|
251
|
SVB Wealth
Boston,
Massachusetts
|
$5.26M
|
-$325K
|
-1,476
|
-6%
|
|
|
252
|
SigFig Wealth Management
San Francisco,
California
|
$5.24M
|
+$1.1M
|
+5,012
|
+26%
|
|
|
253
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$5.23M
|
-$25.1K
|
-114
|
-0.5%
|
|
|
254
|
Lido Advisors
Los Angeles,
California
|
$5.19M
|
+$59.9K
|
+272
|
+1%
|
|
|
255
|
Valeo Financial Advisors
Carmel,
Indiana
|
$5.19M
|
+$236K
|
+1,073
|
+5%
|
|
|
256
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$5.17M
|
+$15.6K
|
+71
|
+0.3%
|
|
|
257
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$5.09M
|
-$240K
|
-1,092
|
-5%
|
|
|
258
|
Intrua Financial
Houston,
Texas
|
$5.03M
|
-$1.14M
|
-5,190
|
-19%
|
|
|
259
|
Avantax Advisory Services
Dallas,
Texas
|
$5M
|
-$7.32M
|
-33,243
|
-60%
|
|
|
260
|
Klingman & Associates
New York
|
$4.98M
|
–
|
–
|
–
|
|
|
261
|
Pacific Capital Wealth Advisors
Corona,
California
|
$4.83M
|
–
|
–
|
–
|
|
|
262
|
Chilton Investment Company
Stamford,
Connecticut
|
$4.79M
|
–
|
–
|
–
|
|
|
263
|
Texas Capital Bancshares
Dallas,
Texas
|
$4.75M
|
-$958K
|
-4,355
|
-17%
|
|
|
264
|
Destination Wealth Management
Walnut Creek,
California
|
$4.61M
|
+$73.9K
|
+336
|
+2%
|
|
|
265
|
|
$4.56M
|
+$452K
|
+2,055
|
+11%
|
|
|
266
|
WealthSource Partners
San Luis Obispo,
California
|
$4.49M
|
+$303K
|
+1,376
|
+7%
|
|
|
267
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$4.48M
|
-$131K
|
-596
|
-3%
|
|
|
268
|
Linscomb Wealth
Houston,
Texas
|
$4.46M
|
-$293K
|
-1,332
|
-6%
|
|
|
269
|
Old National Bancorp
Evansville,
Indiana
|
$4.46M
|
-$11.2K
|
-51
|
-0.3%
|
|
|
270
|
Barclays
London,
United Kingdom
|
$4.45M
|
+$4.35M
|
+19,759
|
New
|
|
|
271
|
Baker Avenue Asset Management
San Francisco,
California
|
$4.4M
|
-$837K
|
-3,804
|
-16%
|
|
|
272
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$4.4M
|
+$29.9K
|
+136
|
+0.7%
|
|
|
273
|
Rockefeller Capital Management
New York
|
$4.38M
|
+$72K
|
+327
|
+2%
|
|
|
274
|
Bensler
Bellevue,
Washington
|
$4.37M
|
-$5.94K
|
-27
|
-0.1%
|
|
|
275
|
Avidian Wealth Enterprises
Houston,
Texas
|
$4.34M
|
+$381K
|
+1,729
|
+10%
|
|
