|
101
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$400K
|
–
|
–
|
–
|
|
|
102
|
Parcion Private Wealth
Bellevue,
Washington
|
$399K
|
–
|
–
|
–
|
|
|
103
|
IMS Capital Management
Portland,
Oregon
|
$398K
|
–
|
–
|
–
|
|
|
104
|
|
$394K
|
+$9.96K
|
+266
|
+3%
|
|
|
105
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$392K
|
+$43.9K
|
+1,173
|
+14%
|
|
|
106
|
SignatureFD
Atlanta,
Georgia
|
$380K
|
-$5.2K
|
-139
|
-1%
|
|
|
107
|
Naviter Wealth
Little Rock,
Arkansas
|
$363K
|
+$26.7K
|
+713
|
+10%
|
|
|
108
|
Zurich Cantonal Bank
Zurich,
Switzerland
|
$358K
|
-$17K
|
-454
|
-5%
|
|
|
109
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$355K
|
-$172K
|
-4,608
|
-34%
|
|
|
110
|
Creative Planning
Overland Park,
Kansas
|
$349K
|
-$49.7K
|
-1,328
|
-13%
|
|
|
111
|
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
$345K
|
–
|
–
|
–
|
|
|
112
|
Vise Technologies
New York
|
$343K
|
+$20.1K
|
+536
|
+7%
|
|
|
113
|
Fulton Bank
Lancaster,
Pennsylvania
|
$341K
|
-$41.2K
|
-1,102
|
-11%
|
|
|
114
|
MGO One Seven
Beachwood,
Ohio
|
$341K
|
-$31.6K
|
-845
|
-9%
|
|
|
115
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$335K
|
+$49K
|
+1,309
|
+18%
|
|
|
116
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$322K
|
+$121K
|
+3,237
|
+67%
|
|
|
117
|
Wealth Alliance
Mellville,
New York
|
$311K
|
-$3.78K
|
-101
|
-1%
|
|
|
118
|
Financial Counselors Inc
Overland Park,
Kansas
|
$294K
|
–
|
–
|
–
|
|
|
119
|
Mercer Global Advisors
Denver,
Colorado
|
$286K
|
-$2.06K
|
-55
|
-0.8%
|
|
|
120
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$284K
|
+$27.8K
|
+743
|
+12%
|
|
|
121
|
Forum Financial Management
Lombard,
Illinois
|
$283K
|
+$37
|
+1
|
+0%
|
|
|
122
|
DFPG Investments
Sandy,
Utah
|
$278K
|
+$234K
|
+6,251
|
New
|
|
|
123
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$274K
|
–
|
–
|
–
|
|
|
124
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$274K
|
+$258K
|
+6,891
|
New
|
|
|
125
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$274K
|
+$258K
|
+6,885
|
New
|
|
