafael,
California
|
$124K
|
+$113K
|
+2,147
|
New
|
|
