|
351
|
LGL Partners
Philadelphia,
Pennsylvania
|
$2.97M
|
-$332K
|
-3,037
|
-10%
|
|
|
352
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$2.96M
|
+$164K
|
+1,498
|
+6%
|
|
|
353
|
Ballentine Partners
Waltham,
Massachusetts
|
$2.93M
|
+$2.93M
|
+26,798
|
New
|
|
|
354
|
EP Wealth Advisors
Torrance,
California
|
$2.93M
|
-$4.45M
|
-40,700
|
-60%
|
|
|
355
|
Institute for Wealth Management
Denver,
Colorado
|
$2.92M
|
+$2.91M
|
+26,628
|
New
|
|
|
356
|
Fisher Asset Management
Camas,
Washington
|
$2.92M
|
+$1.36M
|
+12,413
|
+87%
|
|
|
357
|
SNS Financial Group
Minneapolis,
Minnesota
|
$2.91M
|
-$336K
|
-3,078
|
-10%
|
|
|
358
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$2.91M
|
+$290K
|
+2,657
|
+11%
|
|
|
359
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
$2.9M
|
+$1.38M
|
+12,580
|
+90%
|
|
|
360
|
Autus Asset Management
Scottsdale,
Arizona
|
$2.89M
|
+$14.3K
|
+131
|
+0.5%
|
|
|
361
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$2.88M
|
–
|
–
|
–
|
|
|
362
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$2.8M
|
+$79.1K
|
+724
|
+3%
|
|
|
363
|
PagnatoKarp Partners
Reston,
Virginia
|
$2.76M
|
-$740K
|
-6,770
|
-21%
|
|
|
364
|
First National Bank of Omaha
Omaha,
Nebraska
|
$2.75M
|
-$2.19K
|
-20
|
-0.1%
|
|
|
365
|
Truepoint Inc
Cincinnati,
Ohio
|
$2.74M
|
+$19.7K
|
+180
|
+0.7%
|
|
|
366
|
Texas Capital Bancshares
Dallas,
Texas
|
$2.73M
|
-$429K
|
-3,921
|
-14%
|
|
|
367
|
Boston Financial Management
Boston,
Massachusetts
|
$2.71M
|
-$131K
|
-1,198
|
-5%
|
|
|
368
|
NWAM LLC
Mercer Island,
Washington
|
$2.68M
|
-$99K
|
-906
|
-4%
|
|
|
369
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$2.65M
|
+$2.65M
|
+24,219
|
New
|
|
|
370
|
Courage Miller Partners
Norfolk,
Virginia
|
$2.65M
|
-$19.5K
|
-178
|
-0.7%
|
|
|
371
|
Financial Consulate
Hunt Valley,
Maryland
|
$2.64M
|
-$134K
|
-1,226
|
-5%
|
|
|
372
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$2.63M
|
+$666K
|
+6,089
|
+34%
|
|
|
373
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$2.63M
|
–
|
–
|
–
|
|
|
374
|
Dimension Capital Management
Coral Gables,
Florida
|
$2.57M
|
+$411K
|
+3,761
|
+19%
|
|
|
375
|
Oppenheimer Asset Management
New York
|
$2.57M
|
-$30.7K
|
-281
|
-1%
|
|
