|
451
|
Tolleson Wealth Management
Dallas,
Texas
|
$1.83M
|
–
|
–
|
–
|
|
|
452
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.81M
|
+$245
|
+4
|
+0%
|
|
|
453
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$1.81M
|
-$288K
|
-4,705
|
-14%
|
|
|
454
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$1.81M
|
-$37.7K
|
-616
|
-2%
|
|
|
455
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.78M
|
+$50.6K
|
+828
|
+3%
|
|
|
456
|
RhumbLine Advisers
Boston,
Massachusetts
|
$1.78M
|
–
|
–
|
–
|
|
|
457
|
Intrust Bank
Wichita,
Kansas
|
$1.78M
|
-$330K
|
-5,392
|
-16%
|
|
|
458
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$1.77M
|
-$64.4K
|
-1,053
|
-4%
|
|
|
459
|
SVB Wealth
Boston,
Massachusetts
|
$1.77M
|
-$586K
|
-9,592
|
-26%
|
|
|
460
|
Bowman & Company
Oshkosh,
Wisconsin
|
$1.74M
|
–
|
–
|
–
|
|
|
461
|
Procyon Advisors
Shelton,
Connecticut
|
$1.73M
|
-$56.4K
|
-922
|
-3%
|
|
|
462
|
Prospera Financial Services
Dallas,
Texas
|
$1.73M
|
-$2.14K
|
-35
|
-0.1%
|
|
|
463
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.72M
|
-$15K
|
-245
|
-0.9%
|
|
|
464
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$1.69M
|
-$79K
|
-1,293
|
-5%
|
|
|
465
|
Kapstone Financial Advisors
Lebanon,
Ohio
|
$1.69M
|
+$36.9K
|
+603
|
+2%
|
|
|
466
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$1.69M
|
–
|
–
|
–
|
|
|
467
|
IHT Wealth Management
Chicago,
Illinois
|
$1.68M
|
-$24.7K
|
-404
|
-2%
|
|
|
468
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.68M
|
-$18.3K
|
-299
|
-1%
|
|
|
469
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$1.68M
|
–
|
–
|
–
|
|
|
470
|
Sage Investment Advisers
Wappingers Falls,
New York
|
$1.67M
|
+$73.7K
|
+1,206
|
+5%
|
|
|
471
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$1.66M
|
+$127K
|
+2,084
|
+9%
|
|
|
472
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$1.66M
|
-$99.3K
|
-1,625
|
-6%
|
|
|
473
|
United Services Automobile Association
San Antonio,
Texas
|
$1.65M
|
–
|
–
|
–
|
|
|
474
|
Institute for Wealth Management
Denver,
Colorado
|
$1.65M
|
-$48K
|
-786
|
-3%
|
|
|
475
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$1.63M
|
+$252K
|
+4,129
|
+19%
|
|
