|
76
|
EP Wealth Advisors
Torrance,
California
|
$261K
|
+$245K
|
+7,580
|
New
|
|
|
77
|
Dowling & Yahnke
San Diego,
California
|
$251K
|
–
|
–
|
–
|
|
|
78
|
Commerce Bank
Kansas City,
Missouri
|
$245K
|
–
|
–
|
–
|
|
|
79
|
Brown Advisory
Baltimore,
Maryland
|
$232K
|
+$218K
|
+6,724
|
New
|
|
|
80
|
WhitTier Trust Company
Reno,
Nevada
|
$207K
|
–
|
–
|
–
|
|
|
81
|
|
$204K
|
+$21.3K
|
+660
|
+13%
|
|
|
82
|
Fidelity Investments
Boston,
Massachusetts
|
$201K
|
+$189K
|
+5,848
|
New
|
|
|
83
|
Huntington National Bank
Columbus,
Ohio
|
$195K
|
–
|
–
|
–
|
|
|
84
|
New England Securities
New York
|
$192K
|
-$79.8K
|
-2,468
|
-31%
|
|
|
85
|
Creative Planning
Overland Park,
Kansas
|
$177K
|
+$12.9K
|
+400
|
+8%
|
|
|
86
|
Sandy Spring Bank
Olney,
Maryland
|
$147K
|
–
|
–
|
–
|
|
|
87
|
LBA Wealth Management
Jacksonville,
Florida
|
$135K
|
–
|
–
|
–
|
|
|
88
|
Next Financial Group
Houston,
Texas
|
$120K
|
+$8.67K
|
+268
|
+8%
|
|
|
89
|
People's United Financial
Bridgeport,
Connecticut
|
$36K
|
–
|
–
|
–
|
|
|
90
|
Peachtree Investment Advisors
Atlanta,
Georgia
|
$34K
|
–
|
–
|
–
|
|
|
91
|
Gemmer Asset Management
Walnut Creek,
California
|
$32K
|
+$129
|
+4
|
+0.4%
|
|
|
92
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$28K
|
–
|
–
|
–
|
|
|
93
|
Nelson Capital Management
Menlo Park,
California
|
$26K
|
–
|
–
|
–
|
|
|
94
|
Madden Advisory Services
Jacksonville,
Florida
|
$25K
|
–
|
–
|
–
|
|
|
95
|
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
|
$24K
|
+$22.6K
|
+700
|
New
|
|
|
96
|
Optimum Investment Advisors
Chicago,
Illinois
|
$20K
|
–
|
–
|
–
|
|
|
97
|
US Bancorp
Minneapolis,
Minnesota
|
$10K
|
–
|
–
|
–
|
|
|
98
|
US Financial Advisors
Braintree,
Massachusetts
|
$10K
|
+$9.83K
|
+304
|
New
|
|
|
99
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$10
|
–
|
–
|
–
|
|
|
100
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$3.49M
|
-112,288
|
Closed
|
|
