|
226
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$7.1M
|
–
|
–
|
–
|
|
|
227
|
Fifth Third Securities
Cincinnati,
Ohio
|
$7.08M
|
+$71.1K
|
+509
|
+1%
|
|
|
228
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$7.07M
|
+$547K
|
+3,914
|
+8%
|
|
|
229
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$7.06M
|
+$1.75M
|
+12,552
|
+33%
|
|
|
230
|
Lakewood Asset Management
Naperville,
Illinois
|
$7.01M
|
+$154K
|
+1,099
|
+2%
|
|
|
231
|
Sovran Advisors
San Diego,
California
|
$6.98M
|
+$583K
|
+4,171
|
+9%
|
|
|
232
|
SB Capital Management
Encino,
California
|
$6.88M
|
+$6.81M
|
+48,739
|
New
|
|
|
233
|
Jennison Associates
New York
|
$6.81M
|
+$6M
|
+42,918
|
+800%
|
|
|
234
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$6.74M
|
+$105K
|
+748
|
+2%
|
|
|
235
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$6.71M
|
+$700K
|
+5,006
|
+12%
|
|
|
236
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$6.64M
|
+$80K
|
+572
|
+1%
|
|
|
237
|
Valeo Financial Advisors
Carmel,
Indiana
|
$6.62M
|
+$83.6K
|
+598
|
+1%
|
|
|
238
|
Perigon Wealth Management
San Francisco,
California
|
$6.6M
|
-$258K
|
-1,846
|
-4%
|
|
|
239
|
IEQ Capital
Foster City,
California
|
$6.59M
|
+$47.7K
|
+341
|
+0.7%
|
|
|
240
|
GeoWealth Management
Chicago,
Illinois
|
$6.58M
|
-$1.05M
|
-7,513
|
-14%
|
|
|
241
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$6.46M
|
+$300K
|
+2,147
|
+5%
|
|
|
242
|
Iconiq Capital
San Francisco,
California
|
$6.32M
|
-$252K
|
-1,804
|
-4%
|
|
|
243
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$6.27M
|
-$254K
|
-1,819
|
-4%
|
|
|
244
|
Harpswell Capital Advisors
Yarmouth,
Maine
|
$6.25M
|
+$578K
|
+4,132
|
+10%
|
|
|
245
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$6.23M
|
–
|
–
|
–
|
|
|
246
|
Destiny Wealth Partners
Tavares,
Florida
|
$6.18M
|
-$108K
|
-775
|
-2%
|
|
|
247
|
|
$6.15M
|
+$6.1M
|
+43,605
|
New
|
|
|
248
|
Donor Advised Charitable Giving
San Francisco,
California
|
$6.12M
|
–
|
–
|
–
|
|
|
249
|
Breakwater Investment Management
Seattle,
Washington
|
$6.02M
|
-$50K
|
-358
|
-0.8%
|
|
|
250
|
Evelyn Partners Investment Management Services
London,
|
$5.97M
|
-$1.22M
|
-8,720
|
-17%
|
|
