|
226
|
Tolleson Wealth Management
Dallas,
Texas
|
$3.36M
|
–
|
–
|
–
|
|
|
227
|
Cahill Financial Advisors
Edina,
Minnesota
|
$3.35M
|
+$1.16K
|
+3
|
+0%
|
|
|
228
|
Family Office Research
Bethesda,
Maryland
|
$3.34M
|
-$10.4K
|
-27
|
-0.3%
|
|
|
229
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$3.3M
|
-$80.9K
|
-209
|
-2%
|
|
|
230
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$3.25M
|
+$2.71K
|
+7
|
+0.1%
|
|
|
231
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.21M
|
+$1.72M
|
+4,439
|
+105%
|
|
|
232
|
Washington Trust
Westerly,
Rhode Island
|
$3.2M
|
-$237K
|
-612
|
-7%
|
|
|
233
|
Wealthcare Capital Management
Richmond,
Virginia
|
$3.13M
|
–
|
–
|
–
|
|
|
234
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$3.07M
|
-$83.6K
|
-216
|
-3%
|
|
|
235
|
BOK Financial Private Wealth
Denver,
Colorado
|
$3M
|
-$105K
|
-271
|
-3%
|
|
|
236
|
Evelyn Partners Asset Management
London,
|
$3M
|
+$3.48K
|
+9
|
+0.1%
|
|
|
237
|
Matrix Private Capital Group
New York
|
$2.96M
|
-$77.4K
|
-200
|
-2%
|
|
|
238
|
Chokshi & Queen Wealth Advisors
San Diego,
California
|
$2.96M
|
+$7.74K
|
+20
|
+0.3%
|
|
|
239
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$2.94M
|
+$18.6K
|
+48
|
+0.6%
|
|
|
240
|
Vise Technologies
New York
|
$2.93M
|
–
|
–
|
–
|
|
|
241
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.85M
|
+$807K
|
+2,085
|
+37%
|
|
|
242
|
Planning Alternatives
Birmingham,
Michigan
|
$2.8M
|
–
|
–
|
–
|
|
|
243
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$2.78M
|
+$83.2K
|
+215
|
+3%
|
|
|
244
|
Prudential Financial
Newark,
New Jersey
|
$2.76M
|
+$178K
|
+460
|
+7%
|
|
|
245
|
Meridian Financial Partners
Warrenton,
Virginia
|
$2.74M
|
+$429K
|
+1,108
|
+18%
|
|
|
246
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$2.73M
|
+$226K
|
+583
|
+9%
|
|
|
247
|
Renasant Bank
Tupelo,
Mississippi
|
$2.72M
|
–
|
–
|
–
|
|
|
248
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$2.7M
|
-$25.9K
|
-67
|
-0.9%
|
|
|
249
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$2.69M
|
+$230K
|
+595
|
+9%
|
|
|
250
|
Financial Engines Advisors
Santa Clara,
California
|
$2.69M
|
-$79.7K
|
-206
|
-3%
|
|
