|
201
|
SVB Wealth
Boston,
Massachusetts
|
$17.4M
|
+$4.43M
|
+85,781
|
+32%
|
|
|
202
|
55I LLC
Boston,
Massachusetts
|
$17.1M
|
+$697K
|
+13,482
|
+4%
|
|
|
203
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$17M
|
+$2.2M
|
+42,499
|
+14%
|
|
|
204
|
Cobblestone Capital Advisors
Rochester,
New York
|
$16.9M
|
+$24.6K
|
+476
|
+0.1%
|
|
|
205
|
Connectus Wealth
Cincinnati,
Ohio
|
$16.7M
|
+$6.97M
|
+134,833
|
+66%
|
|
|
206
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$16.6M
|
+$15.9M
|
+308,458
|
+1,014%
|
|
|
207
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$16.5M
|
+$1.11M
|
+21,527
|
+7%
|
|
|
208
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16.5M
|
-$2.73M
|
-52,921
|
-14%
|
|
|
209
|
GDS Wealth Management
Flower Mound,
Texas
|
$16.2M
|
+$2.04M
|
+39,527
|
+14%
|
|
|
210
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$16M
|
+$895K
|
+17,322
|
+6%
|
|
|
211
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$16M
|
-$3.51M
|
-67,845
|
-17%
|
|
|
212
|
Telemus Capital
Southfield,
Michigan
|
$16M
|
+$16.3M
|
+315,886
|
+3,229%
|
|
|
213
|
Beacon Pointe Advisors
Newport Beach,
California
|
$15.9M
|
-$3.16M
|
-61,092
|
-16%
|
|
|
214
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$15.9M
|
+$603K
|
+11,662
|
+4%
|
|
|
215
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$15.9M
|
-$961M
|
-18,596,365
|
-98%
|
|
|
216
|
Abound Wealth Management
Franklin,
Tennessee
|
$15.9M
|
+$7.16M
|
+138,656
|
+75%
|
|
|
217
|
InterOcean Capital Group
Nashville,
Tennessee
|
$15.8M
|
-$578K
|
-11,195
|
-3%
|
|
|
218
|
Bank of Hawaii
Honolulu,
Hawaii
|
$15.8M
|
+$3.2M
|
+61,895
|
+24%
|
|
|
219
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$15.7M
|
+$893K
|
+17,288
|
+6%
|
|
|
220
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$15.6M
|
+$4.21M
|
+81,542
|
+34%
|
|
|
221
|
Spire Wealth Management
Mclean,
Virginia
|
$15.6M
|
-$8.43M
|
-163,153
|
-34%
|
|
|
222
|
Avantax Planning Partners
Dubuque,
Iowa
|
$15.6M
|
-$6.51M
|
-125,917
|
-28%
|
|
|
223
|
Daniels + Tansey
Wilmington,
Delaware
|
$15.5M
|
+$66.3K
|
+1,283
|
+0.4%
|
|
|
224
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$15.4M
|
+$22.9K
|
+444
|
+0.1%
|
|
|
225
|
Washington Trust
Westerly,
Rhode Island
|
$15.4M
|
-$540K
|
-10,459
|
-3%
|
|
