|
176
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$523K
|
+$78.3K
|
+4,125
|
+18%
|
|
|
177
|
Snowden Capital Advisors
New York
|
$514K
|
-$100K
|
-5,277
|
-17%
|
|
|
178
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$513K
|
+$194K
|
+10,224
|
+64%
|
|
|
179
|
Cardiff Park Advisors
Carlsbad,
California
|
$509K
|
+$495K
|
+26,067
|
New
|
|
|
180
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$501K
|
–
|
–
|
–
|
|
|
181
|
Ascent Group
Virginia Beach,
Virginia
|
$501K
|
+$504K
|
+26,562
|
New
|
|
|
182
|
Personal Capital Advisors
Redwood City,
California
|
$489K
|
+$205K
|
+10,797
|
+73%
|
|
|
183
|
|
$459K
|
+$92.2K
|
+4,857
|
+26%
|
|
|
184
|
Donor Advised Charitable Giving
San Francisco,
California
|
$452K
|
+$2.11K
|
+111
|
+0.5%
|
|
|
185
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$452K
|
+$2.11K
|
+111
|
+0.5%
|
|
|
186
|
Comerica Bank
Dallas,
Texas
|
$451K
|
-$165K
|
-8,673
|
-27%
|
|
|
187
|
Arete Wealth Advisors
Chicago,
Illinois
|
$445K
|
+$15.7K
|
+828
|
+4%
|
|
|
188
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$443K
|
+$24.7K
|
+1,302
|
+6%
|
|
|
189
|
Focus Financial Network
Minneapolis,
Minnesota
|
$439K
|
+$426K
|
+22,443
|
New
|
|
|
190
|
Maryland Capital Management
Towson,
Maryland
|
$438K
|
+$425K
|
+22,407
|
New
|
|
|
191
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
$437K
|
+$425K
|
+22,389
|
New
|
|
|
192
|
Evanson Asset Management
Carmel,
California
|
$433K
|
–
|
–
|
–
|
|
|
193
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$431K
|
+$2.73K
|
+144
|
+0.7%
|
|
|
194
|
Vigilant Capital Management
Portland,
Maine
|
$426K
|
+$333K
|
+17,517
|
+411%
|
|
|
195
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$424K
|
+$62.7K
|
+3,300
|
+18%
|
|
|
196
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$408K
|
+$396K
|
+20,862
|
New
|
|
|
197
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$399K
|
+$114K
|
+6,000
|
+42%
|
|
|
198
|
|
$398K
|
–
|
–
|
–
|
|
|
199
|
Welch Group
Birmingham,
Alabama
|
$398K
|
+$387K
|
+20,382
|
New
|
|
|
200
|
SVB Wealth
Boston,
Massachusetts
|
$390K
|
-$17.5K
|
-924
|
-4%
|
|
