|
351
|
Signature Financial Management
Norfolk,
Virginia
|
$805K
|
+$207K
|
+9,504
|
+35%
|
|
|
352
|
Intellectus Partners
San Francisco,
California
|
$800K
|
–
|
–
|
–
|
|
|
353
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$791K
|
-$21K
|
-966
|
-3%
|
|
|
354
|
Edgestream Partners
Princeton,
New Jersey
|
$788K
|
-$1.03M
|
-47,256
|
-57%
|
|
|
355
|
|
$788K
|
+$115K
|
+5,298
|
+17%
|
|
|
356
|
M&T Bank
Buffalo,
New York
|
$781K
|
+$103K
|
+4,716
|
+15%
|
|
|
357
|
Raymond James Trust
St. Petersburg,
Florida
|
$766K
|
+$86.7K
|
+3,990
|
+13%
|
|
|
358
|
Belpointe Asset Management
Reno,
Nevada
|
$759K
|
+$746K
|
+34,320
|
New
|
|
|
359
|
Allworth Financial
Folsom,
California
|
$751K
|
+$317K
|
+14,592
|
+75%
|
|
|
360
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$750K
|
-$6.52K
|
-300
|
-0.9%
|
|
|
361
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$742K
|
+$729K
|
+33,516
|
New
|
|
|
362
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$734K
|
-$3.13K
|
-144
|
-0.4%
|
|
|
363
|
NewFocus Financial Group
Vancouver,
Washington
|
$730K
|
+$59K
|
+2,712
|
+9%
|
|
|
364
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$727K
|
–
|
–
|
–
|
|
|
365
|
Manchester Capital Management
Manchester,
Vermont
|
$726K
|
-$327K
|
-15,048
|
-31%
|
|
|
366
|
Plancorp LLC
Saint Louis,
Missouri
|
$726K
|
–
|
–
|
–
|
|
|
367
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$723K
|
–
|
–
|
–
|
|
|
368
|
Cordasco Financial Network
Naples,
Florida
|
$700K
|
–
|
–
|
–
|
|
|
369
|
|
$700K
|
+$100K
|
+4,602
|
+17%
|
|
|
370
|
Miracle Mile Advisors
Los Angeles,
California
|
$692K
|
-$115K
|
-5,280
|
-14%
|
|
|
371
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$685K
|
+$55.7K
|
+2,562
|
+9%
|
|
|
372
|
Wolverine Trading
Chicago,
Illinois
|
$684K
|
-$222K
|
-10,212
|
-25%
|
|
|
373
|
|
$680K
|
-$472K
|
-21,732
|
-41%
|
|
|
374
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$677K
|
-$45.4K
|
-2,088
|
-6%
|
|
|
375
|
Moors & Cabot
Boston,
Massachusetts
|
$675K
|
-$14.9K
|
-684
|
-2%
|
|
