|
251
|
Wealth Architects
Mountain View,
California
|
$2.03M
|
–
|
–
|
–
|
|
|
252
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$1.96M
|
-$13.8K
|
-117
|
-0.8%
|
|
|
253
|
Zions Bancorporation
Salt Lake City,
Utah
|
$1.96M
|
-$124K
|
-1,047
|
-7%
|
|
|
254
|
Wellington Management Group
Boston,
Massachusetts
|
$1.95M
|
+$344K
|
+2,912
|
+24%
|
|
|
255
|
VanEck Associates
New York
|
$1.91M
|
+$82.7K
|
+701
|
+5%
|
|
|
256
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$1.91M
|
+$110K
|
+932
|
+7%
|
|
|
257
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.9M
|
+$1.7M
|
+14,390
|
New
|
|
|
258
|
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
|
$1.86M
|
+$1.66M
|
+14,104
|
New
|
|
|
259
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$1.84M
|
-$79.9K
|
-677
|
-5%
|
|
|
260
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$1.83M
|
+$1.64M
|
+13,909
|
New
|
|
|
261
|
Keebeck Wealth Management
Chicago,
Illinois
|
$1.83M
|
-$96.2K
|
-815
|
-6%
|
|
|
262
|
Pinnacle Associates
New York
|
$1.83M
|
+$542K
|
+4,591
|
+49%
|
|
|
263
|
Boston Partners
Boston,
Massachusetts
|
$1.82M
|
+$1.09M
|
+9,267
|
+202%
|
|
|
264
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.81M
|
+$740K
|
+6,269
|
+84%
|
|
|
265
|
Silverleafe Capital Partners
Germantown,
Tennessee
|
$1.75M
|
+$1.57M
|
+13,322
|
New
|
|
|
266
|
Hardy Reed
Tupelo,
Mississippi
|
$1.75M
|
–
|
–
|
–
|
|
|
267
|
Roundview Capital
Princeton,
New Jersey
|
$1.73M
|
+$106K
|
+895
|
+7%
|
|
|
268
|
WealthSource Partners
San Luis Obispo,
California
|
$1.68M
|
+$502K
|
+4,255
|
+50%
|
|
|
269
|
Natixis Advisors
Boston,
Massachusetts
|
$1.67M
|
+$301K
|
+2,550
|
+25%
|
|
|
270
|
Meeder Asset Management
Dublin,
Ohio
|
$1.67M
|
-$167K
|
-1,419
|
-10%
|
|
|
271
|
Klingman & Associates
New York
|
$1.63M
|
–
|
–
|
–
|
|
|
272
|
Disciplined Investments
Tulsa,
Oklahoma
|
$1.63M
|
-$101K
|
-858
|
-7%
|
|
|
273
|
Carlson Capital Management
Northfield,
Minnesota
|
$1.62M
|
+$1.42K
|
+12
|
+0.1%
|
|
|
274
|
Simon Quick Advisors
Morristown,
New Jersey
|
$1.61M
|
-$761K
|
-6,448
|
-35%
|
|
|
275
|
Evercore Wealth Management
New York
|
$1.61M
|
-$1.18K
|
-10
|
-0.1%
|
|
