|
626
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$1.65M
|
+$1.63M
|
+15,289
|
New
|
|
|
627
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.64M
|
+$165K
|
+1,554
|
+11%
|
|
|
628
|
Moran Wealth Management
Naples,
Florida
|
$1.63M
|
+$1.6M
|
+15,043
|
New
|
|
|
629
|
KCM Investment Advisors
Greenbrae,
California
|
$1.63M
|
-$297K
|
-2,788
|
-16%
|
|
|
630
|
Tiedemann Advisors
New York
|
$1.62M
|
–
|
–
|
–
|
|
|
631
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
$1.6M
|
+$12K
|
+113
|
+0.8%
|
|
|
632
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$1.6M
|
-$50K
|
-470
|
-3%
|
|
|
633
|
Diversified Trust
Memphis,
Tennessee
|
$1.6M
|
+$162K
|
+1,520
|
+11%
|
|
|
634
|
Trinity Legacy Partners
Houston,
Texas
|
$1.59M
|
-$24.4K
|
-229
|
-2%
|
|
|
635
|
Marcum Wealth
Cleveland,
Ohio
|
$1.59M
|
-$9.9K
|
-93
|
-0.6%
|
|
|
636
|
Colony Family Offices
Charlotte,
North Carolina
|
$1.59M
|
+$276K
|
+2,595
|
+21%
|
|
|
637
|
Brighton Jones LLC
Seattle,
Washington
|
$1.59M
|
+$293K
|
+2,756
|
+23%
|
|
|
638
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$1.58M
|
+$703K
|
+6,611
|
+82%
|
|
|
639
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.57M
|
+$289K
|
+2,714
|
+23%
|
|
|
640
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$1.57M
|
-$11.2K
|
-105
|
-0.7%
|
|
|
641
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.56M
|
+$527K
|
+4,956
|
+52%
|
|
|
642
|
CIC Wealth
Rockville,
Maryland
|
$1.56M
|
+$1.54M
|
+14,450
|
New
|
|
|
643
|
Franklin Resources
San Mateo,
California
|
$1.56M
|
+$363K
|
+3,408
|
+31%
|
|
|
644
|
Gofen & Glossberg
Chicago,
Illinois
|
$1.54M
|
+$218K
|
+2,050
|
+17%
|
|
|
645
|
Allie Family Office
Miami,
Florida
|
$1.53M
|
+$328K
|
+3,082
|
+28%
|
|
|
646
|
MCF Advisors
Covington,
Kentucky
|
$1.52M
|
-$43.7K
|
-411
|
-3%
|
|
|
647
|
North Star Asset Management
Neenah,
Wisconsin
|
$1.52M
|
-$17.6K
|
-165
|
-1%
|
|
|
648
|
WhitTier Trust Company
Reno,
Nevada
|
$1.52M
|
+$24.3K
|
+228
|
+2%
|
|
|
649
|
Spire Wealth Management
Mclean,
Virginia
|
$1.51M
|
+$141K
|
+1,329
|
+10%
|
|
|
650
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$1.51M
|
+$16K
|
+150
|
+1%
|
|
