|
201
|
EPIQ Partners
Minneapolis,
Minnesota
|
$1.47M
|
-$1.87M
|
-10,520
|
-51%
|
|
|
202
|
GW & Wade
Wellesley,
Massachusetts
|
$1.43M
|
–
|
–
|
–
|
|
|
203
|
SL Advisors
Westfield,
New Jersey
|
$1.42M
|
-$660K
|
-3,711
|
-28%
|
|
|
204
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1.41M
|
–
|
–
|
–
|
|
|
205
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.4M
|
–
|
–
|
–
|
|
|
206
|
IMA Advisory Services
Denver,
Colorado
|
$1.37M
|
-$19.9K
|
-112
|
-1%
|
|
|
207
|
Ironwood Investment Management
Boston,
Massachusetts
|
$1.32M
|
+$1.59M
|
+8,912
|
New
|
|
|
208
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$1.31M
|
+$1.55M
|
+8,700
|
+5,724%
|
|
|
209
|
SEI Investments
Oaks,
Pennsylvania
|
$1.3M
|
-$1.08M
|
-6,044
|
-41%
|
|
|
210
|
Integrated Advisors Network
Dallas,
Texas
|
$1.29M
|
-$35.6K
|
-200
|
-2%
|
|
|
211
|
Sonata Capital Group
Seattle,
Washington
|
$1.24M
|
–
|
–
|
–
|
|
|
212
|
Creative Planning
Overland Park,
Kansas
|
$1.23M
|
-$74.4K
|
-418
|
-5%
|
|
|
213
|
Cetera Advisors
Denver,
Colorado
|
$1.22M
|
+$241K
|
+1,354
|
+20%
|
|
|
214
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.21M
|
-$86.3K
|
-485
|
-6%
|
|
|
215
|
BBVA USA Bancshares
Houston,
Texas
|
$1.21M
|
-$100K
|
-563
|
-6%
|
|
|
216
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$1.19M
|
–
|
–
|
–
|
|
|
217
|
Prospera Financial Services
Dallas,
Texas
|
$1.14M
|
-$92K
|
-517
|
-6%
|
|
|
218
|
Wealth Architects
Mountain View,
California
|
$1.13M
|
–
|
–
|
–
|
|
|
219
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$1.12M
|
+$26.5K
|
+149
|
+2%
|
|
|
220
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$1.1M
|
–
|
–
|
–
|
|
|
221
|
|
$1.1M
|
-$45K
|
-253
|
-3%
|
|
|
222
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1.09M
|
-$6.58M
|
-36,983
|
-83%
|
|
|
223
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.08M
|
-$39K
|
-219
|
-3%
|
|
|
224
|
Beacon Financial Group
Dallas,
Texas
|
$1.07M
|
–
|
–
|
–
|
|
|
225
|
Norris Perne & French
Grand Rapids,
Michigan
|
$1.07M
|
-$111K
|
-625
|
-8%
|
|
