|
626
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$250K
|
+$31.8K
|
+1,135
|
+15%
|
|
|
627
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$247K
|
+$1.54K
|
+55
|
+0.6%
|
|
|
628
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$246K
|
–
|
–
|
–
|
|
|
629
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$243K
|
-$13.9K
|
-495
|
-5%
|
|
|
630
|
J.W. Cole Advisors
Tampa,
Florida
|
$241K
|
-$139K
|
-4,960
|
-37%
|
|
|
631
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$241K
|
-$90.3K
|
-3,225
|
-27%
|
|
|
632
|
Moors & Cabot
Boston,
Massachusetts
|
$241K
|
+$242K
|
+8,650
|
New
|
|
|
633
|
Arden Trust
Wilmington,
Delaware
|
$240K
|
–
|
–
|
–
|
|
|
634
|
|
$237K
|
+$236K
|
+8,415
|
New
|
|
|
635
|
UBP Investment Advisors
Geneva,
Switzerland
|
$235K
|
+$8.26K
|
+295
|
+4%
|
|
|
636
|
Rothschild Investment LLC
Chicago,
Illinois
|
$232K
|
+$27.8K
|
+995
|
+14%
|
|
|
637
|
Archer Investment Corporation
Carmel,
Indiana
|
$232K
|
–
|
–
|
–
|
|
|
638
|
IndexIQ Advisors
New York
|
$228K
|
+$107K
|
+3,810
|
+89%
|
|
|
639
|
Global Retirement Partners
San Rafael,
California
|
$226K
|
-$1.4K
|
-50
|
-0.6%
|
|
|
640
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$225K
|
-$35K
|
-1,250
|
-14%
|
|
|
641
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$225K
|
+$41K
|
+1,465
|
+22%
|
|
|
642
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$224K
|
–
|
–
|
–
|
|
|
643
|
Conning Inc
Hartford,
Connecticut
|
$224K
|
+$1.54K
|
+55
|
+0.7%
|
|
|
644
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$223K
|
-$33.2K
|
-1,185
|
-13%
|
|
|
645
|
Old North State Trust
Greensboro,
North Carolina
|
$220K
|
-$45.5K
|
-1,625
|
-17%
|
|
|
646
|
Belpointe Asset Management
Reno,
Nevada
|
$216K
|
+$215K
|
+7,675
|
New
|
|
|
647
|
Detalus Advisors
St. Louis,
Missouri
|
$216K
|
+$215K
|
+7,675
|
New
|
|
|
648
|
Brown Advisory
Baltimore,
Maryland
|
$214K
|
+$213K
|
+7,595
|
New
|
|
|
649
|
Beacon Pointe Advisors
Newport Beach,
California
|
$213K
|
-$16K
|
-570
|
-7%
|
|
|
650
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$211K
|
-$28K
|
-1,000
|
-12%
|
|
