|
351
|
Sendero Wealth Management
San Antonio,
Texas
|
$1.45M
|
–
|
–
|
–
|
|
|
352
|
Harbour Investments
Madison,
Wisconsin
|
$1.45M
|
-$223K
|
-6,910
|
-12%
|
|
|
353
|
Fidelity Investments
Boston,
Massachusetts
|
$1.44M
|
-$78.1K
|
-2,422
|
-5%
|
|
|
354
|
Callan Capital
La Jolla,
California
|
$1.44M
|
+$709
|
+22
|
+0%
|
|
|
355
|
WP Advisors
San Francisco,
California
|
$1.43M
|
-$3.93K
|
-122
|
-0.3%
|
|
|
356
|
Trust Company
Manhattan,
Kansas
|
$1.42M
|
-$347K
|
-10,750
|
-18%
|
|
|
357
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$1.42M
|
+$11K
|
+342
|
+0.7%
|
|
|
358
|
Allworth Financial
Folsom,
California
|
$1.42M
|
-$71.6K
|
-2,220
|
-4%
|
|
|
359
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.41M
|
-$18.2K
|
-566
|
-1%
|
|
|
360
|
Securian Asset Management
St Paul,
Minnesota
|
$1.41M
|
–
|
–
|
–
|
|
|
361
|
|
$1.4M
|
-$628K
|
-19,492
|
-29%
|
|
|
362
|
Private Capital Management (Florida)
Naples,
Florida
|
$1.39M
|
+$483K
|
+14,982
|
+46%
|
|
|
363
|
Primoris Wealth Advisors
North Palm Beach,
Florida
|
$1.39M
|
-$2.5M
|
-77,592
|
-62%
|
|
|
364
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.37M
|
-$2.22M
|
-68,820
|
-60%
|
|
|
365
|
IEQ Capital
Foster City,
California
|
$1.36M
|
+$1.2M
|
+37,212
|
+409%
|
|
|
366
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$1.34M
|
+$624K
|
+19,368
|
+75%
|
|
|
367
|
Stamos Capital Partners
Menlo Park,
California
|
$1.33M
|
–
|
–
|
–
|
|
|
368
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.33M
|
-$54.8K
|
-1,700
|
-4%
|
|
|
369
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.33M
|
-$57.8K
|
-1,794
|
-4%
|
|
|
370
|
Privium Fund Management (UK)
London,
United Kingdom
|
$1.32M
|
–
|
–
|
–
|
|
|
371
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$1.31M
|
+$1.43M
|
+44,420
|
New
|
|
|
372
|
|
$1.31M
|
+$177K
|
+5,496
|
+14%
|
|
|
373
|
ICA Group Wealth Management
Denver,
Colorado
|
$1.29M
|
+$31.4K
|
+974
|
+2%
|
|
|
374
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$1.28M
|
-$77.7K
|
-2,412
|
-5%
|
|
|
375
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$1.27M
|
+$64.3K
|
+1,996
|
+5%
|
|
