|
101
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$1.69M
|
+$168K
|
+2,795
|
+11%
|
|
|
102
|
Creative Planning
Overland Park,
Kansas
|
$1.68M
|
-$240K
|
-3,980
|
-13%
|
|
|
103
|
Winthrop Partners - WNY
Buffalo,
New York
|
$1.67M
|
+$81.7K
|
+1,356
|
+5%
|
|
|
104
|
Homrich & Berg
Atlanta,
Georgia
|
$1.67M
|
+$88K
|
+1,461
|
+6%
|
|
|
105
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.65M
|
+$14.5K
|
+240
|
+0.9%
|
|
|
106
|
Fidelity Investments
Boston,
Massachusetts
|
$1.61M
|
+$139K
|
+2,308
|
+10%
|
|
|
107
|
Allen Investment Management
New York
|
$1.56M
|
+$1.56M
|
+25,940
|
New
|
|
|
108
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$1.48M
|
+$723
|
+12
|
+0%
|
|
|
109
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.35M
|
-$151K
|
-2,510
|
-10%
|
|
|
110
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$1.31M
|
+$499K
|
+8,284
|
+61%
|
|
|
111
|
LVZ Inc
Holland,
Michigan
|
$1.29M
|
-$325K
|
-5,392
|
-19%
|
|
|
112
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$1.27M
|
+$934K
|
+15,506
|
+281%
|
|
|
113
|
Atria Investments
Charlotte,
North Carolina
|
$1.23M
|
+$54.8K
|
+910
|
+5%
|
|
|
114
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.21M
|
+$1.21M
|
+20,010
|
New
|
|
|
115
|
Lynch & Associates
Newburgh,
Indiana
|
$1.16M
|
+$46.7K
|
+775
|
+4%
|
|
|
116
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$1.13M
|
-$540K
|
-8,968
|
-32%
|
|
|
117
|
Financial Consulate
Hunt Valley,
Maryland
|
$1.08M
|
+$272K
|
+4,523
|
+34%
|
|
|
118
|
Leavell Investment Management
Mobile,
Alabama
|
$1.07M
|
–
|
–
|
–
|
|
|
119
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$1.02M
|
-$13.7K
|
-228
|
-1%
|
|
|
120
|
Natixis Advisors
Boston,
Massachusetts
|
$977K
|
+$279K
|
+4,634
|
+40%
|
|
|
121
|
KeyBank National Association
Cleveland,
Ohio
|
$966K
|
-$54.1K
|
-898
|
-5%
|
|
|
122
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$963K
|
+$74.9K
|
+1,244
|
+8%
|
|
|
123
|
Stadion Money Management
Watkinsville,
Georgia
|
$957K
|
-$101K
|
-1,679
|
-10%
|
|
|
124
|
Tocqueville Asset Management
New York
|
$947K
|
+$301K
|
+5,000
|
+47%
|
|
|
125
|
Baker Avenue Asset Management
San Francisco,
California
|
$940K
|
-$157K
|
-2,611
|
-14%
|
|
