|
301
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$2.2M
|
+$600K
|
+10,976
|
+38%
|
|
|
302
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$2.18M
|
-$51K
|
-933
|
-2%
|
|
|
303
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$2.17M
|
+$111K
|
+2,030
|
+5%
|
|
|
304
|
Morton Capital Management
Calabasas,
California
|
$2.14M
|
–
|
–
|
–
|
|
|
305
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$2.14M
|
+$2.12M
|
+38,707
|
New
|
|
|
306
|
Comprehensive Financial Management
Los Gatos,
California
|
$2.13M
|
–
|
–
|
–
|
|
|
307
|
Financial Network Wealth Management
Draper,
Utah
|
$2.09M
|
+$12.9K
|
+236
|
+0.6%
|
|
|
308
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.09M
|
+$31.5K
|
+577
|
+2%
|
|
|
309
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$2.08M
|
+$40.7K
|
+745
|
+2%
|
|
|
310
|
Providence First Trust
Scottsdale,
Arizona
|
$2.08M
|
-$19.8K
|
-363
|
-1%
|
|
|
311
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$2.07M
|
+$904K
|
+16,535
|
+82%
|
|
|
312
|
Avalon Advisory Group
Wexford,
Pennsylvania
|
$2.05M
|
-$8.41K
|
-154
|
-0.4%
|
|
|
313
|
S&T Bank
Indiana,
Pennsylvania
|
$2.04M
|
–
|
–
|
–
|
|
|
314
|
Boston Family Office
Boston,
Massachusetts
|
$2.04M
|
-$36.2K
|
-663
|
-2%
|
|
|
315
|
Nikulski Financial
Bettendorf,
Iowa
|
$2.02M
|
+$213K
|
+3,896
|
+12%
|
|
|
316
|
Mayport LLC
Newton,
Massachusetts
|
$2.01M
|
+$260K
|
+4,750
|
+15%
|
|
|
317
|
Bank of New York Mellon
New York
|
$2M
|
-$44.5K
|
-815
|
-2%
|
|
|
318
|
SVB Wealth
Boston,
Massachusetts
|
$2M
|
+$2.95K
|
+54
|
+0.1%
|
|
|
319
|
Icon Wealth Partners
Houston,
Texas
|
$1.98M
|
+$1.96M
|
+35,826
|
New
|
|
|
320
|
Franklin Resources
San Mateo,
California
|
$1.89M
|
-$2.51M
|
-45,887
|
-57%
|
|
|
321
|
Wedbush Securities
Los Angeles,
California
|
$1.89M
|
+$324K
|
+5,931
|
+21%
|
|
|
322
|
Tiedemann Advisors
New York
|
$1.86M
|
–
|
–
|
–
|
|
|
323
|
Bristlecone Advisors
Bellevue,
Washington
|
$1.86M
|
-$136K
|
-2,485
|
-7%
|
|
|
324
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.86M
|
-$296K
|
-5,424
|
-14%
|
|
|
325
|
Clarius Group LLC
Seattle,
Washington
|
$1.85M
|
-$6.88K
|
-126
|
-0.4%
|
|
