|
201
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$3.3M
|
+$121K
|
+1,546
|
+3%
|
|
|
202
|
Toth Financial Advisory
Leesburg,
Virginia
|
$3.29M
|
+$50.9K
|
+650
|
+1%
|
|
|
203
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.25M
|
+$2.11M
|
+26,944
|
+145%
|
|
|
204
|
Asset Management One
Tokyo,
Japan
|
$3.23M
|
-$1.7M
|
-21,700
|
-32%
|
|
|
205
|
Transcend Capital Advisors
Madison,
New Jersey
|
$3.2M
|
-$298K
|
-3,812
|
-8%
|
|
|
206
|
United Capital Financial Advisors
Irving,
Texas
|
$3.18M
|
+$57.9K
|
+740
|
+2%
|
|
|
207
|
Stephens Inc
Little Rock,
Arkansas
|
$3.14M
|
-$208K
|
-2,656
|
-6%
|
|
|
208
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$3.09M
|
-$18.5K
|
-236
|
-0.5%
|
|
|
209
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$3.07M
|
-$123K
|
-1,568
|
-4%
|
|
|
210
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$3.04M
|
-$33.5K
|
-428
|
-1%
|
|
|
211
|
Sabal Trust
St. Petersburg,
Florida
|
$3.03M
|
+$35.5K
|
+454
|
+1%
|
|
|
212
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$3.03M
|
+$845K
|
+10,806
|
+34%
|
|
|
213
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$3.02M
|
-$458K
|
-5,852
|
-12%
|
|
|
214
|
Caption Management
Oklahoma City,
Oklahoma
|
$2.98M
|
+$3.27M
|
+41,800
|
New
|
|
|
215
|
Pariax
Newport Beach,
California
|
$2.96M
|
+$12K
|
+154
|
+0.4%
|
|
|
216
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$2.95M
|
-$240K
|
-3,064
|
-7%
|
|
|
217
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$2.94M
|
-$298K
|
-3,804
|
-8%
|
|
|
218
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$2.92M
|
-$176K
|
-2,248
|
-5%
|
|
|
219
|
J.W. Cole Advisors
Tampa,
Florida
|
$2.88M
|
-$17.1K
|
-218
|
-0.5%
|
|
|
220
|
TIAA FSB
Jacksonville,
Florida
|
$2.87M
|
-$257K
|
-3,284
|
-8%
|
|
|
221
|
Clal Insurance
Tel-Aviv,
Israel
|
$2.85M
|
+$3.13M
|
+40,000
|
New
|
|
|
222
|
Kestra Advisory Services
Austin,
Texas
|
$2.82M
|
+$448K
|
+5,728
|
+17%
|
|
|
223
|
Trust Company
Manhattan,
Kansas
|
$2.81M
|
-$1.27M
|
-16,218
|
-29%
|
|
|
224
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.79M
|
+$72.9K
|
+932
|
+2%
|
|
|
225
|
Stevens Capital Management
Radnor,
Pennsylvania
|
$2.75M
|
-$156
|
-2
|
-0%
|
|
