|
126
|
Creative Planning
Overland Park,
Kansas
|
$314K
|
–
|
–
|
–
|
|
|
127
|
Accredited Investors
Edina,
Minnesota
|
$312K
|
-$135K
|
-1,820
|
-30%
|
|
|
128
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$297K
|
–
|
–
|
–
|
|
|
129
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$297K
|
-$7.4K
|
-100
|
-2%
|
|
|
130
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$296K
|
-$24.5K
|
-331
|
-8%
|
|
|
131
|
BlackDiamond Wealth Management
New York
|
$285K
|
+$277K
|
+3,749
|
New
|
|
|
132
|
Comerica Bank
Dallas,
Texas
|
$275K
|
-$16.4K
|
-222
|
-6%
|
|
|
133
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$271K
|
–
|
–
|
–
|
|
|
134
|
Freestone Capital Holdings
Seattle,
Washington
|
$270K
|
–
|
–
|
–
|
|
|
135
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$266K
|
–
|
–
|
–
|
|
|
136
|
Pathstone Holdings
Englewood,
New Jersey
|
$245K
|
-$26.8K
|
-363
|
-10%
|
|
|
137
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$241K
|
–
|
–
|
–
|
|
|
138
|
|
$238K
|
+$238K
|
+3,214
|
New
|
|
|
139
|
River Street Advisors
Aurora,
Illinois
|
$237K
|
–
|
–
|
–
|
|
|
140
|
Barclays
London,
United Kingdom
|
$233K
|
–
|
–
|
–
|
|
|
141
|
Vanguard Group
Malvern,
Pennsylvania
|
$225K
|
–
|
–
|
–
|
|
|
142
|
Foster Group
West Des Moines,
Iowa
|
$222K
|
–
|
–
|
–
|
|
|
143
|
First Pacific Financial
Vancouver,
Washington
|
$220K
|
-$55.9K
|
-756
|
-20%
|
|
|
144
|
Osaic Holdings
Scottsdale,
Arizona
|
$204K
|
-$174K
|
-2,356
|
-46%
|
|
|
145
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$143K
|
–
|
–
|
–
|
|
|
146
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$137K
|
–
|
–
|
–
|
|
|
147
|
Fidelity Investments
Boston,
Massachusetts
|
$123K
|
-$6.58K
|
-89
|
-5%
|
|
|
148
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$105K
|
-$11.1K
|
-150
|
-10%
|
|
|
149
|
Zurich Cantonal Bank
Zurich,
Switzerland
|
$103K
|
+$103K
|
+1,389
|
New
|
|
|
150
|
Whittier Trust
South Pasadena,
California
|
$100K
|
–
|
–
|
–
|
|
