|
226
|
ticino wealth
Mission Viejo,
California
|
$2.75M
|
+$2.72M
|
+15,165
|
New
|
|
|
227
|
Alamar Capital Management
Santa Barbara,
California
|
$2.73M
|
+$25.7K
|
+143
|
+1%
|
|
|
228
|
Meramec Financial Planners
Saint Louis,
Missouri
|
$2.71M
|
+$2.43M
|
+13,553
|
New
|
|
|
229
|
Wealth Architects
Mountain View,
California
|
$2.7M
|
-$29.6K
|
-165
|
-1%
|
|
|
230
|
Atria Investments
Charlotte,
North Carolina
|
$2.67M
|
+$999K
|
+5,561
|
+60%
|
|
|
231
|
SVB Wealth
Boston,
Massachusetts
|
$2.66M
|
-$451K
|
-2,513
|
-15%
|
|
|
232
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$2.65M
|
+$150K
|
+833
|
+6%
|
|
|
233
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$2.63M
|
-$5.03K
|
-28
|
-0.2%
|
|
|
234
|
First Foundation Advisors
Irvine,
California
|
$2.63M
|
+$119K
|
+665
|
+5%
|
|
|
235
|
Grimes & Company
Westborough,
Massachusetts
|
$2.61M
|
-$242K
|
-1,347
|
-9%
|
|
|
236
|
Klingman & Associates
New York
|
$2.59M
|
+$243K
|
+1,355
|
+10%
|
|
|
237
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$2.57M
|
+$371K
|
+2,065
|
+17%
|
|
|
238
|
Blue Trust Inc
Alpharetta,
Georgia
|
$2.53M
|
+$759K
|
+4,223
|
+43%
|
|
|
239
|
Roundview Capital
Princeton,
New Jersey
|
$2.53M
|
+$575K
|
+3,202
|
+30%
|
|
|
240
|
Sequoia Financial Advisors
Akron,
Ohio
|
$2.51M
|
+$1.53M
|
+8,497
|
+158%
|
|
|
241
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$2.51M
|
-$287K
|
-1,600
|
-10%
|
|
|
242
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.49M
|
-$219K
|
-1,220
|
-8%
|
|
|
243
|
Synergy Asset Management
Vancouver,
Washington
|
$2.48M
|
+$2.46M
|
+13,705
|
New
|
|
|
244
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.43M
|
-$296K
|
-1,650
|
-11%
|
|
|
245
|
First National Bank of Omaha
Omaha,
Nebraska
|
$2.43M
|
+$2.39M
|
+13,283
|
New
|
|
|
246
|
Hardy Reed
Tupelo,
Mississippi
|
$2.41M
|
–
|
–
|
–
|
|
|
247
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$2.41M
|
–
|
–
|
–
|
|
|
248
|
Tower Research Capital (TRC)
New York
|
$2.41M
|
+$996K
|
+5,547
|
+72%
|
|
|
249
|
Vance Wealth
Santa Clarita,
California
|
$2.4M
|
-$89.6K
|
-499
|
-4%
|
|
|
250
|
Steward Partners Investment Advisory
New York
|
$2.4M
|
+$330K
|
+1,835
|
+16%
|
|
