|
201
|
Neumann Capital Management
Foster City,
California
|
$1.12M
|
+$435K
|
+5,770
|
+61%
|
|
|
202
|
DOHJ LLC
Seattle,
Washington
|
$1.1M
|
+$69.4K
|
+922
|
+7%
|
|
|
203
|
Huntington National Bank
Columbus,
Ohio
|
$1.09M
|
–
|
–
|
–
|
|
|
204
|
Mercer Investments
Boston,
Massachusetts
|
$1.08M
|
–
|
–
|
–
|
|
|
205
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.08M
|
+$499K
|
+6,620
|
+83%
|
|
|
206
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$1.07M
|
+$998K
|
+13,253
|
+1,022%
|
|
|
207
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.07M
|
+$253K
|
+3,355
|
+30%
|
|
|
208
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$1.05M
|
+$257K
|
+3,410
|
+32%
|
|
|
209
|
Whittier Trust
South Pasadena,
California
|
$1.04M
|
–
|
–
|
–
|
|
|
210
|
Wade Financial Advisory
Campbell,
California
|
$1.04M
|
+$795K
|
+10,560
|
+298%
|
|
|
211
|
HB Wealth Management
Atlanta,
Georgia
|
$1.03M
|
+$36K
|
+478
|
+4%
|
|
|
212
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$1.02M
|
+$179K
|
+2,377
|
+21%
|
|
|
213
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$1.02M
|
+$1.04M
|
+13,809
|
New
|
|
|
214
|
Grimes & Company
Westborough,
Massachusetts
|
$987K
|
+$15.8K
|
+210
|
+2%
|
|
|
215
|
Mendel Capital Management
Little Rock,
Arkansas
|
$985K
|
+$828
|
+11
|
+0.1%
|
|
|
216
|
|
$971K
|
-$364K
|
-4,831
|
-27%
|
|
|
217
|
Bulltick Wealth Management
Miami,
Florida
|
$961K
|
+$212K
|
+2,817
|
+28%
|
|
|
218
|
GW & Wade
Wellesley,
Massachusetts
|
$937K
|
+$215K
|
+2,854
|
+29%
|
|
|
219
|
Merriman Wealth Management
Seattle,
Washington
|
$914K
|
-$2.48M
|
-32,956
|
-73%
|
|
|
220
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$912K
|
+$168K
|
+2,227
|
+22%
|
|
|
221
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$908K
|
-$12.4K
|
-164
|
-1%
|
|
|
222
|
Private Advisor Group
Morristown,
New Jersey
|
$900K
|
-$97.3K
|
-1,292
|
-10%
|
|
|
223
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$893K
|
-$912K
|
-12,109
|
-50%
|
|
|
224
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$869K
|
+$284K
|
+3,772
|
+47%
|
|
|
225
|
Chesley Taft & Associates
Chicago,
Illinois
|
$855K
|
-$15.1K
|
-201
|
-2%
|
|
