|
126
|
WealthPLAN Partners
Omaha,
Nebraska
|
$2.21M
|
+$392K
|
+29,077
|
+24%
|
|
|
127
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$2.11M
|
-$148K
|
-10,981
|
-7%
|
|
|
128
|
Citizens Business Bank
Ontario,
California
|
$1.97M
|
+$27K
|
+2,000
|
+1%
|
|
|
129
|
|
$1.95M
|
+$3.13K
|
+232
|
+0.2%
|
|
|
130
|
United Capital Financial Advisors
Irving,
Texas
|
$1.93M
|
-$245K
|
-18,128
|
-12%
|
|
|
131
|
Centric Wealth Management
Chicago,
Illinois
|
$1.88M
|
+$1.75M
|
+130,000
|
New
|
|
|
132
|
Mirador Capital Partners
Pleasanton,
California
|
$1.81M
|
-$18.9K
|
-1,400
|
-1%
|
|
|
133
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.8M
|
+$53.8K
|
+3,991
|
+3%
|
|
|
134
|
IEQ Capital
Foster City,
California
|
$1.77M
|
+$66.3K
|
+4,916
|
+4%
|
|
|
135
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$1.75M
|
–
|
–
|
–
|
|
|
136
|
IHT Wealth Management
Chicago,
Illinois
|
$1.73M
|
+$418K
|
+30,987
|
+35%
|
|
|
137
|
AJ Wealth Strategies
New York
|
$1.72M
|
-$438K
|
-32,482
|
-21%
|
|
|
138
|
Perennial Advisors
New York
|
$1.72M
|
+$36K
|
+2,668
|
+2%
|
|
|
139
|
Cetera Advisors
Denver,
Colorado
|
$1.71M
|
-$9.5K
|
-704
|
-0.6%
|
|
|
140
|
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
$1.69M
|
–
|
–
|
–
|
|
|
141
|
Davenport & Co
Richmond,
Virginia
|
$1.69M
|
-$176K
|
-13,044
|
-10%
|
|
|
142
|
M&T Bank
Buffalo,
New York
|
$1.63M
|
-$88.4K
|
-6,550
|
-5%
|
|
|
143
|
|
$1.63M
|
-$4.82M
|
-356,975
|
-76%
|
|
|
144
|
Joel Isaacson & Co
New York
|
$1.62M
|
+$11.8K
|
+878
|
+0.8%
|
|
|
145
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$1.6M
|
+$12.1K
|
+895
|
+0.8%
|
|
|
146
|
Guild Investment Management
Los Angeles,
California
|
$1.6M
|
+$19.6K
|
+1,450
|
+1%
|
|
|
147
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.6M
|
+$172K
|
+12,778
|
+13%
|
|
|
148
|
NorthRock Partners
Minneapolis,
Minnesota
|
$1.59M
|
-$82.8K
|
-6,140
|
-5%
|
|
|
149
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$1.59M
|
-$1.54M
|
-114,442
|
-51%
|
|
|
150
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$1.59M
|
-$25.1K
|
-1,862
|
-2%
|
|
