|
126
|
|
$1.48M
|
–
|
–
|
–
|
|
|
127
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.48M
|
–
|
–
|
–
|
|
|
128
|
AJ Wealth Strategies
New York
|
$1.45M
|
+$363K
|
+4,841
|
+29%
|
|
|
129
|
Wealthfront Advisers
Palo Alto,
California
|
$1.4M
|
+$126K
|
+1,677
|
+9%
|
|
|
130
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.4M
|
+$244K
|
+3,251
|
+18%
|
|
|
131
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.38M
|
–
|
–
|
–
|
|
|
132
|
Childress Capital Advisors
Houston,
Texas
|
$1.35M
|
-$19K
|
-253
|
-1%
|
|
|
133
|
Vicus Capital
State College,
Pennsylvania
|
$1.34M
|
+$48K
|
+639
|
+3%
|
|
|
134
|
SVB Wealth
Boston,
Massachusetts
|
$1.32M
|
-$778K
|
-10,366
|
-34%
|
|
|
135
|
AE Wealth Management
Topeka,
Kansas
|
$1.29M
|
+$8.18K
|
+109
|
+0.6%
|
|
|
136
|
HB Wealth Management
Atlanta,
Georgia
|
$1.29M
|
–
|
–
|
–
|
|
|
137
|
Boston Trust Walden
Boston,
Massachusetts
|
$1.23M
|
–
|
–
|
–
|
|
|
138
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.22M
|
-$859K
|
-11,450
|
-39%
|
|
|
139
|
GW & Wade
Wellesley,
Massachusetts
|
$1.2M
|
+$119K
|
+1,586
|
+10%
|
|
|
140
|
|
$1.2M
|
+$1.08M
|
+14,422
|
+417%
|
|
|
141
|
AssetMark Inc
Concord,
California
|
$1.19M
|
+$524K
|
+6,977
|
+65%
|
|
|
142
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$1.19M
|
+$46.2K
|
+616
|
+4%
|
|
|
143
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.17M
|
+$340K
|
+4,525
|
+35%
|
|
|
144
|
D.J. St. Germain
Springfield,
Massachusetts
|
$1.17M
|
–
|
–
|
–
|
|
|
145
|
|
$1.16M
|
-$5.86K
|
-78
|
-0.4%
|
|
|
146
|
Annapolis Financial Services
Annapolis,
Maryland
|
$1.16M
|
–
|
–
|
–
|
|
|
147
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$1.15M
|
+$41K
|
+546
|
+3%
|
|
|
148
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$1.13M
|
-$61.8K
|
-824
|
-5%
|
|
|
149
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$1.13M
|
-$43.7K
|
-582
|
-4%
|
|
|
150
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$1.12M
|
+$10.1K
|
+135
|
+0.8%
|
|
