|
276
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$234K
|
+$236K
|
+12,346
|
New
|
|
|
277
|
Montag & Associates
Atlanta,
Georgia
|
$229K
|
-$164K
|
-8,550
|
-41%
|
|
|
278
|
Optimum Investment Advisors
Chicago,
Illinois
|
$229K
|
–
|
–
|
–
|
|
|
279
|
ACG Wealth
Atlanta,
Georgia
|
$228K
|
+$230K
|
+12,032
|
New
|
|
|
280
|
Cerity Partners OCIO
New York
|
$226K
|
+$228K
|
+11,914
|
New
|
|
|
281
|
LVM Capital Management
Portage,
Michigan
|
$224K
|
-$28.5K
|
-1,490
|
-11%
|
|
|
282
|
Fidelity Investments
Boston,
Massachusetts
|
$221K
|
-$2M
|
-104,500
|
-90%
|
|
|
283
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$217K
|
-$81.1K
|
-4,240
|
-27%
|
|
|
284
|
Elm Advisors
Burlingame,
California
|
$216K
|
+$218K
|
+11,400
|
New
|
|
|
285
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$214K
|
+$216K
|
+11,286
|
New
|
|
|
286
|
MCF Advisors
Covington,
Kentucky
|
$211K
|
+$67.6K
|
+3,536
|
+53%
|
|
|
287
|
Aspiriant Holdings S3
Los Angeles,
California
|
$201K
|
-$45.9K
|
-2,400
|
-18%
|
|
|
288
|
Bank of Kentucky
Crestview Hills,,
Kentucky
|
$198K
|
+$18.7K
|
+978
|
+10%
|
|
|
289
|
Kessler Investment Group
Columbus,
Indiana
|
$197K
|
+$198K
|
+10,376
|
New
|
|
|
290
|
Westport Resources Management
Westport,
Connecticut
|
$188K
|
+$72.7K
|
+3,800
|
+62%
|
|
|
291
|
Synovus Financial
Columbus,
Georgia
|
$182K
|
+$33.5K
|
+1,750
|
+22%
|
|
|
292
|
Evercore Wealth Management
New York
|
$179K
|
-$177K
|
-9,270
|
-50%
|
|
|
293
|
Holt Capital Partners
Fort Worth,
Texas
|
$176K
|
+$177K
|
+9,262
|
New
|
|
|
294
|
D.A. Davidson & Co
Great Falls,
Montana
|
$175K
|
+$170K
|
+8,866
|
+2,217%
|
|
|
295
|
Gary Goldberg Planning Services
Suffern,
New York
|
$150K
|
+$880
|
+46
|
+0.6%
|
|
|
296
|
CapWealth Advisors
Franklin,
Tennessee
|
$149K
|
-$24.3K
|
-1,270
|
-14%
|
|
|
297
|
Private Trust Company
Cleveland,
Ohio
|
$135K
|
-$52.4K
|
-2,738
|
-28%
|
|
|
298
|
Cowen Prime Advisors
New York
|
$130K
|
-$1.15K
|
-60
|
-0.9%
|
|
|
299
|
Guggenheim Capital
Chicago,
Illinois
|
$129K
|
-$20.9K
|
-1,092
|
-14%
|
|
|
300
|
Private Ocean
San Rafael,
California
|
$128K
|
+$129K
|
+6,734
|
New
|
|
