|
276
|
SVB Wealth
Boston,
Massachusetts
|
$1.81M
|
+$1.17M
|
+6,412
|
+138%
|
|
|
277
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$1.79M
|
-$8.36K
|
-46
|
-0.4%
|
|
|
278
|
St Louis Trust
Saint Louis,
Missouri
|
$1.78M
|
-$12.5M
|
-68,929
|
-87%
|
|
|
279
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$1.78M
|
-$13.1K
|
-72
|
-0.7%
|
|
|
280
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.76M
|
+$190K
|
+1,045
|
+11%
|
|
|
281
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.74M
|
-$12.5K
|
-69
|
-0.6%
|
|
|
282
|
Hanseatic Management Services
Albuquerque,
New Mexico
|
$1.72M
|
-$1.91M
|
-10,482
|
-50%
|
|
|
283
|
Boston Family Office
Boston,
Massachusetts
|
$1.71M
|
–
|
–
|
–
|
|
|
284
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$1.71M
|
-$34.2K
|
-188
|
-2%
|
|
|
285
|
Bessemer Group
Woodbridge,
New Jersey
|
$1.7M
|
+$1.22M
|
+6,737
|
+183%
|
|
|
286
|
Caprock Group
Boise,
Idaho
|
$1.69M
|
+$727
|
+4
|
+0%
|
|
|
287
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.68M
|
-$92.4K
|
-508
|
-5%
|
|
|
288
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$1.68M
|
–
|
–
|
–
|
|
|
289
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.64M
|
+$68.2K
|
+375
|
+4%
|
|
|
290
|
Alley Investment Management Company
Lake Forest,
Illinois
|
$1.64M
|
-$20K
|
-110
|
-1%
|
|
|
291
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$1.64M
|
-$78K
|
-429
|
-4%
|
|
|
292
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$1.62M
|
+$130K
|
+717
|
+8%
|
|
|
293
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$1.62M
|
+$31.8K
|
+175
|
+2%
|
|
|
294
|
Dentgroup
Baton Rouge,
Louisiana
|
$1.61M
|
+$6.73K
|
+37
|
+0.4%
|
|
|
295
|
Forum Financial Management
Lombard,
Illinois
|
$1.6M
|
+$178K
|
+981
|
+11%
|
|
|
296
|
Brown Advisory
Baltimore,
Maryland
|
$1.6M
|
–
|
–
|
–
|
|
|
297
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.59M
|
+$87.6K
|
+482
|
+5%
|
|
|
298
|
FDx Advisors
Chicago,
Illinois
|
$1.59M
|
-$1.72M
|
-9,459
|
-49%
|
|
|
299
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$1.58M
|
-$271K
|
-1,490
|
-13%
|
|
|
300
|
Cypress Wealth Services
Palm Desert,
California
|
$1.57M
|
+$182
|
+1
|
+0%
|
|
