|
351
|
UBP Investment Advisors
Geneva,
Switzerland
|
$1.08M
|
+$1.05M
|
+10,925
|
New
|
|
|
352
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.07M
|
+$190K
|
+1,970
|
+22%
|
|
|
353
|
Weatherly Asset Management
Del Mar,
California
|
$1.07M
|
-$14.7K
|
-153
|
-1%
|
|
|
354
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.06M
|
+$1.02M
|
+10,632
|
New
|
|
|
355
|
Bailard
Foster City,
California
|
$1.05M
|
–
|
–
|
–
|
|
|
356
|
B. Riley Financial
Los Angeles,
California
|
$1.05M
|
–
|
–
|
–
|
|
|
357
|
Donaldson Capital Management
Evansville,
Indiana
|
$1.05M
|
+$20.9K
|
+217
|
+2%
|
|
|
358
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$1.05M
|
–
|
–
|
–
|
|
|
359
|
Cutler Group
San Francisco,
California
|
$1.05M
|
+$939K
|
+9,752
|
+1,084%
|
|
|
360
|
Oppenheimer Asset Management
New York
|
$1.03M
|
–
|
–
|
–
|
|
|
361
|
WesBanco Bank
Wheeling,
West Virginia
|
$1.03M
|
-$128K
|
-1,333
|
-11%
|
|
|
362
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$1.02M
|
–
|
–
|
–
|
|
|
363
|
Strategic Wealth Partners
Independence,
Ohio
|
$1.02M
|
+$1.04M
|
+10,792
|
New
|
|
|
364
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.01M
|
+$244K
|
+2,536
|
+33%
|
|
|
365
|
Fifth Third Securities
Cincinnati,
Ohio
|
$997K
|
+$68.7K
|
+714
|
+8%
|
|
|
366
|
Evermay Wealth Management
Arlington,
Virginia
|
$995K
|
-$56.8K
|
-590
|
-6%
|
|
|
367
|
Financial Advocates Investment Management
Olympia,
Washington
|
$995K
|
+$971K
|
+10,085
|
New
|
|
|
368
|
PagnatoKarp Partners
Reston,
Virginia
|
$994K
|
-$48.6K
|
-505
|
-5%
|
|
|
369
|
Avior Wealth Management
Omaha,
Nebraska
|
$994K
|
-$3.27K
|
-34
|
-0.3%
|
|
|
370
|
Montecito Bank & Trust
Santa Barbara,
California
|
$986K
|
-$19K
|
-197
|
-2%
|
|
|
371
|
Henshaw Capital
Woburn,
Massachusetts
|
$986K
|
–
|
–
|
–
|
|
|
372
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$967K
|
+$540K
|
+5,611
|
+134%
|
|
|
373
|
Asset Management One
Tokyo,
Japan
|
$966K
|
-$54.9K
|
-570
|
-5%
|
|
|
374
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$963K
|
-$15.4K
|
-160
|
-2%
|
|
|
375
|
Sandy Spring Bank
Olney,
Maryland
|
$962K
|
-$306K
|
-3,175
|
-25%
|
|
