|
276
|
Welch & Forbes
Boston,
Massachusetts
|
$375K
|
–
|
–
|
–
|
|
|
277
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$374K
|
+$2.24K
|
+42
|
+0.6%
|
|
|
278
|
Checchi Capital Advisers
Beverly Hills,
California
|
$373K
|
+$112K
|
+2,098
|
+42%
|
|
|
279
|
WealthShield Partners
Cary,
North Carolina
|
$372K
|
+$1.39K
|
+26
|
+0.4%
|
|
|
280
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$367K
|
+$374K
|
+7,000
|
New
|
|
|
281
|
Fulcrum Equity Management
Plano,
Texas
|
$366K
|
-$44.5K
|
-833
|
-11%
|
|
|
282
|
The Family Firm
Bethesda,
Maryland
|
$363K
|
+$2.14K
|
+40
|
+0.6%
|
|
|
283
|
Choate Investment Advisors
Boston,
Massachusetts
|
$363K
|
+$97K
|
+1,817
|
+36%
|
|
|
284
|
Wunderlich Capital Managemnt
Memphis,
Tennessee
|
$362K
|
+$368K
|
+6,896
|
New
|
|
|
285
|
|
$359K
|
–
|
–
|
–
|
|
|
286
|
Clal Insurance
Tel-Aviv,
Israel
|
$357K
|
–
|
–
|
–
|
|
|
287
|
Narwhal Capital Management
Marietta,
Georgia
|
$356K
|
–
|
–
|
–
|
|
|
288
|
Graypoint LLC
Albany,
New York
|
$355K
|
–
|
–
|
–
|
|
|
289
|
Capital Bank & Trust
Irvine,
California
|
$353K
|
–
|
–
|
–
|
|
|
290
|
American Portfolios Advisors
Holbrook,
New York
|
$337K
|
-$103K
|
-1,932
|
-23%
|
|
|
291
|
BOK Financial
Tulsa,
Oklahoma
|
$328K
|
-$21.7K
|
-406
|
-6%
|
|
|
292
|
Mraz Amerine & Associates
Modesto,
California
|
$323K
|
–
|
–
|
–
|
|
|
293
|
Sompo Asset Management
Tokyo,
Japan
|
$319K
|
+$325K
|
+6,088
|
New
|
|
|
294
|
Klingman & Associates
New York
|
$315K
|
–
|
–
|
–
|
|
|
295
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$314K
|
+$320K
|
+5,983
|
New
|
|
|
296
|
Wealthspire Advisors (New York)
New York
|
$314K
|
+$320K
|
+5,983
|
New
|
|
|
297
|
Steward Partners Investment Advisory
New York
|
$313K
|
-$44.7K
|
-837
|
-12%
|
|
|
298
|
TFG Advisers
Auburn Hills,
Michigan
|
$313K
|
+$160
|
+3
|
+0.1%
|
|
|
299
|
Murphy Capital Management
Bedminster,
New Jersey
|
$311K
|
–
|
–
|
–
|
|
|
300
|
Belpointe Asset Management
Reno,
Nevada
|
$311K
|
+$52.1K
|
+975
|
+20%
|
|
