|
76
|
Moors & Cabot
Boston,
Massachusetts
|
$338K
|
+$3.82K
|
+62
|
+1%
|
|
|
77
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$314K
|
+$112K
|
+1,812
|
+53%
|
|
|
78
|
Zions Bancorporation
Salt Lake City,
Utah
|
$314K
|
+$324K
|
+5,257
|
New
|
|
|
79
|
IMA Advisory Services
Denver,
Colorado
|
$311K
|
–
|
–
|
–
|
|
|
80
|
Cerity Partners OCIO
New York
|
$298K
|
+$307K
|
+4,984
|
New
|
|
|
81
|
Foster & Motley
Cincinnati,
Ohio
|
$295K
|
+$73.6K
|
+1,194
|
+32%
|
|
|
82
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$284K
|
+$36.4K
|
+590
|
+14%
|
|
|
83
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$275K
|
+$121K
|
+1,962
|
+74%
|
|
|
84
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$259K
|
-$1.6M
|
-25,933
|
-86%
|
|
|
85
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$244K
|
-$36.4K
|
-590
|
-13%
|
|
|
86
|
Foothills Asset Management
Scottsdale,
Arizona
|
$241K
|
–
|
–
|
–
|
|
|
87
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$235K
|
-$56.2K
|
-912
|
-19%
|
|
|
88
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$231K
|
-$237K
|
-3,838
|
-50%
|
|
|
89
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$230K
|
-$87K
|
-1,410
|
-27%
|
|
|
90
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$225K
|
+$1.79K
|
+29
|
+0.8%
|
|
|
91
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$225K
|
+$232K
|
+3,768
|
New
|
|
|
92
|
Evercore Wealth Management
New York
|
$221K
|
-$308K
|
-5,000
|
-58%
|
|
|
93
|
BBVA USA Bancshares
Houston,
Texas
|
$216K
|
-$6.91K
|
-112
|
-3%
|
|
|
94
|
Davenport & Co
Richmond,
Virginia
|
$216K
|
–
|
–
|
–
|
|
|
95
|
WhitTier Trust Company
Reno,
Nevada
|
$176K
|
–
|
–
|
–
|
|
|
96
|
Country Trust Bank
Bloomington,
Illinois
|
$125K
|
+$129K
|
+2,088
|
New
|
|
|
97
|
People's United Financial
Bridgeport,
Connecticut
|
$64K
|
-$15K
|
-244
|
-18%
|
|
|
98
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$61K
|
-$352K
|
-5,701
|
-85%
|
|
|
99
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$56K
|
+$37K
|
+600
|
+178%
|
|
|
100
|
Glassman Wealth Services
Vienna,
Virginia
|
$50K
|
–
|
–
|
–
|
|
