|
751
|
TFO Wealth Partners
Maumee,
Ohio
|
$335K
|
–
|
–
|
–
|
|
|
752
|
Verum Partners
Charlotte,
North Carolina
|
$334K
|
-$52.9K
|
-231
|
-15%
|
|
|
753
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$334K
|
–
|
–
|
–
|
|
|
754
|
Richardson Financial Services
Medway,
Massachusetts
|
$333K
|
-$45.1K
|
-197
|
-13%
|
|
|
755
|
Curi RMB Capital
Chicago,
Illinois
|
$333K
|
+$14.9K
|
+65
|
+5%
|
|
|
756
|
GAMMA Investing
Foster City,
California
|
$333K
|
+$234K
|
+1,019
|
+307%
|
|
|
757
|
J. Safra Asset Management
New York
|
$331K
|
+$308K
|
+1,344
|
New
|
|
|
758
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$331K
|
–
|
–
|
–
|
|
|
759
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$331K
|
+$63K
|
+275
|
+26%
|
|
|
760
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$331K
|
–
|
–
|
–
|
|
|
761
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$330K
|
+$95.8K
|
+418
|
+45%
|
|
|
762
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$330K
|
+$192K
|
+840
|
+168%
|
|
|
763
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$330K
|
-$22K
|
-96
|
-7%
|
|
|
764
|
RWA Wealth Partners
Newton,
Massachusetts
|
$329K
|
+$43.3K
|
+189
|
+16%
|
|
|
765
|
Davis Investment Partners
Charlotte,
North Carolina
|
$328K
|
–
|
–
|
–
|
|
|
766
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$327K
|
–
|
–
|
–
|
|
|
767
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$324K
|
–
|
–
|
–
|
|
|
768
|
Summit Global Investments
Bountiful,
Utah
|
$324K
|
+$9.63K
|
+42
|
+3%
|
|
|
769
|
Donalies Financial Planning
Washington,
District of Columbia
|
$323K
|
+$458
|
+2
|
+0.2%
|
|
|
770
|
Midway Capital Research & Management
Chicago,
Illinois
|
$320K
|
–
|
–
|
–
|
|
|
771
|
Beacon Advisors Holdings
Austin,
Texas
|
$320K
|
+$458
|
+2
|
+0.2%
|
|
|
772
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$318K
|
+$687
|
+3
|
+0.2%
|
|
|
773
|
NBT Bank
Norwich,
New York
|
$318K
|
–
|
–
|
–
|
|
|
774
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$318K
|
–
|
–
|
–
|
|
|
775
|
Liberty Capital Management
Birmingham,
Michigan
|
$318K
|
+$296K
|
+1,292
|
New
|
|
