|
226
|
EP Wealth Advisors
Torrance,
California
|
$5.63M
|
-$79.8K
|
-2,296
|
-3%
|
|
|
227
|
Level Four Advisory Services
Dallas,
Texas
|
$5.52M
|
+$51.6K
|
+1,486
|
+0.9%
|
|
|
228
|
CIBC World Markets
New York
|
$5.41M
|
-$411M
|
-11,831,651
|
-99%
|
|
|
229
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$5.4M
|
-$41.6K
|
-1,196
|
-0.7%
|
|
|
230
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$5.36M
|
-$6.02M
|
-173,153
|
-51%
|
|
|
231
|
Mercer Global Advisors
Denver,
Colorado
|
$5.33M
|
-$298K
|
-8,576
|
-5%
|
|
|
232
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$5.31M
|
+$483K
|
+13,913
|
+9%
|
|
|
233
|
North Star Investment Management
Chicago,
Illinois
|
$5.27M
|
+$106K
|
+3,041
|
+2%
|
|
|
234
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$5.25M
|
-$1.22M
|
-35,019
|
-18%
|
|
|
235
|
Wharton Business Group
Malvern,
Pennsylvania
|
$5.22M
|
-$3.92M
|
-112,920
|
-41%
|
|
|
236
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$5.19M
|
-$156K
|
-4,489
|
-3%
|
|
|
237
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$5.18M
|
+$1.25M
|
+35,837
|
+29%
|
|
|
238
|
Callan Capital
La Jolla,
California
|
$5.11M
|
-$183K
|
-5,270
|
-3%
|
|
|
239
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$5.03M
|
-$101K
|
-2,893
|
-2%
|
|
|
240
|
Private Wealth Advisors (California)
Fresno,
California
|
$5.01M
|
-$283K
|
-8,151
|
-5%
|
|
|
241
|
Alerus Financial
Grand Forks,
North Dakota
|
$4.93M
|
+$969K
|
+27,891
|
+22%
|
|
|
242
|
Commerce Bank
Kansas City,
Missouri
|
$4.9M
|
-$536K
|
-15,415
|
-9%
|
|
|
243
|
Bowman & Company
Oshkosh,
Wisconsin
|
$4.89M
|
-$234K
|
-6,729
|
-4%
|
|
|
244
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$4.85M
|
-$1.12M
|
-32,114
|
-18%
|
|
|
245
|
Bank of New York Mellon
New York
|
$4.83M
|
+$178K
|
+5,127
|
+4%
|
|
|
246
|
Davidson Kempner Capital Management
New York
|
$4.82M
|
+$5.21M
|
+150,000
|
New
|
|
|
247
|
Davidson Kempner Partners
New York
|
$4.82M
|
+$5.21M
|
+150,000
|
New
|
|
|
248
|
MY Wealth Management
Germantown,
Maryland
|
$4.81M
|
+$5.2M
|
+149,617
|
New
|
|
|
249
|
Rise Advisors
Rochester,
New York
|
$4.81M
|
+$2.15M
|
+61,962
|
+71%
|
|
|
250
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$4.79M
|
+$306K
|
+8,803
|
+6%
|
|
