|
126
|
Creative Planning
Overland Park,
Kansas
|
$859K
|
+$33.3K
|
+408
|
+4%
|
|
|
127
|
Winch Advisory Services
Appleton,
Wisconsin
|
$846K
|
-$362K
|
-4,430
|
-30%
|
|
|
128
|
Conning Inc
Hartford,
Connecticut
|
$844K
|
–
|
–
|
–
|
|
|
129
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$820K
|
-$36.2K
|
-443
|
-4%
|
|
|
130
|
TD Capital Management
Memphis,
Tennessee
|
$812K
|
–
|
–
|
–
|
|
|
131
|
BSW Wealth Partners
Boulder,
Colorado
|
$780K
|
-$24.2K
|
-296
|
-3%
|
|
|
132
|
Patten Group
Chattanooga,
Tennessee
|
$780K
|
+$35.1K
|
+430
|
+5%
|
|
|
133
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$767K
|
–
|
–
|
–
|
|
|
134
|
Tocqueville Asset Management
New York
|
$762K
|
+$32.7K
|
+400
|
+4%
|
|
|
135
|
Goldstein Munger & Associates
San Ramon,
California
|
$747K
|
-$143K
|
-1,754
|
-16%
|
|
|
136
|
|
$716K
|
+$58.1K
|
+711
|
+9%
|
|
|
137
|
Atria Investments
Charlotte,
North Carolina
|
$710K
|
-$262K
|
-3,210
|
-27%
|
|
|
138
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$704K
|
-$292K
|
-3,571
|
-29%
|
|
|
139
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$699K
|
-$75.9K
|
-930
|
-10%
|
|
|
140
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$691K
|
-$18K
|
-221
|
-3%
|
|
|
141
|
Denver Investment Advisors
Denver,
Colorado
|
$676K
|
+$23.5K
|
+288
|
+4%
|
|
|
142
|
IndexIQ Advisors
New York
|
$645K
|
+$650K
|
+7,966
|
New
|
|
|
143
|
SNS Financial Group
Minneapolis,
Minnesota
|
$641K
|
-$65.2K
|
-798
|
-9%
|
|
|
144
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$637K
|
-$2.02M
|
-24,744
|
-75%
|
|
|
145
|
Mutual Advisors
Omaha,
Nebraska
|
$626K
|
+$28.8K
|
+353
|
+5%
|
|
|
146
|
WealthSource Partners
San Luis Obispo,
California
|
$613K
|
-$8.16K
|
-100
|
-1%
|
|
|
147
|
Wharton Business Group
Malvern,
Pennsylvania
|
$585K
|
-$408
|
-5
|
-0.1%
|
|
|
148
|
Raymond James Trust
St. Petersburg,
Florida
|
$582K
|
-$217K
|
-2,653
|
-27%
|
|
|
149
|
Matrix Asset Advisors
White Plains,
New York
|
$582K
|
+$17.6K
|
+215
|
+3%
|
|
|
150
|
Alerus Financial
Grand Forks,
North Dakota
|
$567K
|
–
|
–
|
–
|
|
