|
126
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$382K
|
–
|
–
|
–
|
|
|
127
|
1900 Wealth Management
San Antonio,
Texas
|
$381K
|
–
|
–
|
–
|
|
|
128
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$367K
|
+$15.3K
|
+178
|
+5%
|
|
|
129
|
US Bancorp
Minneapolis,
Minnesota
|
$354K
|
–
|
–
|
–
|
|
|
130
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$347K
|
+$1.72K
|
+20
|
+0.5%
|
|
|
131
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$332K
|
+$2.32K
|
+27
|
+0.8%
|
|
|
132
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$325K
|
–
|
–
|
–
|
|
|
133
|
Cambridge Trust
Cambridge,
Massachusetts
|
$323K
|
–
|
–
|
–
|
|
|
134
|
1ST Source Bank
South Bend,
Indiana
|
$320K
|
–
|
–
|
–
|
|
|
135
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$308K
|
-$7.05K
|
-82
|
-2%
|
|
|
136
|
Beacon Pointe Advisors
Newport Beach,
California
|
$304K
|
+$33.4K
|
+389
|
+14%
|
|
|
137
|
R.M. Davis Inc
Portland,
Maine
|
$303K
|
–
|
–
|
–
|
|
|
138
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$303K
|
–
|
–
|
–
|
|
|
139
|
Pinnacle Associates
New York
|
$293K
|
–
|
–
|
–
|
|
|
140
|
Embree Financial Group
Chicago,
Illinois
|
$287K
|
+$263K
|
+3,056
|
New
|
|
|
141
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$286K
|
+$262K
|
+3,044
|
New
|
|
|
142
|
Chemistry Wealth Management
New York
|
$286K
|
+$261K
|
+3,040
|
New
|
|
|
143
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$280K
|
+$40.8K
|
+475
|
+19%
|
|
|
144
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$275K
|
-$10.7K
|
-125
|
-4%
|
|
|
145
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$274K
|
–
|
–
|
–
|
|
|
146
|
IHT Wealth Management
Chicago,
Illinois
|
$273K
|
-$34.5K
|
-401
|
-12%
|
|
|
147
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$273K
|
–
|
–
|
–
|
|
|
148
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$266K
|
–
|
–
|
–
|
|
|
149
|
TD Private Client Wealth
New York
|
$259K
|
+$68.3K
|
+795
|
+41%
|
|
|
150
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$248K
|
-$946
|
-11
|
-0.4%
|
|
