|
151
|
Avantax Advisory Services
Dallas,
Texas
|
$9.9M
|
+$628K
|
+1,379
|
+7%
|
|
|
152
|
Cetera Advisors
Denver,
Colorado
|
$9.88M
|
+$291K
|
+640
|
+3%
|
|
|
153
|
Evercore Wealth Management
New York
|
$9.82M
|
-$76K
|
-167
|
-0.8%
|
|
|
154
|
Victory Capital Management
San Antonio,
Texas
|
$9.78M
|
+$4.79M
|
+10,530
|
+106%
|
|
|
155
|
Fidelity Investments
Boston,
Massachusetts
|
$9.77M
|
-$523K
|
-1,149
|
-5%
|
|
|
156
|
Old National Bancorp
Evansville,
Indiana
|
$9.66M
|
-$113K
|
-248
|
-1%
|
|
|
157
|
Lutz Financial Services
Omaha,
Nebraska
|
$9.6M
|
–
|
–
|
–
|
|
|
158
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$9.59M
|
–
|
–
|
–
|
|
|
159
|
JVL Associates
Wyoming,
Michigan
|
$9.58M
|
-$58.7K
|
-129
|
-0.6%
|
|
|
160
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$9.4M
|
-$56K
|
-123
|
-0.6%
|
|
|
161
|
Prospera Financial Services
Dallas,
Texas
|
$9.39M
|
-$3M
|
-6,595
|
-25%
|
|
|
162
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$9.33M
|
-$768K
|
-1,687
|
-8%
|
|
|
163
|
First Merchants Corp
Muncie,
Indiana
|
$9.23M
|
-$133K
|
-293
|
-1%
|
|
|
164
|
Wexford Capital
West Palm Beach,
Florida
|
$9.21M
|
+$8.75M
|
+19,225
|
New
|
|
|
165
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$9.2M
|
–
|
–
|
–
|
|
|
166
|
Boston Family Office
Boston,
Massachusetts
|
$8.94M
|
-$1.19M
|
-2,624
|
-12%
|
|
|
167
|
HSBC Holdings
London,
United Kingdom
|
$8.89M
|
-$2.47M
|
-5,429
|
-23%
|
|
|
168
|
Grove Bank & Trust
Miami,
Florida
|
$8.8M
|
-$10K
|
-22
|
-0.1%
|
|
|
169
|
NBT Bank
Norwich,
New York
|
$8.65M
|
-$235K
|
-516
|
-3%
|
|
|
170
|
Credit Suisse
Zurich,
Switzerland
|
$8.52M
|
+$438K
|
+962
|
+6%
|
|
|
171
|
SVB Wealth
Boston,
Massachusetts
|
$8.45M
|
-$10.3M
|
-22,711
|
-56%
|
|
|
172
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$8.21M
|
+$107K
|
+234
|
+1%
|
|
|
173
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$8.15M
|
–
|
–
|
–
|
|
|
174
|
TIAA FSB
Jacksonville,
Florida
|
$8.03M
|
+$71K
|
+156
|
+0.9%
|
|
|
175
|
Boston Financial Management
Boston,
Massachusetts
|
$8.01M
|
–
|
–
|
–
|
|
