|
226
|
SVB Wealth
Boston,
Massachusetts
|
$11.1M
|
+$1.48M
|
+9,905
|
+16%
|
|
|
227
|
Natixis Advisors
Boston,
Massachusetts
|
$11.1M
|
+$2.11M
|
+14,111
|
+24%
|
|
|
228
|
BOK Financial
Tulsa,
Oklahoma
|
$11M
|
+$985K
|
+6,577
|
+10%
|
|
|
229
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$10.8M
|
-$119K
|
-794
|
-1%
|
|
|
230
|
Investment Partners
New Philadelphia,
Ohio
|
$10.8M
|
-$107K
|
-716
|
-1%
|
|
|
231
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$10.7M
|
+$2.27M
|
+15,174
|
+27%
|
|
|
232
|
Newport Capital Group
Red Bank,
New Jersey
|
$10.6M
|
-$10M
|
-66,940
|
-49%
|
|
|
233
|
VOYA Investment Management
Atlanta,
Georgia
|
$10.6M
|
-$3.77M
|
-25,167
|
-26%
|
|
|
234
|
HB Wealth Management
Atlanta,
Georgia
|
$10.5M
|
+$2.83M
|
+18,914
|
+37%
|
|
|
235
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$10.5M
|
+$10.4M
|
+69,496
|
New
|
|
|
236
|
Montecito Bank & Trust
Santa Barbara,
California
|
$10.5M
|
-$58.7K
|
-392
|
-0.6%
|
|
|
237
|
Avantax Advisory Services
Dallas,
Texas
|
$10.3M
|
+$3.65M
|
+24,351
|
+56%
|
|
|
238
|
State Street
Boston,
Massachusetts
|
$10.2M
|
-$147K
|
-982
|
-1%
|
|
|
239
|
Prism Advisors
Studio City,
California
|
$9.9M
|
-$287K
|
-1,914
|
-3%
|
|
|
240
|
Comerica Securities
Detroit,
Michigan
|
$9.87M
|
-$565K
|
-3,772
|
-5%
|
|
|
241
|
HMS Capital Management
Nashville,
Tennessee
|
$9.41M
|
-$1.37M
|
-9,163
|
-13%
|
|
|
242
|
XML Financial
Bethesda,
Maryland
|
$9.4M
|
+$193K
|
+1,289
|
+2%
|
|
|
243
|
Montag & Associates
Atlanta,
Georgia
|
$9.34M
|
+$1.52M
|
+10,136
|
+20%
|
|
|
244
|
Beacon Pointe Advisors
Newport Beach,
California
|
$9.33M
|
+$2.27M
|
+15,169
|
+33%
|
|
|
245
|
Westshore Wealth
Newport Beach,
California
|
$9.32M
|
+$735K
|
+4,911
|
+9%
|
|
|
246
|
NWAM LLC
Mercer Island,
Washington
|
$9.25M
|
-$5.54K
|
-37
|
-0.1%
|
|
|
247
|
Confluence Investment Management
St. Louis,
Missouri
|
$9.05M
|
+$8.24M
|
+55,035
|
+1,178%
|
|
|
248
|
RhumbLine Advisers
Boston,
Massachusetts
|
$9.03M
|
-$3.16M
|
-21,140
|
-26%
|
|
|
249
|
Linscomb Wealth
Houston,
Texas
|
$8.92M
|
+$60.3K
|
+403
|
+0.7%
|
|
|
250
|
Breakwater Capital Group
Paramus,
New Jersey
|
$8.88M
|
+$8.76M
|
+58,523
|
New
|
|
