|
126
|
Cobiz Wealth
Denver,
Colorado
|
$1.05M
|
+$239K
|
+6,632
|
+31%
|
|
|
127
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$1.04M
|
+$1M
|
+27,772
|
New
|
|
|
128
|
William Blair & Company
Chicago,
Illinois
|
$1.04M
|
+$86.6K
|
+2,400
|
+9%
|
|
|
129
|
|
$1.04M
|
+$296K
|
+8,200
|
+42%
|
|
|
130
|
J.W. Burns & Co
Dewitt,
New York
|
$1.03M
|
-$7.94K
|
-220
|
-0.8%
|
|
|
131
|
CIBC Bank USA
Chicago,
Illinois
|
$1.02M
|
–
|
–
|
–
|
|
|
132
|
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
|
$1M
|
–
|
–
|
–
|
|
|
133
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$988K
|
+$51.7K
|
+1,432
|
+6%
|
|
|
134
|
Natixis Advisors
Boston,
Massachusetts
|
$980K
|
+$183K
|
+5,080
|
+24%
|
|
|
135
|
Placemark Investments
Chicago,
Illinois
|
$963K
|
+$345K
|
+9,552
|
+59%
|
|
|
136
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$902K
|
-$336K
|
-9,304
|
-28%
|
|
|
137
|
Advisory Services Network
Atlanta,
Georgia
|
$899K
|
+$864K
|
+23,956
|
New
|
|
|
138
|
Bank of Kentucky
Crestview Hills,,
Kentucky
|
$876K
|
–
|
–
|
–
|
|
|
139
|
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
|
$852K
|
-$17.6K
|
-488
|
-2%
|
|
|
140
|
MSI Financial Services
Springfield,
Massachusetts
|
$835K
|
-$67.4K
|
-1,868
|
-8%
|
|
|
141
|
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
$826K
|
+$2.89K
|
+80
|
+0.4%
|
|
|
142
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$775K
|
-$118K
|
-3,260
|
-14%
|
|
|
143
|
Creative Planning
Overland Park,
Kansas
|
$765K
|
-$15K
|
-416
|
-2%
|
|
|
144
|
Cadence Bank NA
Houston,
Texas
|
$739K
|
–
|
–
|
–
|
|
|
145
|
Somerset Group
Wayzata,
Minnesota
|
$721K
|
-$182K
|
-5,044
|
-21%
|
|
|
146
|
Perigon Wealth Management
San Francisco,
California
|
$650K
|
+$625K
|
+17,316
|
New
|
|
|
147
|
BlackRock Investment Management
Wilmington,
Delaware
|
$632K
|
–
|
–
|
–
|
|
|
148
|
Fidelity Investments
Boston,
Massachusetts
|
$624K
|
+$151K
|
+4,184
|
+34%
|
|
|
149
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$601K
|
+$577K
|
+16,000
|
New
|
|
|
150
|
Kanawha Capital Management
Richmond,
Virginia
|
$589K
|
–
|
–
|
–
|
|
