|
101
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.55M
|
-$1.71M
|
-23,129
|
-53%
|
|
|
102
|
Childress Capital Advisors
Houston,
Texas
|
$1.55M
|
+$1.5M
|
+20,254
|
New
|
|
|
103
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$1.51M
|
-$12K
|
-162
|
-0.8%
|
|
|
104
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.47M
|
+$544K
|
+7,341
|
+65%
|
|
|
105
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.45M
|
+$333K
|
+4,500
|
+31%
|
|
|
106
|
Stifel Financial
St. Louis,
Missouri
|
$1.43M
|
+$104K
|
+1,399
|
+8%
|
|
|
107
|
Whittier Trust
South Pasadena,
California
|
$1.41M
|
+$81.1K
|
+1,095
|
+6%
|
|
|
108
|
Concord Wealth Partners
Abingdon,
Virginia
|
$1.37M
|
-$97.1K
|
-1,312
|
-7%
|
|
|
109
|
Institute for Wealth Management
Denver,
Colorado
|
$1.35M
|
+$45.8K
|
+619
|
+4%
|
|
|
110
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$1.34M
|
-$295K
|
-3,979
|
-18%
|
|
|
111
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.34M
|
-$62.6K
|
-845
|
-5%
|
|
|
112
|
Annapolis Financial Services
Annapolis,
Maryland
|
$1.32M
|
–
|
–
|
–
|
|
|
113
|
Wealth Management Partners
Tucson,
Arizona
|
$1.31M
|
-$36.4K
|
-492
|
-3%
|
|
|
114
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.31M
|
+$1.27M
|
+17,179
|
New
|
|
|
115
|
WealthSource Partners
San Luis Obispo,
California
|
$1.28M
|
-$701K
|
-9,473
|
-36%
|
|
|
116
|
AJ Wealth Strategies
New York
|
$1.28M
|
–
|
–
|
–
|
|
|
117
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.27M
|
+$60.5K
|
+817
|
+5%
|
|
|
118
|
Parcion Private Wealth
Bellevue,
Washington
|
$1.27M
|
+$90.9K
|
+1,227
|
+8%
|
|
|
119
|
Financial Services Advisory
Rockville,
Maryland
|
$1.22M
|
+$1.18M
|
+15,946
|
New
|
|
|
120
|
Western Wealth Management
Golden,
Colorado
|
$1.2M
|
+$488K
|
+6,591
|
+72%
|
|
|
121
|
Investors Research Corp
Atlanta,
Georgia
|
$1.2M
|
-$4.29K
|
-58
|
-0.4%
|
|
|
122
|
Neumann Capital Management
Foster City,
California
|
$1.18M
|
+$190K
|
+2,570
|
+20%
|
|
|
123
|
|
$1.11M
|
-$50.6K
|
-684
|
-4%
|
|
|
124
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.09M
|
+$1.48K
|
+20
|
+0.1%
|
|
|
125
|
United Capital Financial Advisors
Irving,
Texas
|
$1.07M
|
+$222
|
+3
|
+0%
|
|
