|
101
|
Perigon Wealth Management
San Francisco,
California
|
$797K
|
+$807K
|
+18,822
|
New
|
|
|
102
|
Gramercy Funds Management
Greenwich,
Connecticut
|
$779K
|
–
|
–
|
–
|
|
|
103
|
Suntrust Banks
Atlanta,
Georgia
|
$776K
|
-$1.21M
|
-28,181
|
-61%
|
|
|
104
|
Baystate Wealth Management
Boston,
Massachusetts
|
$697K
|
-$42.5K
|
-992
|
-6%
|
|
|
105
|
|
$669K
|
+$678K
|
+15,801
|
New
|
|
|
106
|
American International Group
New York
|
$663K
|
+$103K
|
+2,408
|
+18%
|
|
|
107
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$613K
|
–
|
–
|
–
|
|
|
108
|
Sequent Asset Management
Houston,
Texas
|
$610K
|
+$618K
|
+14,413
|
New
|
|
|
109
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$591K
|
+$88.7K
|
+2,069
|
+17%
|
|
|
110
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$567K
|
–
|
–
|
–
|
|
|
111
|
William Blair & Company
Chicago,
Illinois
|
$548K
|
-$21.4K
|
-500
|
-4%
|
|
|
112
|
Aris Wealth Services
State College,
Pennsylvania
|
$547K
|
+$555K
|
+12,934
|
New
|
|
|
113
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$495K
|
–
|
–
|
–
|
|
|
114
|
First Allied Advisory Services
San Diego,
California
|
$468K
|
-$22.2K
|
-518
|
-4%
|
|
|
115
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$465K
|
+$186K
|
+4,342
|
+65%
|
|
|
116
|
Garde Capital
Seattle,
Washington
|
$450K
|
+$456K
|
+10,624
|
New
|
|
|
117
|
Brown Advisory
Baltimore,
Maryland
|
$448K
|
+$25.7K
|
+600
|
+6%
|
|
|
118
|
Concert Wealth Management
San Jose,
California
|
$429K
|
+$28.9K
|
+673
|
+7%
|
|
|
119
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$428K
|
-$81.3K
|
-1,895
|
-16%
|
|
|
120
|
Prudential Financial
Newark,
New Jersey
|
$413K
|
+$418K
|
+9,750
|
New
|
|
|
121
|
Rathbones Group
Liverpool,
United Kingdom
|
$404K
|
+$29.6K
|
+690
|
+8%
|
|
|
122
|
|
$403K
|
+$150K
|
+3,500
|
+58%
|
|
|
123
|
Destination Wealth Management
Walnut Creek,
California
|
$401K
|
+$406K
|
+9,472
|
New
|
|
|
124
|
Integral Derivatives
New York
|
$396K
|
-$633K
|
-14,750
|
-61%
|
|
|
125
|
Narwhal Capital Management
Marietta,
Georgia
|
$394K
|
–
|
–
|
–
|
|
