|
151
|
Montecito Bank & Trust
Santa Barbara,
California
|
$939K
|
+$981K
|
+19,664
|
New
|
|
|
152
|
The Family Firm
Bethesda,
Maryland
|
$864K
|
+$9.13K
|
+183
|
+1%
|
|
|
153
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$859K
|
+$31.1K
|
+623
|
+4%
|
|
|
154
|
BlackRock Japan
Tokyo,
Japan
|
$843K
|
+$880K
|
+17,650
|
New
|
|
|
155
|
Prudential plc
London, England,
United Kingdom
|
$833K
|
+$870K
|
+17,440
|
New
|
|
|
156
|
Bank of Stockton
Stockton,
California
|
$827K
|
+$207K
|
+4,155
|
+32%
|
|
|
157
|
First Horizon Advisors
Memphis,
Tennessee
|
$795K
|
+$143K
|
+2,860
|
+21%
|
|
|
158
|
Raymond James Trust
St. Petersburg,
Florida
|
$741K
|
+$26.4K
|
+530
|
+4%
|
|
|
159
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$736K
|
+$2.25K
|
+45
|
+0.3%
|
|
|
160
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$718K
|
+$377K
|
+7,565
|
+101%
|
|
|
161
|
Braver Wealth Management
Needham,
Massachusetts
|
$717K
|
+$219K
|
+4,400
|
+41%
|
|
|
162
|
Lourd Capital
Beverly Hills,
California
|
$716K
|
-$89.5K
|
-1,795
|
-11%
|
|
|
163
|
Manchester Capital Management
Manchester,
Vermont
|
$715K
|
–
|
–
|
–
|
|
|
164
|
Merriman Wealth Management
Seattle,
Washington
|
$715K
|
+$747K
|
+14,976
|
New
|
|
|
165
|
Brown Advisory
Baltimore,
Maryland
|
$687K
|
+$202K
|
+4,042
|
+39%
|
|
|
166
|
JOYN Advisors
Atlanta,
Georgia
|
$687K
|
+$319K
|
+6,405
|
+80%
|
|
|
167
|
Klingman & Associates
New York
|
$677K
|
–
|
–
|
–
|
|
|
168
|
Aspiriant LLC
Los Angeles,
California
|
$675K
|
-$103K
|
-2,066
|
-13%
|
|
|
169
|
American International Group
New York
|
$663K
|
+$382K
|
+7,664
|
+123%
|
|
|
170
|
Concert Wealth Management
San Jose,
California
|
$633K
|
-$157K
|
-3,150
|
-19%
|
|
|
171
|
Parametric Portfolio Associates
Seattle,
Washington
|
$609K
|
-$39.8K
|
-797
|
-6%
|
|
|
172
|
Mariner
Overland Park,
Kansas
|
$596K
|
-$2.42M
|
-48,464
|
-80%
|
|
|
173
|
|
$591K
|
-$10K
|
-201
|
-2%
|
|
|
174
|
Waverly Advisors
Birmingham,
Alabama
|
$589K
|
+$319K
|
+6,394
|
+108%
|
|
|
175
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$586K
|
-$3.49K
|
-70
|
-0.6%
|
|
