|
326
|
Evercore Wealth Management
New York
|
$4.21M
|
–
|
–
|
–
|
|
|
327
|
Financial Connections Group
Corte Madera,
California
|
$4.17M
|
–
|
–
|
–
|
|
|
328
|
First National Bank of Omaha
Omaha,
Nebraska
|
$4.16M
|
–
|
–
|
–
|
|
|
329
|
WBH Advisory
Baltimore,
Maryland
|
$4.13M
|
+$2.05M
|
+6,558
|
+92%
|
|
|
330
|
Caprock Group
Boise,
Idaho
|
$4.13M
|
-$120K
|
-384
|
-3%
|
|
|
331
|
Sendero Wealth Management
San Antonio,
Texas
|
$4.07M
|
+$3.27M
|
+10,438
|
+328%
|
|
|
332
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$4.06M
|
-$1.55M
|
-4,956
|
-27%
|
|
|
333
|
SigFig Wealth Management
San Francisco,
California
|
$3.99M
|
+$412K
|
+1,316
|
+11%
|
|
|
334
|
Gainplan
Bloomfield Hills,
Michigan
|
$3.97M
|
+$159K
|
+507
|
+4%
|
|
|
335
|
Evanson Asset Management
Carmel,
California
|
$3.91M
|
+$158K
|
+504
|
+4%
|
|
|
336
|
RCW Management
Jacksonville,
Florida
|
$3.91M
|
+$183K
|
+584
|
+5%
|
|
|
337
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$3.88M
|
+$182K
|
+583
|
+5%
|
|
|
338
|
SoundView Advisors
Olympia,
Washington
|
$3.88M
|
-$11.3K
|
-36
|
-0.3%
|
|
|
339
|
SWP Financial
San Diego,
California
|
$3.8M
|
-$341K
|
-1,090
|
-8%
|
|
|
340
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.8M
|
-$1.31M
|
-4,183
|
-25%
|
|
|
341
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$3.77M
|
-$648K
|
-2,070
|
-14%
|
|
|
342
|
Range Advisory
Mclean,
Virginia
|
$3.76M
|
+$1.86M
|
+5,944
|
+90%
|
|
|
343
|
Trust Company
Manhattan,
Kansas
|
$3.75M
|
–
|
–
|
–
|
|
|
344
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$3.7M
|
-$402K
|
-1,285
|
-9%
|
|
|
345
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$3.69M
|
-$45.7K
|
-146
|
-1%
|
|
|
346
|
Roundview Capital
Princeton,
New Jersey
|
$3.68M
|
+$5.01K
|
+16
|
+0.1%
|
|
|
347
|
Financial Insights
Tacoma,
Washington
|
$3.67M
|
-$25.3K
|
-81
|
-0.7%
|
|
|
348
|
Royal Fund Management
Lady Lake,
Florida
|
$3.63M
|
+$140K
|
+448
|
+4%
|
|
|
349
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$3.63M
|
-$2.19K
|
-7
|
-0.1%
|
|
|
350
|
Zhang Financial
Portage,
Michigan
|
$3.61M
|
+$1.56K
|
+5
|
+0%
|
|
