|
226
|
Venture Visionary Partners
Sylvania,
Ohio
|
$7.05M
|
+$3.02M
|
+56,922
|
+76%
|
|
|
227
|
Veritable
Wilmington,
Delaware
|
$7.04M
|
-$7.85M
|
-148,124
|
-53%
|
|
|
228
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$6.93M
|
-$412K
|
-7,781
|
-6%
|
|
|
229
|
Huntington National Bank
Columbus,
Ohio
|
$6.82M
|
–
|
–
|
–
|
|
|
230
|
TrinityPoint Wealth
Milford,
Connecticut
|
$6.79M
|
-$282K
|
-5,318
|
-4%
|
|
|
231
|
Monterey Private Wealth
Monterey,
California
|
$6.79M
|
+$41.5K
|
+784
|
+0.6%
|
|
|
232
|
LAM Group
Lake Oswego,
Oregon
|
$6.7M
|
-$325K
|
-6,140
|
-5%
|
|
|
233
|
Opus Investment Management
Worcester,
Massachusetts
|
$6.69M
|
–
|
–
|
–
|
|
|
234
|
Atria Investments
Charlotte,
North Carolina
|
$6.58M
|
-$1.05M
|
-19,767
|
-14%
|
|
|
235
|
Fiduciary Trust
Boston,
Massachusetts
|
$6.57M
|
-$329K
|
-6,218
|
-5%
|
|
|
236
|
Avantax Advisory Services
Dallas,
Texas
|
$6.56M
|
-$217K
|
-4,103
|
-3%
|
|
|
237
|
Stone Asset Management
Austin,
Texas
|
$6.55M
|
-$9.36M
|
-176,571
|
-59%
|
|
|
238
|
Bahl & Gaynor
Cincinnati,
Ohio
|
$6.54M
|
+$1.37M
|
+25,944
|
+27%
|
|
|
239
|
Richard P. Slaughter Associates
Austin,
Texas
|
$6.37M
|
+$67.1K
|
+1,267
|
+1%
|
|
|
240
|
Zions Bancorporation
Salt Lake City,
Utah
|
$6.26M
|
-$50.9M
|
-959,926
|
-89%
|
|
|
241
|
Chatham Capital Group
Savannah,
Georgia
|
$6.21M
|
+$187K
|
+3,525
|
+3%
|
|
|
242
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$6.16M
|
+$8.27K
|
+156
|
+0.1%
|
|
|
243
|
Welch & Forbes
Boston,
Massachusetts
|
$6.15M
|
+$106K
|
+2,000
|
+2%
|
|
|
244
|
Freestone Capital Holdings
Seattle,
Washington
|
$6.14M
|
-$492K
|
-9,281
|
-7%
|
|
|
245
|
Henshaw Capital
Woburn,
Massachusetts
|
$6.1M
|
–
|
–
|
–
|
|
|
246
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$6.04M
|
+$649K
|
+12,257
|
+12%
|
|
|
247
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.99M
|
-$425K
|
-8,025
|
-7%
|
|
|
248
|
Balentine LLC
Atlanta,
Georgia
|
$5.99M
|
–
|
–
|
–
|
|
|
249
|
HSBC Holdings
London,
United Kingdom
|
$5.98M
|
+$36.7K
|
+693
|
+0.6%
|
|
|
250
|
Transcend Capital Advisors
Madison,
New Jersey
|
$5.95M
|
-$498K
|
-9,404
|
-8%
|
|
