|
176
|
SVB Wealth
Boston,
Massachusetts
|
$1.81M
|
+$706K
|
+12,634
|
+69%
|
|
|
177
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$1.78M
|
-$68.5K
|
-1,226
|
-4%
|
|
|
178
|
Silvercrest Asset Management
New York
|
$1.75M
|
-$25.2K
|
-450
|
-1%
|
|
|
179
|
NWAM LLC
Mercer Island,
Washington
|
$1.74M
|
-$280K
|
-5,001
|
-14%
|
|
|
180
|
Pathstone Family Office
Englewood,
New Jersey
|
$1.73M
|
–
|
–
|
–
|
|
|
181
|
Veracity Capital
Atlanta,
Georgia
|
$1.68M
|
+$1.6M
|
+28,587
|
New
|
|
|
182
|
Disciplined Investments
Tulsa,
Oklahoma
|
$1.67M
|
+$1.6M
|
+28,551
|
New
|
|
|
183
|
Prism Advisors
Studio City,
California
|
$1.67M
|
–
|
–
|
–
|
|
|
184
|
Shoker Investment Counsel
Oxford,
Ohio
|
$1.65M
|
-$162K
|
-2,901
|
-9%
|
|
|
185
|
Dimension Capital Management
Coral Gables,
Florida
|
$1.63M
|
-$91.8K
|
-1,643
|
-6%
|
|
|
186
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.59M
|
-$20.1K
|
-360
|
-1%
|
|
|
187
|
Private Capital Group
West Hartford,
Connecticut
|
$1.59M
|
-$98.2K
|
-1,756
|
-6%
|
|
|
188
|
|
$1.58M
|
+$195K
|
+3,487
|
+15%
|
|
|
189
|
Beacon Pointe Wealth Advisors
Newport Beach,
California
|
$1.58M
|
-$314K
|
-5,611
|
-17%
|
|
|
190
|
McMillion Capital Management
Greensboro,
North Carolina
|
$1.58M
|
-$5.59K
|
-100
|
-0.4%
|
|
|
191
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$1.55M
|
+$468K
|
+8,363
|
+46%
|
|
|
192
|
|
$1.55M
|
-$82.5K
|
-1,476
|
-5%
|
|
|
193
|
Private Advisor Group
Morristown,
New Jersey
|
$1.55M
|
+$299K
|
+5,347
|
+25%
|
|
|
194
|
Park Avenue Securities
New York
|
$1.51M
|
+$405K
|
+7,238
|
+39%
|
|
|
195
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$1.5M
|
-$313K
|
-5,604
|
-18%
|
|
|
196
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.48M
|
+$1.41M
|
+25,165
|
New
|
|
|
197
|
Parthenon LLC
Louisville,
Kentucky
|
$1.45M
|
-$5.59K
|
-100
|
-0.4%
|
|
|
198
|
Fidelity Investments
Boston,
Massachusetts
|
$1.43M
|
+$57.6K
|
+1,030
|
+4%
|
|
|
199
|
Ashfield Capital Partners
San Francisco,
California
|
$1.42M
|
–
|
–
|
–
|
|
|
200
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.4M
|
+$56.7K
|
+1,014
|
+4%
|
|
