|
351
|
Truepoint Inc
Cincinnati,
Ohio
|
$812K
|
–
|
–
|
–
|
|
|
352
|
First Western Trust Bank
Denver,
Colorado
|
$807K
|
-$83.8K
|
-1,468
|
-10%
|
|
|
353
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$805K
|
-$213K
|
-3,734
|
-22%
|
|
|
354
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$804K
|
+$189K
|
+3,308
|
+30%
|
|
|
355
|
Regions Financial Corp
Birmingham,
Alabama
|
$802K
|
-$95.8K
|
-1,678
|
-11%
|
|
|
356
|
Aspect Partners
Fairfax,
Virginia
|
$798K
|
+$736K
|
+12,894
|
New
|
|
|
357
|
SageView Advisory Group
Newport Beach,
California
|
$797K
|
+$193K
|
+3,386
|
+35%
|
|
|
358
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$796K
|
+$735K
|
+12,866
|
New
|
|
|
359
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$785K
|
-$31.4K
|
-550
|
-4%
|
|
|
360
|
Asset Dedication LLC
San Francisco,
California
|
$775K
|
-$23.3K
|
-408
|
-3%
|
|
|
361
|
Magnus Financial Group
New York
|
$771K
|
+$55.2K
|
+967
|
+8%
|
|
|
362
|
Busey Bank
Urbana,
Illinois
|
$760K
|
-$11.1K
|
-194
|
-2%
|
|
|
363
|
LongView Wealth Management
Atlanta,
Georgia
|
$752K
|
+$706K
|
+12,366
|
New
|
|
|
364
|
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
$752K
|
-$300K
|
-5,258
|
-30%
|
|
|
365
|
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
|
$743K
|
+$3.26K
|
+57
|
+0.5%
|
|
|
366
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$736K
|
+$521K
|
+9,120
|
+329%
|
|
|
367
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$736K
|
+$45.5K
|
+797
|
+7%
|
|
|
368
|
|
$734K
|
+$406K
|
+7,114
|
+150%
|
|
|
369
|
Merit Financial Group
Alpharetta,
Georgia
|
$722K
|
+$8.74K
|
+153
|
+1%
|
|
|
370
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$717K
|
+$97.3K
|
+1,703
|
+17%
|
|
|
371
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$714K
|
-$53.1K
|
-930
|
-7%
|
|
|
372
|
Alera Investment Advisors
Deerfield,
Illinois
|
$711K
|
-$30K
|
-525
|
-4%
|
|
|
373
|
BluePointe Capital Management
Menlo Park,
California
|
$686K
|
+$633K
|
+11,075
|
New
|
|
|
374
|
Sequoia Financial Advisors
Akron,
Ohio
|
$673K
|
-$14.5K
|
-254
|
-2%
|
|
|
375
|
Manhattan West Asset Management
Los Angeles,
California
|
$672K
|
-$1.7M
|
-29,706
|
-73%
|
|
