|
151
|
EP Wealth Advisors
Torrance,
California
|
$465K
|
+$473K
|
+17,130
|
New
|
|
|
152
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$459K
|
–
|
–
|
–
|
|
|
153
|
BOK Financial
Tulsa,
Oklahoma
|
$452K
|
+$459K
|
+16,634
|
New
|
|
|
154
|
Keel Point
Huntsville,
Alabama
|
$401K
|
-$358K
|
-12,951
|
-47%
|
|
|
155
|
Creative Planning
Overland Park,
Kansas
|
$372K
|
-$6.96K
|
-252
|
-2%
|
|
|
156
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$328K
|
–
|
–
|
–
|
|
|
157
|
FDx Advisors
Chicago,
Illinois
|
$326K
|
+$332K
|
+12,005
|
New
|
|
|
158
|
Colorado Capital Management
Boulder,
Colorado
|
$325K
|
+$330K
|
+11,967
|
New
|
|
|
159
|
Hilltop Holdings
Dallas,
Texas
|
$320K
|
+$31K
|
+1,123
|
+11%
|
|
|
160
|
First Foundation Advisors
Irvine,
California
|
$309K
|
+$315K
|
+11,391
|
New
|
|
|
161
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$307K
|
+$22.8K
|
+825
|
+8%
|
|
|
162
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$300K
|
-$7.9K
|
-286
|
-3%
|
|
|
163
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$281K
|
+$48.6K
|
+1,760
|
+21%
|
|
|
164
|
Regal Investment Advisors
Kentwood,
Michigan
|
$279K
|
-$14.4K
|
-520
|
-5%
|
|
|
165
|
Commerce Bank
Kansas City,
Missouri
|
$257K
|
-$242K
|
-8,776
|
-48%
|
|
|
166
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$245K
|
+$249K
|
+9,014
|
New
|
|
|
167
|
Financial Counselors Inc
Overland Park,
Kansas
|
$241K
|
+$245K
|
+8,876
|
New
|
|
|
168
|
Callan Capital
La Jolla,
California
|
$239K
|
-$236K
|
-8,538
|
-49%
|
|
|
169
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$238K
|
+$243K
|
+8,797
|
New
|
|
|
170
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$223K
|
-$91.3K
|
-3,307
|
-29%
|
|
|
171
|
CPWM LLC
Seattle,
Washington
|
$212K
|
–
|
–
|
–
|
|
|
172
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$209K
|
–
|
–
|
–
|
|
|
173
|
City Holding Co
Charleston,
West Virginia
|
$175K
|
+$176K
|
+6,369
|
+9,099%
|
|
|
174
|
SignatureFD
Atlanta,
Georgia
|
$162K
|
+$442
|
+16
|
+0.3%
|
|
|
175
|
Community Bank
Dewitt,
New York
|
$157K
|
–
|
–
|
–
|
|
