|
176
|
Lake Point Wealth Management
Rockwall,
Texas
|
$3.42M
|
+$3.67M
|
+38,282
|
New
|
|
|
177
|
Prospera Financial Services
Dallas,
Texas
|
$3.42M
|
+$2.26M
|
+23,639
|
+162%
|
|
|
178
|
Geneos Wealth Management
Englewood,
Colorado
|
$3.41M
|
+$204K
|
+2,127
|
+6%
|
|
|
179
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$3.4M
|
-$130K
|
-1,360
|
-3%
|
|
|
180
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$3.34M
|
-$524K
|
-5,471
|
-13%
|
|
|
181
|
Franklin Resources
San Mateo,
California
|
$3.26M
|
-$81.4K
|
-850
|
-2%
|
|
|
182
|
Pinnacle Associates
New York
|
$3.26M
|
-$43.2K
|
-451
|
-1%
|
|
|
183
|
Rainier Group Investment Advisory
Bellevue,
Washington
|
$3.24M
|
-$163K
|
-1,700
|
-4%
|
|
|
184
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$3.24M
|
+$2.12M
|
+22,112
|
+156%
|
|
|
185
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$3.2M
|
+$74.1K
|
+774
|
+2%
|
|
|
186
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$3.16M
|
+$60.1K
|
+627
|
+2%
|
|
|
187
|
|
$3.13M
|
-$9K
|
-94
|
-0.3%
|
|
|
188
|
Whittier Trust
South Pasadena,
California
|
$3.06M
|
-$107K
|
-1,113
|
-3%
|
|
|
189
|
Albion Financial Group
Salt Lake City,
Utah
|
$3.04M
|
–
|
–
|
–
|
|
|
190
|
|
$3.04M
|
–
|
–
|
–
|
|
|
191
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$3M
|
-$158K
|
-1,652
|
-5%
|
|
|
192
|
Vivaldi Capital Management
Chicago,
Illinois
|
$2.97M
|
+$824K
|
+8,598
|
+35%
|
|
|
193
|
Level Four Advisory Services
Dallas,
Texas
|
$2.93M
|
-$27.8K
|
-290
|
-0.9%
|
|
|
194
|
BBVA USA Bancshares
Houston,
Texas
|
$2.9M
|
-$126K
|
-1,318
|
-4%
|
|
|
195
|
Brown Advisory
Baltimore,
Maryland
|
$2.88M
|
+$527K
|
+5,499
|
+21%
|
|
|
196
|
Parallel Advisors
San Francisco,
California
|
$2.87M
|
+$119K
|
+1,240
|
+4%
|
|
|
197
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.85M
|
+$297K
|
+3,100
|
+11%
|
|
|
198
|
Nikulski Financial
Bettendorf,
Iowa
|
$2.81M
|
-$76.5K
|
-799
|
-2%
|
|
|
199
|
Raymond James Trust
St. Petersburg,
Florida
|
$2.79M
|
+$25.4K
|
+265
|
+0.9%
|
|
|
200
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$2.79M
|
–
|
–
|
–
|
|
