|
226
|
WMS Partners
Towson,
Maryland
|
$2.22M
|
–
|
–
|
–
|
|
|
227
|
TrueWealth LLC
Atlanta,
Georgia
|
$2.16M
|
+$9.49K
|
+63
|
+0.4%
|
|
|
228
|
Simmons Bank
Pine Bluff,
Arkansas
|
$2.05M
|
-$40.7K
|
-270
|
-2%
|
|
|
229
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$2.02M
|
-$105K
|
-697
|
-5%
|
|
|
230
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$2.01M
|
–
|
–
|
–
|
|
|
231
|
Manchester Capital Management
Manchester,
Vermont
|
$1.99M
|
–
|
–
|
–
|
|
|
232
|
Bank of the West
Monterey Park,
California
|
$1.98M
|
–
|
–
|
–
|
|
|
233
|
Abacus Planning Group
Columbia,
South Carolina
|
$1.98M
|
-$345K
|
-2,289
|
-15%
|
|
|
234
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.95M
|
-$146K
|
-970
|
-7%
|
|
|
235
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.93M
|
+$6.78K
|
+45
|
+0.4%
|
|
|
236
|
KeyBank National Association
Cleveland,
Ohio
|
$1.9M
|
-$60.3K
|
-400
|
-3%
|
|
|
237
|
Capital Fund Management (CFM)
Paris,
France
|
$1.9M
|
+$889K
|
+5,900
|
+90%
|
|
|
238
|
Parallel Advisors
San Francisco,
California
|
$1.88M
|
-$833K
|
-5,531
|
-31%
|
|
|
239
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.88M
|
+$85.9K
|
+570
|
+5%
|
|
|
240
|
Barclays
London,
United Kingdom
|
$1.86M
|
-$432K
|
-2,866
|
-19%
|
|
|
241
|
Regions Financial Corp
Birmingham,
Alabama
|
$1.86M
|
-$1.15M
|
-7,631
|
-38%
|
|
|
242
|
GHP Investment Advisors
Denver,
Colorado
|
$1.86M
|
-$630K
|
-4,180
|
-25%
|
|
|
243
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$1.85M
|
+$135K
|
+895
|
+8%
|
|
|
244
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$1.83M
|
–
|
–
|
–
|
|
|
245
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$1.82M
|
–
|
–
|
–
|
|
|
246
|
Evensky & Katz
Coral Gables,
Florida
|
$1.82M
|
–
|
–
|
–
|
|
|
247
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$1.81M
|
-$38.4K
|
-255
|
-2%
|
|
|
248
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$1.8M
|
-$44.7K
|
-297
|
-2%
|
|
|
249
|
Fort Point Capital Partners
San Francisco,
California
|
$1.78M
|
-$61.9K
|
-411
|
-3%
|
|
|
250
|
Accredited Investors
Edina,
Minnesota
|
$1.75M
|
-$109K
|
-721
|
-6%
|
|
