|
201
|
Venturi Wealth Management
Austin,
Texas
|
$2.26M
|
+$540K
|
+7,816
|
+33%
|
|
|
202
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$2.23M
|
–
|
–
|
–
|
|
|
203
|
ArchPoint Investors
Coral Gables,
Florida
|
$2.21M
|
+$161K
|
+2,338
|
+8%
|
|
|
204
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$2.18M
|
-$50.9K
|
-738
|
-2%
|
|
|
205
|
Narwhal Capital Management
Marietta,
Georgia
|
$2.16M
|
-$55.2K
|
-800
|
-3%
|
|
|
206
|
Segment Wealth Management
Houston,
Texas
|
$2.11M
|
+$12.4K
|
+180
|
+0.6%
|
|
|
207
|
Ballentine Partners
Waltham,
Massachusetts
|
$2.09M
|
+$2.07K
|
+30
|
+0.1%
|
|
|
208
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.08M
|
-$1.21M
|
-17,484
|
-37%
|
|
|
209
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$2.06M
|
-$132K
|
-1,905
|
-6%
|
|
|
210
|
Coastline Trust
Providence,
Rhode Island
|
$2.05M
|
-$117K
|
-1,690
|
-6%
|
|
|
211
|
Schroder Investment Management Group
London,
United Kingdom
|
$2.04M
|
–
|
–
|
–
|
|
|
212
|
Boston Financial Management
Boston,
Massachusetts
|
$2M
|
-$20.7K
|
-300
|
-1%
|
|
|
213
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.99M
|
+$153K
|
+2,212
|
+9%
|
|
|
214
|
Oppenheimer & Co
New York
|
$1.96M
|
+$103K
|
+1,497
|
+6%
|
|
|
215
|
Avalon Investment & Advisory
Houston,
Texas
|
$1.95M
|
-$1.41M
|
-20,385
|
-43%
|
|
|
216
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$1.95M
|
-$36.5K
|
-529
|
-2%
|
|
|
217
|
SVB Wealth
Boston,
Massachusetts
|
$1.92M
|
–
|
–
|
–
|
|
|
218
|
Clearstead Trust
Portland,
Maine
|
$1.9M
|
–
|
–
|
–
|
|
|
219
|
State Street
Boston,
Massachusetts
|
$1.9M
|
+$36.6K
|
+530
|
+2%
|
|
|
220
|
Edge Wealth Management
New York
|
$1.88M
|
+$792K
|
+11,475
|
+75%
|
|
|
221
|
PEAK6 Group
Chicago,
Illinois
|
$1.88M
|
-$2.79M
|
-40,457
|
-61%
|
|
|
222
|
Linscomb Wealth
Houston,
Texas
|
$1.88M
|
+$3.18K
|
+46
|
+0.2%
|
|
|
223
|
|
$1.84M
|
+$1.79M
|
+25,964
|
New
|
|
|
224
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$1.84M
|
+$1.17K
|
+17
|
+0.1%
|
|
|
225
|
SL Advisors
Westfield,
New Jersey
|
$1.84M
|
–
|
–
|
–
|
|
