|
101
|
Squar Milner Financial Services
Irvine,
California
|
$1.41M
|
+$227K
|
+2,843
|
+19%
|
|
|
102
|
BTC Capital Management
Des Moines,
Iowa
|
$1.3M
|
+$1.29M
|
+16,179
|
New
|
|
|
103
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$1.23M
|
–
|
–
|
–
|
|
|
104
|
Telemus Capital
Southfield,
Michigan
|
$1.22M
|
-$80.3K
|
-1,007
|
-6%
|
|
|
105
|
Chemical Bank
Detroit,
Michigan
|
$1.2M
|
+$108K
|
+1,359
|
+10%
|
|
|
106
|
Lucia Wealth Services
San Diego,
California
|
$1.17M
|
-$523K
|
-6,557
|
-31%
|
|
|
107
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.17M
|
–
|
–
|
–
|
|
|
108
|
Rinet Company
Boston,
Massachusetts
|
$1.16M
|
-$1.75K
|
-22
|
-0.2%
|
|
|
109
|
Sequent Asset Management
Houston,
Texas
|
$1.12M
|
–
|
–
|
–
|
|
|
110
|
Brown Advisory
Baltimore,
Maryland
|
$1.12M
|
+$144K
|
+1,802
|
+15%
|
|
|
111
|
Palladium Partners
Norfolk,
Virginia
|
$1.09M
|
–
|
–
|
–
|
|
|
112
|
Bessemer Group
Woodbridge,
New Jersey
|
$1.07M
|
–
|
–
|
–
|
|
|
113
|
ETrade Capital Management
Arlington,
Virginia
|
$1.07M
|
+$41.3K
|
+518
|
+4%
|
|
|
114
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$939K
|
-$414K
|
-5,188
|
-31%
|
|
|
115
|
CPWM LLC
Seattle,
Washington
|
$937K
|
–
|
–
|
–
|
|
|
116
|
Creative Planning
Overland Park,
Kansas
|
$901K
|
+$16.3K
|
+205
|
+2%
|
|
|
117
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$901K
|
+$47.8K
|
+600
|
+6%
|
|
|
118
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$874K
|
–
|
–
|
–
|
|
|
119
|
United Asset Strategies
Garden City,
New York
|
$869K
|
-$54.2K
|
-680
|
-6%
|
|
|
120
|
|
$860K
|
+$179K
|
+2,246
|
+26%
|
|
|
121
|
Avantax Planning Partners
Dubuque,
Iowa
|
$844K
|
-$71.4K
|
-896
|
-8%
|
|
|
122
|
MGO One Seven
Beachwood,
Ohio
|
$843K
|
+$840K
|
+10,536
|
New
|
|
|
123
|
Conning Inc
Hartford,
Connecticut
|
$841K
|
–
|
–
|
–
|
|
|
124
|
Autus Asset Management
Scottsdale,
Arizona
|
$809K
|
-$9.57K
|
-120
|
-1%
|
|
|
125
|
BSW Wealth Partners
Boulder,
Colorado
|
$806K
|
+$29.3K
|
+368
|
+4%
|
|
