|
151
|
RFG Advisory
Birmingham,
Alabama
|
$6.27M
|
-$406K
|
-2,434
|
-6%
|
|
|
152
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$6.15M
|
+$293K
|
+1,755
|
+5%
|
|
|
153
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$6.07M
|
-$53.2K
|
-319
|
-0.9%
|
|
|
154
|
Coldstream Capital Management
Bellevue,
Washington
|
$6.07M
|
-$452K
|
-2,708
|
-7%
|
|
|
155
|
Vident Advisory
Alpharetta,
Georgia
|
$6M
|
-$273K
|
-1,636
|
-4%
|
|
|
156
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$5.96M
|
-$903K
|
-5,416
|
-13%
|
|
|
157
|
Parsons Capital Management
Providence,
Rhode Island
|
$5.96M
|
+$199K
|
+1,194
|
+3%
|
|
|
158
|
Lido Advisors
Los Angeles,
California
|
$5.93M
|
+$274K
|
+1,643
|
+5%
|
|
|
159
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.82M
|
-$339K
|
-2,033
|
-6%
|
|
|
160
|
Americana Partners
Houston,
Texas
|
$5.79M
|
+$1.94M
|
+11,605
|
+51%
|
|
|
161
|
1900 Wealth Management
San Antonio,
Texas
|
$5.73M
|
-$243K
|
-1,459
|
-4%
|
|
|
162
|
Charles Schwab
San Francisco,
California
|
$5.72M
|
-$407K
|
-2,441
|
-7%
|
|
|
163
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$5.7M
|
–
|
–
|
–
|
|
|
164
|
D.A. Davidson & Co
Great Falls,
Montana
|
$5.68M
|
+$243K
|
+1,457
|
+5%
|
|
|
165
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$5.58M
|
-$2.15M
|
-12,918
|
-28%
|
|
|
166
|
McDonald Partners
Cleveland,
Ohio
|
$5.38M
|
–
|
–
|
–
|
|
|
167
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$5.2M
|
+$303K
|
+1,818
|
+6%
|
|
|
168
|
Beacon Pointe Advisors
Newport Beach,
California
|
$5.14M
|
+$1.93M
|
+11,562
|
+61%
|
|
|
169
|
Knightsbridge Asset Management
Newport Beach,
California
|
$5.11M
|
+$121K
|
+724
|
+2%
|
|
|
170
|
Essex Financial Services
Essex,
Connecticut
|
$5.07M
|
-$59.2K
|
-355
|
-1%
|
|
|
171
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$5.01M
|
-$17.5K
|
-105
|
-0.4%
|
|
|
172
|
M&T Bank
Buffalo,
New York
|
$5.01M
|
-$300K
|
-1,796
|
-6%
|
|
|
173
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$5.01M
|
-$95.7K
|
-574
|
-2%
|
|
|
174
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$5.01M
|
-$94.7K
|
-568
|
-2%
|
|
|
175
|
Garde Capital
Seattle,
Washington
|
$5M
|
-$694K
|
-4,159
|
-12%
|
|
