|
176
|
Beacon Trust
Morristown,
New Jersey
|
$630K
|
+$29K
|
+1,800
|
+5%
|
|
|
177
|
Asset Dedication LLC
San Francisco,
California
|
$623K
|
-$45.2K
|
-2,810
|
-7%
|
|
|
178
|
United Capital Financial Advisors
Irving,
Texas
|
$617K
|
+$41.1K
|
+2,555
|
+7%
|
|
|
179
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$606K
|
+$242K
|
+15,060
|
+67%
|
|
|
180
|
Timber Hill
Greenwich,
Connecticut
|
$582K
|
+$106K
|
+6,555
|
+23%
|
|
|
181
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$549K
|
+$29.5K
|
+1,830
|
+6%
|
|
|
182
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$546K
|
-$53.6K
|
-3,330
|
-9%
|
|
|
183
|
US Bancorp
Minneapolis,
Minnesota
|
$531K
|
-$77.7K
|
-4,825
|
-13%
|
|
|
184
|
Portfolio Solutions
Royal Oak,
Michigan
|
$530K
|
-$15K
|
-930
|
-3%
|
|
|
185
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$528K
|
–
|
–
|
–
|
|
|
186
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$520K
|
–
|
–
|
–
|
|
|
187
|
Atria Investments
Charlotte,
North Carolina
|
$513K
|
+$75.1K
|
+4,665
|
+18%
|
|
|
188
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$502K
|
-$14.4K
|
-895
|
-3%
|
|
|
189
|
WesBanco Bank
Wheeling,
West Virginia
|
$497K
|
+$5.96K
|
+370
|
+1%
|
|
|
190
|
Choreo LLC
Rockford,
Illinois
|
$483K
|
–
|
–
|
–
|
|
|
191
|
Snowden Capital Advisors
New York
|
$478K
|
+$468K
|
+29,080
|
New
|
|
|
192
|
Creative Planning
Overland Park,
Kansas
|
$474K
|
-$81.5K
|
-5,065
|
-15%
|
|
|
193
|
Total Investment Management
Scottsdale,
Arizona
|
$472K
|
+$462K
|
+28,720
|
New
|
|
|
194
|
Freedom Investment Management
Hartford,
Connecticut
|
$466K
|
+$231K
|
+14,325
|
+102%
|
|
|
195
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$463K
|
+$75.1K
|
+4,665
|
+20%
|
|
|
196
|
Coe Capital Management
Highland Park,
Illinois
|
$457K
|
-$6.04K
|
-375
|
-1%
|
|
|
197
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$444K
|
–
|
–
|
–
|
|
|
198
|
Northern Trust
Chicago,
Illinois
|
$443K
|
-$226K
|
-14,040
|
-34%
|
|
|
199
|
Astor Investment Management
Chicago,
Illinois
|
$438K
|
+$56.6K
|
+3,515
|
+15%
|
|
|
200
|
Whittier Trust
South Pasadena,
California
|
$435K
|
–
|
–
|
–
|
|
