|
126
|
Colorado Capital Management
Boulder,
Colorado
|
$399K
|
+$92.5K
|
+3,667
|
+31%
|
|
|
127
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$380K
|
-$203K
|
-8,025
|
-35%
|
|
|
128
|
Northern Trust
Chicago,
Illinois
|
$379K
|
-$68.8K
|
-2,725
|
-16%
|
|
|
129
|
Klingman & Associates
New York
|
$377K
|
-$406K
|
-16,078
|
-52%
|
|
|
130
|
Keel Point
Huntsville,
Alabama
|
$377K
|
–
|
–
|
–
|
|
|
131
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$350K
|
-$356K
|
-14,089
|
-51%
|
|
|
132
|
|
$334K
|
+$330K
|
+13,070
|
New
|
|
|
133
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$305K
|
-$188K
|
-7,456
|
-38%
|
|
|
134
|
Commerce Bank
Kansas City,
Missouri
|
$300K
|
+$56.7K
|
+2,247
|
+24%
|
|
|
135
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$298K
|
+$34K
|
+1,347
|
+13%
|
|
|
136
|
Creative Planning
Overland Park,
Kansas
|
$297K
|
-$52.4K
|
-2,076
|
-15%
|
|
|
137
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$297K
|
+$8.08K
|
+320
|
+3%
|
|
|
138
|
Callan Capital
La Jolla,
California
|
$279K
|
+$53.7K
|
+2,127
|
+24%
|
|
|
139
|
BSW Wealth Partners
Boulder,
Colorado
|
$277K
|
-$8.17M
|
-323,588
|
-97%
|
|
|
140
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$276K
|
-$175K
|
-6,931
|
-39%
|
|
|
141
|
Girard Securities
San Diego,
California
|
$266K
|
+$262K
|
+10,400
|
New
|
|
|
142
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$264K
|
-$17.4K
|
-688
|
-6%
|
|
|
143
|
CIBC Bank USA
Chicago,
Illinois
|
$257K
|
+$253K
|
+10,041
|
New
|
|
|
144
|
M Holdings Securities
Portland,
Oregon
|
$257K
|
+$254K
|
+10,057
|
New
|
|
|
145
|
LVZ Inc
Holland,
Michigan
|
$254K
|
+$251K
|
+9,937
|
New
|
|
|
146
|
Regal Investment Advisors
Kentwood,
Michigan
|
$251K
|
-$11.7K
|
-464
|
-5%
|
|
|
147
|
|
$240K
|
+$237K
|
+9,403
|
New
|
|
|
148
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$230K
|
–
|
–
|
–
|
|
|
149
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$229K
|
-$78.1K
|
-3,095
|
-26%
|
|
|
150
|
SEI Investments
Oaks,
Pennsylvania
|
$197K
|
+$159K
|
+6,315
|
+457%
|
|
