|
176
|
Empirical Wealth Management
Seattle,
Washington
|
$529K
|
+$523K
|
+5,681
|
New
|
|
|
177
|
Vontobel Holding
Zurich,
Switzerland
|
$503K
|
+$134K
|
+1,454
|
+37%
|
|
|
178
|
Credit Suisse
Zurich,
Switzerland
|
$488K
|
-$7.26M
|
-78,906
|
-94%
|
|
|
179
|
M&T Bank
Buffalo,
New York
|
$488K
|
+$2.21K
|
+24
|
+0.5%
|
|
|
180
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$484K
|
+$3.22K
|
+35
|
+0.7%
|
|
|
181
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$477K
|
-$20.1K
|
-219
|
-4%
|
|
|
182
|
Mirador Capital Partners
Pleasanton,
California
|
$477K
|
+$471K
|
+5,118
|
New
|
|
|
183
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$476K
|
+$108K
|
+1,171
|
+30%
|
|
|
184
|
Roundview Capital
Princeton,
New Jersey
|
$472K
|
-$14.4K
|
-157
|
-3%
|
|
|
185
|
Concentrum Wealth Management
San Jose,
California
|
$469K
|
+$231K
|
+2,512
|
+100%
|
|
|
186
|
Telos Capital Management
San Diego,
California
|
$462K
|
+$184
|
+2
|
+0%
|
|
|
187
|
Gilbert & Cook
West Des Moines,
Iowa
|
$459K
|
-$421K
|
-4,580
|
-48%
|
|
|
188
|
Cumberland Partners
Toronto,
Ontario, Canada
|
$452K
|
+$45.3K
|
+492
|
+11%
|
|
|
189
|
SWMG LLC
Fort Worth,
Texas
|
$442K
|
-$424K
|
-4,609
|
-49%
|
|
|
190
|
Magnus Financial Group
New York
|
$442K
|
+$46.5K
|
+505
|
+12%
|
|
|
191
|
|
$440K
|
-$17.2M
|
-186,656
|
-98%
|
|
|
192
|
Citizens Business Bank
Ontario,
California
|
$424K
|
+$419K
|
+4,554
|
New
|
|
|
193
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$419K
|
-$595K
|
-6,471
|
-59%
|
|
|
194
|
Fiduciary Trust
Boston,
Massachusetts
|
$419K
|
–
|
–
|
–
|
|
|
195
|
Merk Investments
Menlo Park,
California
|
$419K
|
–
|
–
|
–
|
|
|
196
|
Fisher Asset Management
Camas,
Washington
|
$399K
|
+$164K
|
+1,778
|
+71%
|
|
|
197
|
GSB Wealth Management
Guilford,
Connecticut
|
$398K
|
+$18.4K
|
+200
|
+5%
|
|
|
198
|
Creative Planning
Overland Park,
Kansas
|
$396K
|
+$52.5K
|
+571
|
+16%
|
|
|
199
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$391K
|
–
|
–
|
–
|
|
|
200
|
Global Retirement Partners
San Rafael,
California
|
$349K
|
-$26.8K
|
-291
|
-7%
|
|
