|
201
|
SVB Wealth
Boston,
Massachusetts
|
$3.28M
|
-$392K
|
-5,776
|
-10%
|
|
|
202
|
Summit Trail Advisors
New York
|
$3.25M
|
+$3.32M
|
+48,945
|
New
|
|
|
203
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$3.23M
|
-$268K
|
-3,947
|
-8%
|
|
|
204
|
SVB Investment Services
Salt Lake City,
Utah
|
$3.17M
|
+$658K
|
+9,694
|
+25%
|
|
|
205
|
New York Life Investment Management
New York
|
$3.12M
|
-$2.12M
|
-31,198
|
-40%
|
|
|
206
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$3.06M
|
+$1.36K
|
+20
|
+0%
|
|
|
207
|
PrairieView Partners
St. Paul,
Minnesota
|
$3.02M
|
+$92.9K
|
+1,368
|
+3%
|
|
|
208
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$2.97M
|
-$1.4M
|
-20,678
|
-32%
|
|
|
209
|
Abacus Planning Group
Columbia,
South Carolina
|
$2.92M
|
+$773K
|
+11,379
|
+35%
|
|
|
210
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$2.91M
|
+$91.6K
|
+1,349
|
+3%
|
|
|
211
|
Probity Advisors
Dallas,
Texas
|
$2.91M
|
+$139K
|
+2,054
|
+5%
|
|
|
212
|
Partners in Financial Planning
Salem,
Virginia
|
$2.91M
|
-$54K
|
-795
|
-2%
|
|
|
213
|
BOK Financial
Tulsa,
Oklahoma
|
$2.86M
|
+$281K
|
+4,145
|
+11%
|
|
|
214
|
Telos Capital Management
San Diego,
California
|
$2.86M
|
-$17.2K
|
-254
|
-0.6%
|
|
|
215
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$2.8M
|
-$1.13M
|
-16,652
|
-28%
|
|
|
216
|
Coldstream Capital Management
Bellevue,
Washington
|
$2.75M
|
-$988K
|
-14,553
|
-26%
|
|
|
217
|
Hudson Portfolio Management
Garrison,
New York
|
$2.72M
|
+$5.43K
|
+80
|
+0.2%
|
|
|
218
|
Corrigan Financial
Middletown,
Rhode Island
|
$2.72M
|
-$3.94K
|
-58
|
-0.1%
|
|
|
219
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.7M
|
+$112K
|
+1,645
|
+4%
|
|
|
220
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$2.65M
|
-$7.47K
|
-110
|
-0.3%
|
|
|
221
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$2.65M
|
-$91.7K
|
-1,350
|
-3%
|
|
|
222
|
Cahill Financial Advisors
Edina,
Minnesota
|
$2.65M
|
-$23.4K
|
-345
|
-0.9%
|
|
|
223
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$2.61M
|
+$2.67M
|
+39,327
|
New
|
|
|
224
|
Regal Investment Advisors
Kentwood,
Michigan
|
$2.6M
|
+$102K
|
+1,505
|
+4%
|
|
|
225
|
Hancock Whitney
Gulfport,
Mississippi
|
$2.6M
|
-$489K
|
-7,195
|
-16%
|
|
