|
126
|
CIBC Bank USA
Chicago,
Illinois
|
$1.13M
|
+$94.5K
|
+890
|
+10%
|
|
|
127
|
KMS Financial Services
Seattle,
Washington
|
$1.07M
|
+$174K
|
+1,640
|
+21%
|
|
|
128
|
Atria Investments
Charlotte,
North Carolina
|
$1.07M
|
+$235K
|
+2,212
|
+30%
|
|
|
129
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$1.01M
|
–
|
–
|
–
|
|
|
130
|
Comerica Securities
Detroit,
Michigan
|
$1M
|
+$349K
|
+3,290
|
+57%
|
|
|
131
|
Aspiriant LLC
Los Angeles,
California
|
$971K
|
+$558K
|
+5,261
|
+150%
|
|
|
132
|
Patten & Patten
Chattanooga,
Tennessee
|
$913K
|
+$876K
|
+8,250
|
New
|
|
|
133
|
Convergent Wealth Advisors
Potomac,
Maryland
|
$910K
|
-$531
|
-5
|
-0.1%
|
|
|
134
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$867K
|
+$272K
|
+2,562
|
+49%
|
|
|
135
|
BOK Financial Private Wealth
Denver,
Colorado
|
$841K
|
-$34.8K
|
-328
|
-4%
|
|
|
136
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$830K
|
+$125K
|
+1,175
|
+19%
|
|
|
137
|
United Capital Financial Advisors
Irving,
Texas
|
$809K
|
-$73.2M
|
-689,974
|
-99%
|
|
|
138
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$809K
|
+$128K
|
+1,209
|
+20%
|
|
|
139
|
Franklin Resources
San Mateo,
California
|
$794K
|
–
|
–
|
–
|
|
|
140
|
Hugh Johnson Advisors
Albany,
New York
|
$764K
|
+$41.4K
|
+390
|
+6%
|
|
|
141
|
EP Wealth Advisors
Torrance,
California
|
$744K
|
–
|
–
|
–
|
|
|
142
|
Catawba Capital Management
Roanoke,
Virginia
|
$742K
|
+$20.6K
|
+194
|
+3%
|
|
|
143
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$700K
|
-$15.9K
|
-150
|
-2%
|
|
|
144
|
Northstar Investment Advisors
Denver,
Colorado
|
$694K
|
-$20.9K
|
-197
|
-3%
|
|
|
145
|
Comerica Bank
Dallas,
Texas
|
$683K
|
-$936K
|
-8,820
|
-59%
|
|
|
146
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$664K
|
–
|
–
|
–
|
|
|
147
|
Financial Counselors Inc
Overland Park,
Kansas
|
$617K
|
+$294K
|
+2,768
|
+98%
|
|
|
148
|
|
$615K
|
–
|
–
|
–
|
|
|
149
|
Raffa Wealth Management
Washington,
District of Columbia
|
$603K
|
+$523K
|
+4,927
|
New
|
|
|
150
|
JMG Financial Group
Downers Grove,
Illinois
|
$602K
|
+$10.1K
|
+95
|
+2%
|
|
