|
226
|
SVB Wealth
Boston,
Massachusetts
|
$1.58M
|
-$259K
|
-2,755
|
-14%
|
|
|
227
|
Mather Group
Chicago,
Illinois
|
$1.49M
|
-$237K
|
-2,527
|
-14%
|
|
|
228
|
TFO Wealth Partners
Maumee,
Ohio
|
$1.47M
|
-$1.04M
|
-11,038
|
-42%
|
|
|
229
|
Scotia Capital
Toronto,
Ontario, Canada
|
$1.46M
|
-$196K
|
-2,088
|
-12%
|
|
|
230
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.45M
|
-$9.93M
|
-105,686
|
-87%
|
|
|
231
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.38M
|
–
|
–
|
–
|
|
|
232
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$1.36M
|
-$285K
|
-3,035
|
-17%
|
|
|
233
|
D.J. St. Germain
Springfield,
Massachusetts
|
$1.34M
|
–
|
–
|
–
|
|
|
234
|
Credit Suisse
Zurich,
Switzerland
|
$1.31M
|
+$508K
|
+5,409
|
+65%
|
|
|
235
|
Golden State Wealth Management
Santa Ana,
California
|
$1.29M
|
+$10.2K
|
+109
|
+0.8%
|
|
|
236
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$1.28M
|
+$1.27M
|
+13,500
|
New
|
|
|
237
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$1.25M
|
+$2.07K
|
+22
|
+0.2%
|
|
|
238
|
Summit Trail Advisors
New York
|
$1.23M
|
+$376
|
+4
|
+0%
|
|
|
239
|
Fisher Asset Management
Camas,
Washington
|
$1.22M
|
-$709K
|
-7,542
|
-37%
|
|
|
240
|
SEI Investments
Oaks,
Pennsylvania
|
$1.22M
|
-$600K
|
-6,389
|
-33%
|
|
|
241
|
Edge Capital Group
Atlanta,
Georgia
|
$1.2M
|
-$4.86M
|
-51,714
|
-80%
|
|
|
242
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$1.19M
|
+$87.6K
|
+932
|
+8%
|
|
|
243
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.16M
|
+$19.3K
|
+205
|
+2%
|
|
|
244
|
SYM Financial Corp
Winona Lake,
Indiana
|
$1.15M
|
-$32.9K
|
-350
|
-3%
|
|
|
245
|
Disciplina Capital Management
Nashville,
Tennessee
|
$1.14M
|
+$94.6K
|
+1,007
|
+9%
|
|
|
246
|
Franklin Resources
San Mateo,
California
|
$1.11M
|
-$36.5M
|
-388,795
|
-97%
|
|
|
247
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.08M
|
-$188K
|
-2,001
|
-15%
|
|
|
248
|
Summit Global Investments
Bountiful,
Utah
|
$1.06M
|
+$1.04M
|
+11,106
|
New
|
|
|
249
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.02M
|
+$1M
|
+10,684
|
New
|
|
|
250
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$1M
|
–
|
–
|
–
|
|
