|
76
|
Coldstream Capital Management
Bellevue,
Washington
|
$410K
|
–
|
–
|
–
|
|
|
77
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$396K
|
–
|
–
|
–
|
|
|
78
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$389K
|
+$394K
|
+12,303
|
New
|
|
|
79
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$344K
|
-$39.8K
|
-1,241
|
-10%
|
|
|
80
|
Osaic Holdings
Scottsdale,
Arizona
|
$332K
|
-$119K
|
-3,712
|
-26%
|
|
|
81
|
Snowden Capital Advisors
New York
|
$329K
|
–
|
–
|
–
|
|
|
82
|
First Horizon Advisors
Memphis,
Tennessee
|
$326K
|
–
|
–
|
–
|
|
|
83
|
Brown Advisory
Baltimore,
Maryland
|
$321K
|
-$1.7K
|
-53
|
-0.5%
|
|
|
84
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$312K
|
-$65.5K
|
-2,042
|
-17%
|
|
|
85
|
Advisory Services & Investments
Bend,
Oregon
|
$304K
|
+$95.6K
|
+2,981
|
+45%
|
|
|
86
|
Wells Fargo
San Francisco,
California
|
$278K
|
-$385
|
-12
|
-0.1%
|
|
|
87
|
Bangor Savings Bank
Bangor,
Maine
|
$269K
|
–
|
–
|
–
|
|
|
88
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$269K
|
+$272K
|
+8,500
|
New
|
|
|
89
|
PDS Planning
Dublin,
Ohio
|
$255K
|
–
|
–
|
–
|
|
|
90
|
AE Wealth Management
Topeka,
Kansas
|
$247K
|
-$74.8K
|
-2,334
|
-23%
|
|
|
91
|
Trivant Custom Portfolio Group
San Diego,
California
|
$221K
|
+$224K
|
+7,000
|
New
|
|
|
92
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$213K
|
–
|
–
|
–
|
|
|
93
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$211K
|
-$36.1K
|
-1,127
|
-14%
|
|
|
94
|
Cresset Asset Management
Chicago,
Illinois
|
$210K
|
+$213K
|
+6,660
|
New
|
|
|
95
|
Rockland Trust
Hanover,
Massachusetts
|
$210K
|
+$213K
|
+6,643
|
New
|
|
|
96
|
SVB Wealth
Boston,
Massachusetts
|
$207K
|
-$4.71K
|
-147
|
-2%
|
|
|
97
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$206K
|
+$209K
|
+6,513
|
New
|
|
|
98
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$200K
|
-$6.41K
|
-200
|
-3%
|
|
|
99
|
Bessemer Group
Woodbridge,
New Jersey
|
$188K
|
–
|
–
|
–
|
|
|
100
|
Clear Investment Research
Alpharetta,
Georgia
|
$185K
|
-$4.46K
|
-139
|
-2%
|
|
