|
776
|
Evercore Wealth Management
New York
|
$252K
|
–
|
–
|
–
|
|
|
777
|
Summit Trail Advisors
New York
|
$252K
|
+$209K
|
+565
|
New
|
|
|
778
|
Transform Wealth
Greenwood Village,
Colorado
|
$251K
|
-$3.35M
|
-9,037
|
-94%
|
|
|
779
|
Hudock Inc
Williamsport,
Pennsylvania
|
$250K
|
+$741
|
+2
|
+0.4%
|
|
|
780
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$250K
|
+$208K
|
+561
|
New
|
|
|
781
|
|
$246K
|
–
|
–
|
–
|
|
|
782
|
Neville Rodie & Shaw
New York
|
$245K
|
-$1.12M
|
-3,009
|
-85%
|
|
|
783
|
Perigon Wealth Management
San Francisco,
California
|
$244K
|
+$203K
|
+547
|
New
|
|
|
784
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$243K
|
-$60K
|
-162
|
-23%
|
|
|
785
|
BSW Wealth Partners
Boulder,
Colorado
|
$243K
|
-$17.4K
|
-47
|
-8%
|
|
|
786
|
Key Financial Inc
West Chester,
Pennsylvania
|
$242K
|
–
|
–
|
–
|
|
|
787
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$241K
|
+$200K
|
+541
|
New
|
|
|
788
|
Sargent Investment Group
Bethesda,
Maryland
|
$239K
|
+$1.48K
|
+4
|
+0.8%
|
|
|
789
|
Everhart Financial Group
Dublin,
Ohio
|
$237K
|
+$1.11K
|
+3
|
+0.6%
|
|
|
790
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$236K
|
-$7.04K
|
-19
|
-3%
|
|
|
791
|
Conning Inc
Hartford,
Connecticut
|
$235K
|
-$16.7K
|
-45
|
-8%
|
|
|
792
|
Glassman Wealth Services
Vienna,
Virginia
|
$232K
|
-$29.3K
|
-79
|
-13%
|
|
|
793
|
Westmount Partners
Los Angeles,
California
|
$232K
|
–
|
–
|
–
|
|
|
794
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$232K
|
–
|
–
|
–
|
|
|
795
|
Parsons Capital Management
Providence,
Rhode Island
|
$229K
|
–
|
–
|
–
|
|
|
796
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$229K
|
+$190K
|
+513
|
New
|
|
|
797
|
Aigen Investment Management
New York
|
$228K
|
+$190K
|
+512
|
New
|
|
|
798
|
CX Institutional
Auburn,
Indiana
|
$227K
|
+$189K
|
+509
|
New
|
|
|
799
|
Valeo Financial Advisors
Carmel,
Indiana
|
$226K
|
+$188K
|
+508
|
New
|
|
|
800
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$226K
|
+$172K
|
+464
|
New
|
|
