|
326
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$10.6M
|
-$228K
|
-2,290
|
-2%
|
|
|
327
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$10.5M
|
+$220K
|
+2,204
|
+2%
|
|
|
328
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$10.3M
|
-$200K
|
-2,007
|
-2%
|
|
|
329
|
KFG Wealth Management
Granger,
Indiana
|
$10.3M
|
-$1.18M
|
-11,840
|
-10%
|
|
|
330
|
Sterling Group Wealth Management
Pasadena,
California
|
$10.3M
|
-$142K
|
-1,423
|
-1%
|
|
|
331
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$10.2M
|
+$1.88M
|
+18,815
|
+23%
|
|
|
332
|
Sovran Advisors
San Diego,
California
|
$10.1M
|
+$10.1M
|
+100,951
|
New
|
|
|
333
|
Sherman Porfolios
Coeur D'alene,
Idaho
|
$10.1M
|
+$9.9M
|
+99,263
|
New
|
|
|
334
|
EPG Wealth Management
Atlanta,
Georgia
|
$9.96M
|
-$956K
|
-9,579
|
-9%
|
|
|
335
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$9.91M
|
-$72.5K
|
-727
|
-0.7%
|
|
|
336
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$9.9M
|
+$205K
|
+2,051
|
+2%
|
|
|
337
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$9.75M
|
-$460K
|
-4,614
|
-5%
|
|
|
338
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$9.73M
|
-$201K
|
-2,011
|
-2%
|
|
|
339
|
Horizon Family Wealth
Chicago,
Illinois
|
$9.7M
|
+$171K
|
+1,719
|
+2%
|
|
|
340
|
Simon Quick Advisors
Morristown,
New Jersey
|
$9.66M
|
-$79.1K
|
-793
|
-0.8%
|
|
|
341
|
SigFig Wealth Management
San Francisco,
California
|
$9.65M
|
-$452K
|
-4,533
|
-5%
|
|
|
342
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$9.63M
|
-$111K
|
-1,108
|
-1%
|
|
|
343
|
Financial Perspectives
Minneapolis,
Minnesota
|
$9.49M
|
+$18.5K
|
+185
|
+0.2%
|
|
|
344
|
Belpointe Asset Management
Reno,
Nevada
|
$9.45M
|
+$54.4K
|
+545
|
+0.5%
|
|
|
345
|
Geneos Wealth Management
Englewood,
Colorado
|
$9.41M
|
+$22.6K
|
+227
|
+0.2%
|
|
|
346
|
Coldstream Capital Management
Bellevue,
Washington
|
$9.41M
|
-$184K
|
-1,842
|
-2%
|
|
|
347
|
Hobbs Wealth Management
Zionsville,
Indiana
|
$9.25M
|
+$9.09M
|
+91,109
|
New
|
|
|
348
|
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
|
$9.14M
|
-$3.43M
|
-34,371
|
-28%
|
|
|
349
|
Ascension Capital Advisors
Houston,
Texas
|
$9.12M
|
+$40.5K
|
+406
|
+0.5%
|
|
|
350
|
BNP Paribas Financial Markets
Paris,
France
|
$9.09M
|
-$7.26M
|
-72,791
|
-45%
|
|
