|
76
|
SVB Wealth
Boston,
Massachusetts
|
$760K
|
-$80.7K
|
-1,310
|
-9%
|
|
|
77
|
WesBanco Bank
Wheeling,
West Virginia
|
$748K
|
+$760K
|
+12,330
|
New
|
|
|
78
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$731K
|
+$97.8K
|
+1,587
|
+15%
|
|
|
79
|
Ameriprise
Minneapolis,
Minnesota
|
$674K
|
+$169K
|
+2,737
|
+33%
|
|
|
80
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$665K
|
-$90.5K
|
-1,469
|
-12%
|
|
|
81
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$610K
|
+$620K
|
+10,065
|
New
|
|
|
82
|
Mission Wealth Management
Santa Barbara,
California
|
$607K
|
-$38.6K
|
-626
|
-6%
|
|
|
83
|
Column Capital Advisors
Indianapolis,
Indiana
|
$606K
|
–
|
–
|
–
|
|
|
84
|
tru Independence
Portland,
Oregon
|
$606K
|
–
|
–
|
–
|
|
|
85
|
Empirical Wealth Management
Seattle,
Washington
|
$545K
|
-$21.6K
|
-351
|
-4%
|
|
|
86
|
Parsons Capital Management
Providence,
Rhode Island
|
$538K
|
+$547K
|
+8,880
|
New
|
|
|
87
|
Cresset Asset Management
Chicago,
Illinois
|
$500K
|
+$508K
|
+8,249
|
New
|
|
|
88
|
Venturi Wealth Management
Austin,
Texas
|
$493K
|
–
|
–
|
–
|
|
|
89
|
Quest Investment Management
Lake Oswego,
Oregon
|
$474K
|
+$482K
|
+7,814
|
New
|
|
|
90
|
55I LLC
Boston,
Massachusetts
|
$452K
|
+$460K
|
+7,459
|
New
|
|
|
91
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$441K
|
+$448K
|
+7,266
|
New
|
|
|
92
|
Campion Asset Management
Falls Church,
Virginia
|
$433K
|
+$440K
|
+7,135
|
New
|
|
|
93
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$419K
|
+$15.4K
|
+250
|
+4%
|
|
|
94
|
TFO Wealth Partners
Maumee,
Ohio
|
$418K
|
+$424K
|
+6,886
|
New
|
|
|
95
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$408K
|
+$172K
|
+2,787
|
+71%
|
|
|
96
|
|
$403K
|
–
|
–
|
–
|
|
|
97
|
Truepoint Inc
Cincinnati,
Ohio
|
$402K
|
–
|
–
|
–
|
|
|
98
|
Intrust Bank
Wichita,
Kansas
|
$393K
|
+$399K
|
+6,476
|
New
|
|
|
99
|
Regal Investment Advisors
Kentwood,
Michigan
|
$383K
|
-$267K
|
-4,332
|
-41%
|
|
|
100
|
Bogart Wealth LLC
Mclean,
Virginia
|
$375K
|
+$382K
|
+6,191
|
New
|
|
