|
526
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$340K
|
–
|
–
|
–
|
|
|
527
|
|
$339K
|
-$7.83K
|
-100
|
-2%
|
|
|
528
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$336K
|
+$127K
|
+1,627
|
+63%
|
|
|
529
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$336K
|
+$329K
|
+4,208
|
New
|
|
|
530
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$334K
|
-$39.8K
|
-509
|
-11%
|
|
|
531
|
Evelyn Partners Investment Management Services
London,
|
$332K
|
-$816K
|
-10,428
|
-71%
|
|
|
532
|
Apexium Financial
Dallas,
Texas
|
$329K
|
+$5.48K
|
+70
|
+2%
|
|
|
533
|
Diversified Trust
Memphis,
Tennessee
|
$328K
|
-$8.61K
|
-110
|
-3%
|
|
|
534
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$327K
|
-$2.9K
|
-37
|
-0.9%
|
|
|
535
|
Cura Wealth Advisors
Chicago,
Illinois
|
$326K
|
+$3.52K
|
+45
|
+1%
|
|
|
536
|
Berger Financial Group
Plymouth,
Minnesota
|
$324K
|
–
|
–
|
–
|
|
|
537
|
Macroview Investment Management
Bethesda,
Maryland
|
$321K
|
+$470
|
+6
|
+0.1%
|
|
|
538
|
Koshinski Asset Management
Decatur,
Illinois
|
$321K
|
+$2.27K
|
+29
|
+0.7%
|
|
|
539
|
Insight Advisors
Newtown,
Pennsylvania
|
$319K
|
+$71.8K
|
+917
|
+30%
|
|
|
540
|
Valmark Advisers
Akron,
Ohio
|
$319K
|
–
|
–
|
–
|
|
|
541
|
Asset Dedication LLC
San Francisco,
California
|
$318K
|
+$18.5K
|
+236
|
+6%
|
|
|
542
|
Hudock Inc
Williamsport,
Pennsylvania
|
$315K
|
+$548
|
+7
|
+0.2%
|
|
|
543
|
HB Wealth Management
Atlanta,
Georgia
|
$312K
|
+$306K
|
+3,907
|
New
|
|
|
544
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$311K
|
+$305K
|
+3,896
|
New
|
|
|
545
|
Silverlake Wealth Management
Williston,
Vermont
|
$308K
|
+$81.6K
|
+1,042
|
+37%
|
|
|
546
|
Cascade Financial Partners
San Diego,
California
|
$307K
|
+$78
|
+1
|
+0%
|
|
|
547
|
Welch & Forbes
Boston,
Massachusetts
|
$303K
|
–
|
–
|
–
|
|
|
548
|
Evelyn Partners Investment Management
London,
|
$302K
|
+$47.2K
|
+603
|
+19%
|
|
|
549
|
Modera Wealth Management
Westwood,
New Jersey
|
$300K
|
+$3.99K
|
+51
|
+1%
|
|
|
550
|
Argyle Capital Partners
Los Angeles,
California
|
$299K
|
+$313
|
+4
|
+0.1%
|
|
