|
151
|
BOK Financial
Tulsa,
Oklahoma
|
$12.9M
|
+$295K
|
+8,303
|
+2%
|
|
|
152
|
Meridian Wealth Advisors
Austin,
Texas
|
$12.8M
|
+$421K
|
+11,844
|
+3%
|
|
|
153
|
Oppenheimer Asset Management
New York
|
$12.7M
|
-$174K
|
-4,888
|
-1%
|
|
|
154
|
Vision Capital Management
Portland,
Oregon
|
$12.6M
|
+$133K
|
+3,725
|
+1%
|
|
|
155
|
Atria Wealth Solutions
New York
|
$12.5M
|
+$2.57M
|
+72,353
|
+25%
|
|
|
156
|
Osborne Partners Capital Management
San Francisco,
California
|
$12.3M
|
-$565K
|
-15,879
|
-4%
|
|
|
157
|
Comerica Bank
Dallas,
Texas
|
$12M
|
+$12.8M
|
+358,587
|
+3,624%
|
|
|
158
|
Lake Point Wealth Management
Rockwall,
Texas
|
$11.8M
|
-$915K
|
-25,717
|
-7%
|
|
|
159
|
American Research & Management Company
Marion,
Massachusetts
|
$11.6M
|
-$265K
|
-7,437
|
-2%
|
|
|
160
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$11.5M
|
-$11.3M
|
-317,255
|
-49%
|
|
|
161
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$11.3M
|
-$55.4K
|
-1,556
|
-0.5%
|
|
|
162
|
Cardinal Point Wealth Management Partners
Irvine,
California
|
$11.3M
|
-$291K
|
-8,174
|
-2%
|
|
|
163
|
|
$11.2M
|
+$5.38M
|
+151,154
|
+87%
|
|
|
164
|
Fifth Third Securities
Cincinnati,
Ohio
|
$11.1M
|
+$11.5M
|
+324,592
|
New
|
|
|
165
|
American Investment Services
Great Barrington,
Massachusetts
|
$11.1M
|
-$276K
|
-7,748
|
-2%
|
|
|
166
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$11M
|
+$10.6M
|
+299,361
|
+1,359%
|
|
|
167
|
Summit Trail Advisors
New York
|
$11M
|
+$11.4M
|
+320,948
|
New
|
|
|
168
|
Huntington National Bank
Columbus,
Ohio
|
$11M
|
–
|
–
|
–
|
|
|
169
|
Sentinel Trust
Houston,
Texas
|
$10.9M
|
-$32.3K
|
-908
|
-0.3%
|
|
|
170
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$10.9M
|
-$64.7K
|
-1,819
|
-0.6%
|
|
|
171
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$10.9M
|
-$948K
|
-26,645
|
-8%
|
|
|
172
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$10.8M
|
-$1.78M
|
-49,931
|
-14%
|
|
|
173
|
BFSG LLC
Irvine,
California
|
$10.7M
|
-$5.55M
|
-156,105
|
-33%
|
|
|
174
|
Capital Group Private Client Services
Los Angeles,
California
|
$10.4M
|
+$82.9K
|
+2,330
|
+0.8%
|
|
|
175
|
Morton Capital Management
Calabasas,
California
|
$10.4M
|
-$101K
|
-2,837
|
-0.9%
|
|
