|
126
|
Montecito Bank & Trust
Santa Barbara,
California
|
$432K
|
-$145K
|
-2,975
|
-25%
|
|
|
127
|
Comerica Bank
Dallas,
Texas
|
$431K
|
+$49
|
+1
|
+0%
|
|
|
128
|
Country Club Bank
Kansas City,
Missouri
|
$425K
|
-$16.7K
|
-342
|
-4%
|
|
|
129
|
Narwhal Capital Management
Marietta,
Georgia
|
$424K
|
–
|
–
|
–
|
|
|
130
|
Advisory Services Network
Atlanta,
Georgia
|
$413K
|
+$36.6K
|
+750
|
+10%
|
|
|
131
|
Custom Index Systems
New York
|
$400K
|
+$407K
|
+8,337
|
New
|
|
|
132
|
MCF Advisors
Covington,
Kentucky
|
$400K
|
–
|
–
|
–
|
|
|
133
|
Alera Investment Advisors
Deerfield,
Illinois
|
$397K
|
+$404K
|
+8,274
|
New
|
|
|
134
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$396K
|
-$20.6K
|
-422
|
-5%
|
|
|
135
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$394K
|
-$73.3K
|
-1,500
|
-15%
|
|
|
136
|
William Blair & Company
Chicago,
Illinois
|
$392K
|
+$59.7K
|
+1,223
|
+18%
|
|
|
137
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$390K
|
-$126K
|
-2,590
|
-24%
|
|
|
138
|
Matthew Hamilton Rosenberg
|
$384K
|
+$11.9K
|
+243
|
+3%
|
|
|
139
|
Wealthspire Advisors (New York)
New York
|
$384K
|
-$20.1K
|
-412
|
-5%
|
|
|
140
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$378K
|
-$6.1K
|
-125
|
-2%
|
|
|
141
|
Capital Investment Advisors
Atlanta,
Georgia
|
$376K
|
+$830
|
+17
|
+0.2%
|
|
|
142
|
RFG Advisory
Birmingham,
Alabama
|
$369K
|
-$11.7K
|
-239
|
-3%
|
|
|
143
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$368K
|
+$13K
|
+266
|
+4%
|
|
|
144
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$365K
|
-$33.3K
|
-682
|
-8%
|
|
|
145
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$355K
|
-$49K
|
-1,003
|
-12%
|
|
|
146
|
Lazari Capital Management
Woodland Hills,
California
|
$349K
|
–
|
–
|
–
|
|
|
147
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$349K
|
-$55.2K
|
-1,130
|
-13%
|
|
|
148
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$347K
|
-$8.3K
|
-170
|
-2%
|
|
|
149
|
Simplicity Wealth
Summit,
New Jersey
|
$347K
|
-$8.3K
|
-170
|
-2%
|
|
|
150
|
United Capital Financial Advisors
Irving,
Texas
|
$346K
|
-$34.5K
|
-707
|
-9%
|
|
