|
351
|
SVB Wealth
Boston,
Massachusetts
|
$9.06M
|
+$1.89M
|
+8,803
|
+29%
|
|
|
352
|
Bear Mountain Capital
Seattle,
Washington
|
$9.02M
|
-$521K
|
-2,424
|
-5%
|
|
|
353
|
Kearns & Associates
Palos Verdes Estates,
California
|
$9.01M
|
+$710K
|
+3,301
|
+9%
|
|
|
354
|
Gray Wealth Management
Bangor,
Maine
|
$9.01M
|
+$109K
|
+505
|
+1%
|
|
|
355
|
Frontier Asset Management
Sheridan,
Wyoming
|
$8.98M
|
-$199K
|
-924
|
-2%
|
|
|
356
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$8.91M
|
+$74.2K
|
+345
|
+0.9%
|
|
|
357
|
Lokken Investment Group
Lewes,
Delaware
|
$8.88M
|
+$2.73M
|
+12,669
|
+48%
|
|
|
358
|
Ballentine Partners
Waltham,
Massachusetts
|
$8.86M
|
+$393K
|
+1,825
|
+5%
|
|
|
359
|
Principal Securities
Des Moines,
Iowa
|
$8.83M
|
+$723K
|
+3,362
|
+10%
|
|
|
360
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$8.79M
|
+$182K
|
+845
|
+2%
|
|
|
361
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$8.77M
|
+$941K
|
+4,374
|
+13%
|
|
|
362
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$8.75M
|
-$344K
|
-1,601
|
-4%
|
|
|
363
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$8.72M
|
-$394K
|
-1,830
|
-5%
|
|
|
364
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$8.71M
|
+$752K
|
+3,494
|
+10%
|
|
|
365
|
Webster Bank
Waterbury,
Connecticut
|
$8.65M
|
-$1.08M
|
-5,036
|
-12%
|
|
|
366
|
HoyleCohen
San Diego,
California
|
$8.64M
|
-$6.88K
|
-32
|
-0.1%
|
|
|
367
|
Allworth Financial
Folsom,
California
|
$8.61M
|
-$99.2K
|
-461
|
-1%
|
|
|
368
|
Caprock Group
Boise,
Idaho
|
$8.6M
|
+$509K
|
+2,365
|
+7%
|
|
|
369
|
Trust Company of the South
Greensboro,
North Carolina
|
$8.59M
|
+$2.26M
|
+10,511
|
+39%
|
|
|
370
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$8.47M
|
-$1.31M
|
-6,077
|
-14%
|
|
|
371
|
Kestra Private Wealth Services
Austin,
Texas
|
$8.43M
|
-$72.9K
|
-339
|
-0.9%
|
|
|
372
|
Empowered Funds
Havertown,
Pennsylvania
|
$8.41M
|
-$21.8M
|
-101,121
|
-73%
|
|
|
373
|
Aspiriant LLC
Los Angeles,
California
|
$8.37M
|
+$1.27M
|
+5,883
|
+19%
|
|
|
374
|
Sand Hill Global Advisors
Palo Alto,
California
|
$8.31M
|
-$281K
|
-1,306
|
-3%
|
|
|
375
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$8.25M
|
+$15.1K
|
+70
|
+0.2%
|
|
