|
51
|
Huntington National Bank
Columbus,
Ohio
|
$2.25M
|
–
|
–
|
–
|
|
|
52
|
|
$2.24M
|
-$6.34M
|
-60,555
|
-74%
|
|
|
53
|
Wunderlich Capital Managemnt
Memphis,
Tennessee
|
$2.24M
|
+$26.2K
|
+250
|
+1%
|
|
|
54
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$2.21M
|
+$314
|
+3
|
+0%
|
|
|
55
|
Confluence Wealth Management
Portland,
Oregon
|
$2.15M
|
+$159K
|
+1,521
|
+8%
|
|
|
56
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$2.14M
|
+$713K
|
+6,810
|
+50%
|
|
|
57
|
Pinnacle Associates
New York
|
$2.05M
|
–
|
–
|
–
|
|
|
58
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$2.05M
|
+$2.04M
|
+19,515
|
New
|
|
|
59
|
BSW Wealth Partners
Boulder,
Colorado
|
$2.01M
|
+$150K
|
+1,437
|
+8%
|
|
|
60
|
Whittier Trust
South Pasadena,
California
|
$1.96M
|
-$51.2K
|
-489
|
-3%
|
|
|
61
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.93M
|
-$3.77K
|
-36
|
-0.2%
|
|
|
62
|
Allen Investment Management
New York
|
$1.84M
|
+$59.9K
|
+572
|
+3%
|
|
|
63
|
Independence Wealth Advisors
Mclean,
Virginia
|
$1.8M
|
-$7.75K
|
-74
|
-0.4%
|
|
|
64
|
PDS Planning
Dublin,
Ohio
|
$1.8M
|
+$43.6K
|
+416
|
+2%
|
|
|
65
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$1.79M
|
-$187K
|
-1,782
|
-9%
|
|
|
66
|
|
$1.73M
|
-$151K
|
-1,444
|
-8%
|
|
|
67
|
Grimes & Company
Westborough,
Massachusetts
|
$1.69M
|
-$13.3K
|
-127
|
-0.8%
|
|
|
68
|
Elmwood Wealth Management
Berkeley,
California
|
$1.66M
|
+$105K
|
+1,000
|
+7%
|
|
|
69
|
SP Asset Management
Cupertino,
California
|
$1.6M
|
+$1.59M
|
+15,214
|
New
|
|
|
70
|
Symmetry Partners
Glastonbury,
Connecticut
|
$1.55M
|
-$48.5K
|
-463
|
-3%
|
|
|
71
|
Allworth Financial
Folsom,
California
|
$1.54M
|
+$198K
|
+1,891
|
+15%
|
|
|
72
|
Alesco Advisors
Pittsford,
New York
|
$1.5M
|
-$19.4K
|
-185
|
-1%
|
|
|
73
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$1.48M
|
-$201K
|
-1,921
|
-12%
|
|
|
74
|
Slow Capital
Greenbrae,
California
|
$1.48M
|
+$275K
|
+2,623
|
+23%
|
|
|
75
|
Wechter Feldman Wealth Management
Parsippany,
New Jersey
|
$1.43M
|
-$77.6K
|
-741
|
-5%
|
|
