|
126
|
IEQ Capital
Foster City,
California
|
$591K
|
–
|
–
|
–
|
|
|
127
|
Welch & Forbes
Boston,
Massachusetts
|
$568K
|
–
|
–
|
–
|
|
|
128
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$558K
|
+$577K
|
+35,843
|
New
|
|
|
129
|
Oppenheimer & Close
New York
|
$538K
|
–
|
–
|
–
|
|
|
130
|
SVB Wealth
Boston,
Massachusetts
|
$538K
|
–
|
–
|
–
|
|
|
131
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$532K
|
-$65.6K
|
-4,079
|
-11%
|
|
|
132
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$529K
|
+$547K
|
+34,000
|
New
|
|
|
133
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$514K
|
-$113K
|
-7,000
|
-18%
|
|
|
134
|
Advisory Services Network
Atlanta,
Georgia
|
$509K
|
-$57.9K
|
-3,600
|
-10%
|
|
|
135
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$504K
|
–
|
–
|
–
|
|
|
136
|
Geneos Wealth Management
Englewood,
Colorado
|
$503K
|
-$61.9K
|
-3,850
|
-11%
|
|
|
137
|
United Capital Financial Advisors
Irving,
Texas
|
$498K
|
-$68.2K
|
-4,240
|
-12%
|
|
|
138
|
Madden Advisory Services
Jacksonville,
Florida
|
$496K
|
-$12.2K
|
-756
|
-2%
|
|
|
139
|
Tradition Wealth Management
Edina,
Minnesota
|
$491K
|
–
|
–
|
–
|
|
|
140
|
Moors & Cabot
Boston,
Massachusetts
|
$471K
|
-$10.7K
|
-667
|
-2%
|
|
|
141
|
Valeo Financial Advisors
Carmel,
Indiana
|
$455K
|
–
|
–
|
–
|
|
|
142
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$447K
|
–
|
–
|
–
|
|
|
143
|
Onex Canada Asset Management
Toronto,
Ontario, Canada
|
$435K
|
–
|
–
|
–
|
|
|
144
|
Cobblestone Capital Advisors
Rochester,
New York
|
$426K
|
-$83.4K
|
-5,184
|
-16%
|
|
|
145
|
Steward Partners Investment Advisory
New York
|
$418K
|
-$317K
|
-19,680
|
-42%
|
|
|
146
|
|
$412K
|
+$53.6K
|
+3,331
|
+14%
|
|
|
147
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$404K
|
-$36.2K
|
-2,250
|
-8%
|
|
|
148
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$404K
|
-$5.41K
|
-336
|
-1%
|
|
|
149
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$394K
|
–
|
–
|
–
|
|
|
150
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$389K
|
-$4.1K
|
-255
|
-1%
|
|
