|
51
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$1.59M
|
-$18.3K
|
-294
|
-0.9%
|
|
|
52
|
Stratford Consulting
Addison,
Texas
|
$1.49M
|
-$106K
|
-1,702
|
-5%
|
|
|
53
|
Unison Advisors
Washington,
District of Columbia
|
$1.45M
|
+$69.8K
|
+1,120
|
+4%
|
|
|
54
|
Empirical Wealth Management
Seattle,
Washington
|
$1.42M
|
-$532K
|
-8,535
|
-22%
|
|
|
55
|
United Capital Financial Advisors
Irving,
Texas
|
$1.4M
|
-$2.8K
|
-45
|
-0.2%
|
|
|
56
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.38M
|
-$512K
|
-8,210
|
-22%
|
|
|
57
|
CPWM LLC
Seattle,
Washington
|
$1.36M
|
-$44.5K
|
-714
|
-2%
|
|
|
58
|
One Capital Management
Westlake Village,
California
|
$1.34M
|
-$1.07M
|
-17,168
|
-38%
|
|
|
59
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$1.34M
|
-$148K
|
-2,369
|
-8%
|
|
|
60
|
Smart Money Group
Eastland,
Texas
|
$1.3M
|
+$75.8K
|
+1,217
|
+5%
|
|
|
61
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$1.23M
|
-$229K
|
-3,670
|
-13%
|
|
|
62
|
Stifel Financial
St. Louis,
Missouri
|
$1.16M
|
+$47.5K
|
+762
|
+3%
|
|
|
63
|
Creative Planning
Overland Park,
Kansas
|
$1.08M
|
+$862K
|
+13,841
|
+160%
|
|
|
64
|
Flow Traders U.S.
New York
|
$1.05M
|
+$1.03M
|
+16,449
|
+300%
|
|
|
65
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$1.01M
|
-$908K
|
-14,572
|
-41%
|
|
|
66
|
Tortoise Investment Management
White Plains,
New York
|
$963K
|
–
|
–
|
–
|
|
|
67
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$937K
|
+$81.3K
|
+1,305
|
+7%
|
|
|
68
|
Cetera Advisor Networks
El Segundo,
California
|
$874K
|
+$95.8K
|
+1,537
|
+9%
|
|
|
69
|
Huber Financial Advisors
Lincolnshire,
Illinois
|
$872K
|
+$1.13M
|
+18,153
|
New
|
|
|
70
|
Cerity Partners OCIO
New York
|
$838K
|
-$490K
|
-7,868
|
-31%
|
|
|
71
|
Bristlecone Advisors
Bellevue,
Washington
|
$833K
|
+$268K
|
+4,297
|
+33%
|
|
|
72
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$772K
|
+$499K
|
+8,010
|
+99%
|
|
|
73
|
Davenport & Co
Richmond,
Virginia
|
$743K
|
-$133K
|
-2,130
|
-12%
|
|
|
74
|
Price Wealth
Austin,
Texas
|
$739K
|
+$958K
|
+15,380
|
New
|
|
|
75
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$694K
|
+$188K
|
+3,023
|
+26%
|
|
