|
226
|
Franklin Resources
San Mateo,
California
|
$2.02M
|
-$758K
|
-7,605
|
-27%
|
|
|
227
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$1.97M
|
–
|
–
|
–
|
|
|
228
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$1.95M
|
+$287K
|
+2,876
|
+17%
|
|
|
229
|
Roth Financial Partners
Kingwood,
Texas
|
$1.92M
|
–
|
–
|
–
|
|
|
230
|
Catalyst Private Wealth
San Mateo,
California
|
$1.91M
|
+$190K
|
+1,905
|
+11%
|
|
|
231
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1.85M
|
-$19.9K
|
-200
|
-1%
|
|
|
232
|
Apeiron RIA
Dallas,
Texas
|
$1.85M
|
-$1.2K
|
-12
|
-0.1%
|
|
|
233
|
William Blair & Company
Chicago,
Illinois
|
$1.84M
|
-$12K
|
-120
|
-0.6%
|
|
|
234
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.82M
|
-$87.6K
|
-879
|
-5%
|
|
|
235
|
Astoria Strategic Wealth
Conroe,
Texas
|
$1.82M
|
–
|
–
|
–
|
|
|
236
|
Capital Research Global Investors
Los Angeles,
California
|
$1.8M
|
-$2.76M
|
-27,735
|
-61%
|
|
|
237
|
KCM Investment Advisors
Greenbrae,
California
|
$1.77M
|
–
|
–
|
–
|
|
|
238
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$1.77M
|
–
|
–
|
–
|
|
|
239
|
Mercer Global Advisors
Denver,
Colorado
|
$1.71M
|
+$9.46K
|
+95
|
+0.6%
|
|
|
240
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$1.68M
|
+$86.4K
|
+867
|
+5%
|
|
|
241
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$1.68M
|
-$12K
|
-120
|
-0.7%
|
|
|
242
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.66M
|
+$551K
|
+5,527
|
+50%
|
|
|
243
|
Scotia Capital
Toronto,
Ontario, Canada
|
$1.62M
|
-$3.88M
|
-38,932
|
-71%
|
|
|
244
|
Arkos Global Advisors
Houston,
Texas
|
$1.59M
|
-$850K
|
-8,535
|
-35%
|
|
|
245
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.59M
|
+$5.08K
|
+51
|
+0.3%
|
|
|
246
|
Schroder Investment Management Group
London,
United Kingdom
|
$1.59M
|
+$1.59M
|
+15,920
|
New
|
|
|
247
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$1.59M
|
–
|
–
|
–
|
|
|
248
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.57M
|
-$996K
|
-10,000
|
-39%
|
|
|
249
|
MML Investors Services
Springfield,
Massachusetts
|
$1.52M
|
-$757K
|
-7,595
|
-33%
|
|
|
250
|
Golden State Wealth Management
Santa Ana,
California
|
$1.49M
|
+$15.9K
|
+160
|
+1%
|
|
