|
376
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$800K
|
-$148K
|
-1,629
|
-16%
|
|
|
377
|
First Foundation Advisors
Irvine,
California
|
$795K
|
+$93.6K
|
+1,033
|
+14%
|
|
|
378
|
Trevian Wealth Management
Weston,
Massachusetts
|
$794K
|
+$91
|
+1
|
+0%
|
|
|
379
|
Eschler Asset Management
London,
United Kingdom
|
$793K
|
+$780K
|
+8,610
|
New
|
|
|
380
|
Belpointe Asset Management
Reno,
Nevada
|
$779K
|
+$168K
|
+1,850
|
+28%
|
|
|
381
|
Principle Wealth Partners
Madison,
Connecticut
|
$775K
|
-$68.6K
|
-758
|
-8%
|
|
|
382
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$774K
|
-$40.2K
|
-444
|
-5%
|
|
|
383
|
Evercore Wealth Management
New York
|
$773K
|
-$6.79K
|
-75
|
-0.9%
|
|
|
384
|
Essex Financial Services
Essex,
Connecticut
|
$766K
|
–
|
–
|
–
|
|
|
385
|
William Blair & Company
Chicago,
Illinois
|
$758K
|
+$53.2K
|
+587
|
+8%
|
|
|
386
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$756K
|
+$743K
|
+8,206
|
New
|
|
|
387
|
Gray Wealth Management
Bangor,
Maine
|
$743K
|
+$20.7K
|
+229
|
+3%
|
|
|
388
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$731K
|
-$3.8K
|
-42
|
-0.5%
|
|
|
389
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$727K
|
+$124K
|
+1,365
|
+21%
|
|
|
390
|
Donor Advised Charitable Giving
San Francisco,
California
|
$727K
|
-$14.4K
|
-159
|
-2%
|
|
|
391
|
Register Financial Advisors
Atlanta,
Georgia
|
$723K
|
-$7.79K
|
-86
|
-1%
|
|
|
392
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$723K
|
-$36.4K
|
-402
|
-5%
|
|
|
393
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$722K
|
-$61K
|
-673
|
-8%
|
|
|
394
|
ADE LLC
Baltimore,
Maryland
|
$720K
|
-$23.7K
|
-262
|
-3%
|
|
|
395
|
Argent Trust Co
Nashville,
Tennessee
|
$720K
|
–
|
–
|
–
|
|
|
396
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$717K
|
-$33.6K
|
-371
|
-5%
|
|
|
397
|
Redmond Asset Management
Henrico,
Virginia
|
$706K
|
-$10.7K
|
-118
|
-2%
|
|
|
398
|
Sonoma Private Wealth
Sonoma,
California
|
$696K
|
–
|
–
|
–
|
|
|
399
|
Vivaldi Capital Management
Chicago,
Illinois
|
$693K
|
-$679K
|
-7,495
|
-50%
|
|
|
400
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$691K
|
–
|
–
|
–
|
|
