|
226
|
55I LLC
Boston,
Massachusetts
|
$8.39M
|
+$3.99M
|
+53,135
|
+94%
|
|
|
227
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$8.29M
|
+$498K
|
+6,633
|
+7%
|
|
|
228
|
Howard Capital Management
Roswell,
Georgia
|
$8.23M
|
+$1.39M
|
+18,445
|
+21%
|
|
|
229
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$8.22M
|
–
|
–
|
–
|
|
|
230
|
EPG Wealth Management
Atlanta,
Georgia
|
$8.2M
|
+$448K
|
+5,958
|
+6%
|
|
|
231
|
Bank of the West
Monterey Park,
California
|
$8.11M
|
-$1.81M
|
-24,027
|
-18%
|
|
|
232
|
Cresset Asset Management
Chicago,
Illinois
|
$7.81M
|
-$260K
|
-3,464
|
-3%
|
|
|
233
|
Clear Creek Financial Management
Silverdale,
Washington
|
$7.8M
|
-$405K
|
-5,389
|
-5%
|
|
|
234
|
IEQ Capital
Foster City,
California
|
$7.8M
|
+$6.72M
|
+89,439
|
+706%
|
|
|
235
|
Mutual Advisors
Omaha,
Nebraska
|
$7.77M
|
-$7.43M
|
-98,919
|
-49%
|
|
|
236
|
Brown Advisory
Baltimore,
Maryland
|
$7.68M
|
-$545K
|
-7,256
|
-7%
|
|
|
237
|
TIAA FSB
Jacksonville,
Florida
|
$7.59M
|
-$167K
|
-2,225
|
-2%
|
|
|
238
|
SigFig Wealth Management
San Francisco,
California
|
$7.59M
|
+$7.35M
|
+97,867
|
New
|
|
|
239
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$7.58M
|
+$45.2K
|
+602
|
+0.6%
|
|
|
240
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$7.56M
|
+$5.41M
|
+71,949
|
+266%
|
|
|
241
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$7.53M
|
+$2.79M
|
+37,090
|
+60%
|
|
|
242
|
Geneos Wealth Management
Englewood,
Colorado
|
$7.53M
|
-$2.76M
|
-36,775
|
-27%
|
|
|
243
|
Advisornet Financial
Minnetonka,
Minnesota
|
$7.34M
|
+$573K
|
+7,633
|
+9%
|
|
|
244
|
Financial Management Network
Mission Viejo,
California
|
$7.22M
|
+$41K
|
+546
|
+0.6%
|
|
|
245
|
D.A. Davidson & Co
Great Falls,
Montana
|
$7.2M
|
+$970K
|
+12,911
|
+16%
|
|
|
246
|
Clearstead Advisors
Cleveland,
Ohio
|
$7.16M
|
+$2.38M
|
+31,729
|
+51%
|
|
|
247
|
|
$7.08M
|
+$6.97M
|
+92,759
|
New
|
|
|
248
|
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
|
$7.04M
|
+$453K
|
+6,032
|
+7%
|
|
|
249
|
Glovista Investments
Jersey City,
New Jersey
|
$6.95M
|
+$6.84M
|
+91,050
|
New
|
|
|
250
|
Sonata Capital Group
Seattle,
Washington
|
$6.92M
|
-$67.5K
|
-899
|
-1%
|
|
