|
176
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$976K
|
+$113K
|
+312
|
+12%
|
|
|
177
|
Chevy Chase Trust
Bethesda,
Maryland
|
$956K
|
-$19.6K
|
-54
|
-2%
|
|
|
178
|
Dentgroup
Baton Rouge,
Louisiana
|
$944K
|
–
|
–
|
–
|
|
|
179
|
Centaurus Financial
Anaheim,
California
|
$942K
|
+$50.7K
|
+140
|
+5%
|
|
|
180
|
Elevation Capital Advisory
Bend,
Oregon
|
$917K
|
-$350K
|
-966
|
-26%
|
|
|
181
|
Valeo Financial Advisors
Carmel,
Indiana
|
$910K
|
–
|
–
|
–
|
|
|
182
|
EP Wealth Advisors
Torrance,
California
|
$907K
|
-$486K
|
-1,342
|
-33%
|
|
|
183
|
Summit Financial
Parsippany,
New Jersey
|
$901K
|
+$33K
|
+91
|
+3%
|
|
|
184
|
Waverly Advisors
Birmingham,
Alabama
|
$896K
|
+$2.17K
|
+6
|
+0.2%
|
|
|
185
|
RBA Wealth Management
Newport Beach,
California
|
$895K
|
-$113K
|
-312
|
-10%
|
|
|
186
|
Steward Partners Investment Advisory
New York
|
$893K
|
-$10.1K
|
-28
|
-1%
|
|
|
187
|
Equitable Trust
Nashville,
Tennessee
|
$889K
|
–
|
–
|
–
|
|
|
188
|
J.W. Cole Advisors
Tampa,
Florida
|
$889K
|
-$865K
|
-2,387
|
-47%
|
|
|
189
|
Armis Advisers
Atlanta,
Georgia
|
$883K
|
+$2.54K
|
+7
|
+0.3%
|
|
|
190
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$866K
|
-$12.7K
|
-35
|
-1%
|
|
|
191
|
|
$851K
|
+$210K
|
+580
|
+29%
|
|
|
192
|
KeyBank National Association
Cleveland,
Ohio
|
$851K
|
-$2.54K
|
-7
|
-0.3%
|
|
|
193
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$845K
|
–
|
–
|
–
|
|
|
194
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$843K
|
–
|
–
|
–
|
|
|
195
|
Wealthfront Advisers
Palo Alto,
California
|
$832K
|
-$46.4K
|
-128
|
-5%
|
|
|
196
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$823K
|
+$724
|
+2
|
+0.1%
|
|
|
197
|
Farther Finance Advisors
San Francisco,
California
|
$823K
|
+$524K
|
+1,446
|
+137%
|
|
|
198
|
Busey Bank
Urbana,
Illinois
|
$814K
|
–
|
–
|
–
|
|
|
199
|
Modera Wealth Management
Westwood,
New Jersey
|
$811K
|
–
|
–
|
–
|
|
|
200
|
Tradewinds LLC
Raleigh,
North Carolina
|
$800K
|
-$12K
|
-33
|
-1%
|
|
