|
326
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$6.41M
|
+$228K
|
+3,660
|
+3%
|
|
|
327
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$6.4M
|
-$267K
|
-4,288
|
-4%
|
|
|
328
|
Choreo LLC
Rockford,
Illinois
|
$6.37M
|
-$618K
|
-9,908
|
-8%
|
|
|
329
|
First Western Trust Bank
Denver,
Colorado
|
$6.36M
|
-$211K
|
-3,378
|
-3%
|
|
|
330
|
Tolleson Wealth Management
Dallas,
Texas
|
$6.33M
|
-$113K
|
-1,806
|
-2%
|
|
|
331
|
First National Trust
Hermitage,
Pennsylvania
|
$6.32M
|
-$725K
|
-11,639
|
-9%
|
|
|
332
|
BOK Financial Private Wealth
Denver,
Colorado
|
$6.26M
|
+$1.34M
|
+21,473
|
+24%
|
|
|
333
|
Advisory Services Network
Atlanta,
Georgia
|
$6.23M
|
+$214K
|
+3,432
|
+3%
|
|
|
334
|
Orin Green Financial
San Diego,
California
|
$6.2M
|
-$563K
|
-9,040
|
-8%
|
|
|
335
|
Venture Visionary Partners
Sylvania,
Ohio
|
$6.19M
|
+$90.2K
|
+1,448
|
+1%
|
|
|
336
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.17M
|
+$2.36M
|
+37,884
|
+52%
|
|
|
337
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$6.13M
|
-$56.5K
|
-907
|
-0.8%
|
|
|
338
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$6.13M
|
-$96.6K
|
-1,550
|
-1%
|
|
|
339
|
Pitti Group Wealth Management
Victor,
New York
|
$6.11M
|
+$95.1K
|
+1,526
|
+1%
|
|
|
340
|
Diversified Trust
Memphis,
Tennessee
|
$6.11M
|
+$475K
|
+7,623
|
+8%
|
|
|
341
|
Clearstead Advisors
Cleveland,
Ohio
|
$6.09M
|
-$443K
|
-7,115
|
-6%
|
|
|
342
|
Powell Investment Advisors
Miami,
Florida
|
$6.03M
|
+$120K
|
+1,926
|
+2%
|
|
|
343
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$5.96M
|
-$4.71M
|
-75,578
|
-42%
|
|
|
344
|
Pure Financial Advisors
San Diego,
California
|
$5.93M
|
-$386K
|
-6,186
|
-6%
|
|
|
345
|
Citizens Business Bank
Ontario,
California
|
$5.92M
|
-$4.4M
|
-70,530
|
-40%
|
|
|
346
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$5.91M
|
-$136K
|
-2,189
|
-2%
|
|
|
347
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$5.86M
|
-$147K
|
-2,353
|
-2%
|
|
|
348
|
NEPC LLC
Boston,
Massachusetts
|
$5.79M
|
–
|
–
|
–
|
|
|
349
|
Oxford Financial Group
Carmel,
Indiana
|
$5.77M
|
+$4.91M
|
+78,788
|
+325%
|
|
|
350
|
Tarbox Family Office
Newport Beach,
California
|
$5.76M
|
–
|
–
|
–
|
|
