|
226
|
UMB Bank
Kansas City,
Missouri
|
$1.98M
|
-$365K
|
-5,393
|
-17%
|
|
|
227
|
Foundation Wealth Management (Missouri)
Clayton,
Missouri
|
$1.96M
|
-$339K
|
-5,006
|
-16%
|
|
|
228
|
Aire Advisors
Beverly Hills,
California
|
$1.93M
|
+$7.58K
|
+112
|
+0.4%
|
|
|
229
|
Sincerus Advisory
New York
|
$1.9M
|
+$163K
|
+2,415
|
+10%
|
|
|
230
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$1.85M
|
-$49.5K
|
-731
|
-3%
|
|
|
231
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$1.83M
|
+$12.2K
|
+180
|
+0.7%
|
|
|
232
|
William Blair & Company
Chicago,
Illinois
|
$1.82M
|
+$28K
|
+414
|
+2%
|
|
|
233
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$1.78M
|
-$487K
|
-7,191
|
-23%
|
|
|
234
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$1.77M
|
-$16K
|
-237
|
-1%
|
|
|
235
|
Perigon Wealth Management
San Francisco,
California
|
$1.76M
|
+$27.1K
|
+400
|
+2%
|
|
|
236
|
Efficient Advisors
Mason,
Ohio
|
$1.76M
|
-$268K
|
-3,964
|
-14%
|
|
|
237
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.75M
|
-$63.9K
|
-944
|
-4%
|
|
|
238
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.74M
|
-$806K
|
-11,915
|
-33%
|
|
|
239
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$1.74M
|
-$107K
|
-1,575
|
-6%
|
|
|
240
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$1.74M
|
-$256K
|
-3,786
|
-14%
|
|
|
241
|
The Family Firm
Bethesda,
Maryland
|
$1.73M
|
-$67.2K
|
-993
|
-4%
|
|
|
242
|
Frontier Asset Management
Sheridan,
Wyoming
|
$1.72M
|
-$276K
|
-4,073
|
-15%
|
|
|
243
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$1.69M
|
-$30K
|
-444
|
-2%
|
|
|
244
|
First American Trust
Santa Ana,
California
|
$1.68M
|
+$34.9K
|
+516
|
+2%
|
|
|
245
|
Falcon Wealth Planning
Ontario,
California
|
$1.67M
|
-$13.4K
|
-198
|
-0.9%
|
|
|
246
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$1.63M
|
+$1.52M
|
+22,397
|
New
|
|
|
247
|
Evanson Asset Management
Carmel,
California
|
$1.61M
|
–
|
–
|
–
|
|
|
248
|
SageView Advisory Group
Newport Beach,
California
|
$1.61M
|
+$164K
|
+2,426
|
+12%
|
|
|
249
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$1.59M
|
-$48.4K
|
-715
|
-3%
|
|
|
250
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$1.58M
|
-$409K
|
-6,036
|
-22%
|
|
