|
201
|
Ballentine Partners
Waltham,
Massachusetts
|
$3.03M
|
–
|
–
|
–
|
|
|
202
|
Callan Family Office
Radnor,
Pennsylvania
|
$2.98M
|
+$2.95M
|
+35,085
|
New
|
|
|
203
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.95M
|
-$50.3K
|
-598
|
-2%
|
|
|
204
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$2.94M
|
+$108K
|
+1,288
|
+4%
|
|
|
205
|
Clarius Group LLC
Seattle,
Washington
|
$2.93M
|
-$40.1K
|
-477
|
-1%
|
|
|
206
|
EP Wealth Advisors
Torrance,
California
|
$2.92M
|
-$637K
|
-7,564
|
-18%
|
|
|
207
|
Managed Asset Portfolios
Rochester,
Michigan
|
$2.86M
|
+$2.83M
|
+33,680
|
New
|
|
|
208
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$2.85M
|
+$876K
|
+10,405
|
+45%
|
|
|
209
|
Diversified Trust
Memphis,
Tennessee
|
$2.82M
|
+$2.1K
|
+25
|
+0.1%
|
|
|
210
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$2.74M
|
+$1.35M
|
+16,072
|
+99%
|
|
|
211
|
BSW Wealth Partners
Boulder,
Colorado
|
$2.73M
|
-$166K
|
-1,975
|
-6%
|
|
|
212
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$2.72M
|
+$363K
|
+4,318
|
+16%
|
|
|
213
|
Lee Financial
Dallas,
Texas
|
$2.69M
|
-$220K
|
-2,613
|
-8%
|
|
|
214
|
Barings
Charlotte,
North Carolina
|
$2.6M
|
+$347K
|
+4,118
|
+16%
|
|
|
215
|
St Louis Trust
Saint Louis,
Missouri
|
$2.56M
|
+$22.7K
|
+270
|
+0.9%
|
|
|
216
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$2.49M
|
-$3.51M
|
-41,718
|
-59%
|
|
|
217
|
VOYA Investment Management
Atlanta,
Georgia
|
$2.48M
|
-$1.51M
|
-17,889
|
-38%
|
|
|
218
|
Moran Wealth Management
Naples,
Florida
|
$2.46M
|
+$2.44M
|
+29,037
|
New
|
|
|
219
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.45M
|
+$183K
|
+2,179
|
+8%
|
|
|
220
|
Waddell & Associates
Memphis,
Tennessee
|
$2.43M
|
–
|
–
|
–
|
|
|
221
|
RDA Financial Network
Akron,
Iowa
|
$2.35M
|
+$4.63K
|
+55
|
+0.2%
|
|
|
222
|
SVB Wealth
Boston,
Massachusetts
|
$2.3M
|
-$488K
|
-5,795
|
-18%
|
|
|
223
|
SYM Financial Corp
Winona Lake,
Indiana
|
$2.28M
|
-$980K
|
-11,645
|
-30%
|
|
|
224
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$2.27M
|
-$1.41M
|
-16,808
|
-39%
|
|
|
225
|
Cantor Fitzgerald
New York
|
$2.25M
|
+$510K
|
+6,065
|
+30%
|
|
