|
126
|
Creative Planning
Overland Park,
Kansas
|
$1.34M
|
-$6.88K
|
-86
|
-0.5%
|
|
|
127
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.3M
|
+$268K
|
+3,354
|
+26%
|
|
|
128
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.28M
|
+$44.2K
|
+553
|
+4%
|
|
|
129
|
Clarius Group LLC
Seattle,
Washington
|
$1.24M
|
-$251K
|
-3,138
|
-17%
|
|
|
130
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.23M
|
-$40M
|
-499,869
|
-97%
|
|
|
131
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$1.22M
|
–
|
–
|
–
|
|
|
132
|
Telemus Capital
Southfield,
Michigan
|
$1.21M
|
-$6.88K
|
-86
|
-0.6%
|
|
|
133
|
Advisory Alpha
Holland,
Michigan
|
$1.18M
|
+$303K
|
+3,788
|
+34%
|
|
|
134
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.17M
|
–
|
–
|
–
|
|
|
135
|
Sequent Asset Management
Houston,
Texas
|
$1.13M
|
–
|
–
|
–
|
|
|
136
|
Evensky & Katz
Coral Gables,
Florida
|
$1.12M
|
+$80
|
+1
|
+0%
|
|
|
137
|
TAP Consulting
Kirkwood,
Missouri
|
$1.11M
|
+$1.1M
|
+13,776
|
New
|
|
|
138
|
ETrade Capital Management
Arlington,
Virginia
|
$1.1M
|
-$22K
|
-275
|
-2%
|
|
|
139
|
Palladium Partners
Norfolk,
Virginia
|
$1.09M
|
-$114K
|
-1,425
|
-9%
|
|
|
140
|
Steward Partners Investment Advisory
New York
|
$1.09M
|
+$65.1K
|
+814
|
+6%
|
|
|
141
|
United Asset Strategies
Garden City,
New York
|
$1.05M
|
+$2.8K
|
+35
|
+0.3%
|
|
|
142
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1M
|
-$11.2K
|
-140
|
-1%
|
|
|
143
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$968K
|
-$44.3K
|
-554
|
-4%
|
|
|
144
|
CPWM LLC
Seattle,
Washington
|
$942K
|
–
|
–
|
–
|
|
|
145
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$940K
|
-$800
|
-10
|
-0.1%
|
|
|
146
|
Choate Investment Advisors
Boston,
Massachusetts
|
$938K
|
–
|
–
|
–
|
|
|
147
|
CX Institutional
Auburn,
Indiana
|
$905K
|
+$96.4K
|
+1,206
|
+12%
|
|
|
148
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$902K
|
-$446K
|
-5,576
|
-33%
|
|
|
149
|
Cambiar Investors
Denver,
Colorado
|
$899K
|
–
|
–
|
–
|
|
|
150
|
BTC Capital Management
Des Moines,
Iowa
|
$888K
|
-$126K
|
-1,579
|
-13%
|
|
