|
201
|
Destination Wealth Management
Walnut Creek,
California
|
$2.47M
|
+$2.49M
|
+30,578
|
New
|
|
|
202
|
Vicus Capital
State College,
Pennsylvania
|
$2.43M
|
+$2.06M
|
+25,332
|
+528%
|
|
|
203
|
Wealthfront
Palo Alto,
California
|
$2.38M
|
-$753K
|
-9,259
|
-24%
|
|
|
204
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$2.36M
|
-$10.4M
|
-127,905
|
-81%
|
|
|
205
|
Gould Asset Management
Claremont,
California
|
$2.34M
|
-$487K
|
-5,989
|
-17%
|
|
|
206
|
Jackson Wealth Management
Lake Mary,
Florida
|
$2.31M
|
+$126K
|
+1,549
|
+6%
|
|
|
207
|
UMB Bank
Kansas City,
Missouri
|
$2.23M
|
+$2.24M
|
+27,567
|
New
|
|
|
208
|
SVA Wealth Management
Madison,
Wisconsin
|
$2.19M
|
+$299K
|
+3,676
|
+16%
|
|
|
209
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.18M
|
+$519K
|
+6,381
|
+31%
|
|
|
210
|
Aspiriant LLC
Los Angeles,
California
|
$2.18M
|
-$30.6K
|
-376
|
-1%
|
|
|
211
|
Wolverine Asset Management
Chicago,
Illinois
|
$2.17M
|
+$2.19M
|
+26,879
|
New
|
|
|
212
|
Archford Capital Strategies
Swansea,
Illinois
|
$2.09M
|
+$2.06M
|
+25,372
|
New
|
|
|
213
|
Rand Wealth
Baltimore,
Maryland
|
$2.06M
|
+$86.9K
|
+1,068
|
+4%
|
|
|
214
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$2.02M
|
–
|
–
|
–
|
|
|
215
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$2M
|
+$2.01M
|
+24,714
|
New
|
|
|
216
|
Fiduciary Wealth Partners
Boston,
Massachusetts
|
$1.94M
|
+$1.95M
|
+23,975
|
New
|
|
|
217
|
Coastline Trust
Providence,
Rhode Island
|
$1.93M
|
+$231K
|
+2,835
|
+13%
|
|
|
218
|
Colorado Capital Management
Boulder,
Colorado
|
$1.92M
|
+$1.94M
|
+23,786
|
New
|
|
|
219
|
Saba Capital Management
New York
|
$1.92M
|
+$1.93M
|
+23,711
|
New
|
|
|
220
|
US Bancorp
Minneapolis,
Minnesota
|
$1.9M
|
+$151K
|
+1,860
|
+9%
|
|
|
221
|
FC Advisory
West Chester,
Pennsylvania
|
$1.79M
|
+$244K
|
+3,001
|
+16%
|
|
|
222
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.79M
|
+$1.8M
|
+22,116
|
New
|
|
|
223
|
Millennium Management
New York
|
$1.76M
|
-$103K
|
-1,261
|
-5%
|
|
|
224
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.74M
|
+$576K
|
+7,076
|
+49%
|
|
|
225
|
Balentine LLC
Atlanta,
Georgia
|
$1.73M
|
+$1.75M
|
+21,446
|
New
|
|
